Working with KPI Details

When you create initiatives and objectives, you can assign KPIs to them to measure their progress and performance. You can work with these KPIs within a Scorecard using the "Scorecard editor: KPI Details tab."

Specifically, you can:

• View basic KPI settings as well as a graph that presents actual values and target values.

• Override the label, description, and business owner that are defined for the KPI.

• Pin dimensions. See "What Are Dimensions and Pinned Dimension Values?" for additional information on KPI dimensions and dimension pinning.

• View documents that provide supporting information to the KPI.

• Run actions that are associated with the KPI.

• Associate the KPI with a perspective.

• Specify an indicator type (for example, Leading) to indicate whether the performance of the KPI drives other KPIs, or is affected by the performance of other KPIs, or other data or processes.

• View, add, or reply to comments.

• Identify initiatives and KPIs (for a KPI listed in the "Initiatives pane") or objectives and KPIs (for a KPI listed in the "Strategy pane") that cause or effect the KPI.

To work with KPI details:

1. Edit the scorecard that contains the KPI. See "Opening or Editing Scorecards" for additional information.

2. If the KPI is assigned to an:

   • Initiative, double-click the KPI in the "Initiatives pane"

   • Objective, double-click the KPI in the "Strategy pane"

   The Scorecard editor: KPI Details tab is displayed. Figure 12-19 shows an example of the KPI Details tab for the Fulfillment Days KPI.

   Figure 12-19 The Scorecard Editor: KPI Details Tab

   
   

3. Perform any of the following tasks:

   • Override one of the following items:

     • Label, using the Label field

     • Description, using the Description field

     • Business Owner, using the Business Owner field in the "Collaboration pane"

   • Pin dimensions using the Dimensionality area in the "Analytics pane."

   • Run actions that are associated with the KPI, using the action links in the Actions area of the Analytics pane.

   • Associate the KPI with a perspective, using the Perspective field in the Analytics pane.

   • Specify the indicator type, using the Indicator Type field in the Analytics pane.

   • View, add, or reply to comments, using the Collaboration pane. See "About Comments" for additional information on comments.

   • View documents that provide supporting information to the KPI, using the Related Documents area in the Collaboration pane.

   • Identify objectives that cause or effect the KPI, using the "Related Items pane."

4. If you made any changes, then click Save.