Select a context from the Context drop-down list to work with KPIs for the context.

Create a standard KPI using default values. The definitions on the screen are cleared and you can create the standard KPI with all new information and then save the standard KPI. For information, see Creating a Standard KPI.

Create a standard KPI based on an existing standard KPI. The standard KPI is created with the same definitions as the currently displayed standard KPI. You can edit the definitions in any way you want and then save the standard KPI.

If you want to create a KPI using the current values displayed, you can only do so if the KPIs are the same type — either both standard or both index. If you are displaying an index KPI and you choose Create Standard KPI, the Create using current values option is unavailable to you. If you are displaying a standard KPI and you choose Create Index KPI, the Create using current values option is unavailable.

For information, see Creating a Standard KPI Based on an Existing Standard KPI.

Create a standard KPI using a library-based KPI. The definitions of the library-based KPI appear. You only need to then specify the Actual measure to complete the definition. You also need to complete any definitions that were not set up for the library-based KPI. You can change the definitions of this KPI for this context without changing the definitions in the library. For information, see Creating a Standard KPI Based on a Library-Based KPI.

Review the definitions of a KPI selected in the Select a KPI list.

Edit a KPI selected in the Select a KPI list. You can change any definitions except its type. You cannot change an index KPI to a standard KPI and you cannot change a standard KPI to an index KPI.

Rename a KPI selected in the Select a KPI list by clicking Rename.

Delete a KPI selected in the Select a KPI list by clicking Delete.

Change the display order that KPIs appear for a perspective using Set Display Order. You can reorder the KPIs for only one perspective at a time. If you want to reorder the KPIs for another perspective, click Set Display Order again and repeat the process. KPIs are reordered in the application, but remain in the alphabetical order in any lists displayed in the Administrator.

Specify whether the KPI is leading or lagging. Lagging KPIs are commonly financial in nature and represent outcomes based on historical performance. Leading KPIs are predictors of future performance, and provide direction about which lagging KPIs require more attention.

The leading/lagging information may or may not be displayed in the Scorecard views in the Scorecard component in the application. This depends on whether the user has chosen to display the Lead/Lag column using the Select Format link.

Specify whether this KPI is a quantitative or qualitative KPI. Quantitative KPIs are considered fact-based measurements like number of trouble tickets closed that are based on relational databases or transactional systems such as ERP or CRM. Qualitative KPIs like customer satisfaction are softer and more subjective.

The quantitative/qualitative information may or may not be displayed in the Scorecard views in the Scorecard component. This depends on whether the user has chosen to display the Type column using the Select Format link.

Specify the Actual measure for this KPI in the Actual drop-down list. The Target, Score, Trend of Actual, and Gap Performance drop-down lists are automatically filled in with appropriate measures, assuming that the developer of the dimensional model provided the recommended naming scheme of measures.

Specify score values that represent breakpoints for performance of the KPI. The score for this KPI is evaluated based on the Index Values numbers. The range where this number falls in the index values is what determines the color of the KPI's status indicator. There might be two index values to use a breakpoint or four index values depending on whether you are using 3 or 5 status indicators.

Specify two gap performance values that represent breakpoints for a downward trend and an upward trend for this KPI. If the KPI's gap performance value is better than the Trend Up value, the KPI shows an upward trend indicator in the Scorecard views of the Scorecard component. If the KPI's gap performance value is lower than the Trend Down number, the KPI shows a downward trend indicator. If the KPI's gap performance value is between the Trend Up and Trend Down values, the KPI shows a solid line to represent a steady trend. If you omit a Trend Up and Trend Down value, no indicators are shown.

View the scorecard hierarchy by clicking View Scorecard Hierarchy. An information box shows a hierarchical list of each perspective, the objectives that are assigned to that perspective, and the KPIs that are assigned to each objective in the perspective.