Field | Description |
Key Performance Indicators Drop-Down
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Click the drop-down arrow on a grid header to complete any of the following actions:
- To print grid data, click
Print. On the Print Preview form, click
to send the grid data to your default printer.
- To export grid data to an Excel spreadsheet, click
Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the grid data, or to save the spreadsheet file locally.
- To turn on grouping for a grid, click
Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into the field, in the sequence that you want them to display.
Not all options are available on all grids.
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Insert
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Click this option to enter a new KPI in the grid. A new blank row is added to the grid below the current row.
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Copy
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Click this option to copy the row in the grid that you have selected. The row's contents are copied automatically to a new row directly beneath the copied row. The entry in the
Label field for a row does not get copied.
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Delete
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Click this option to delete a row that you selected in the grid. The row is removed from the grid.
When you delete a row in the
Key Performance Indicators grid, the related rows in the
Specific Goals grid are also deleted.
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Measure
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Click
in this field to open the Measure Lookup dialog box, and select a measure for the KPI.
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Measure Type
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Click this field to display, then click it to select a measure type. The measure type determines whether the measure amount will be treated as a multiplier, numeric amount, or percentage. For example, if you select
Percent and you enter
25 in the
Default Goal, 25 is treated as 25%.
The options are:
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Multiplier — Select this if a measure is a multiplier. When you select
Multiplier, columns 1 – 13 are disabled in the
Specific Goals grid. You cannot break out the annual goal into periods.
Effective Multiplier and Profit Percent are examples of measures that would have a
Multiplier measure type.
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Numeric/Amount — Select this if a measure is a monetary amount. When you select
Numeric/Amount, columns 1-13 are enabled in the
Specific Goals grid. You can break out the annual goal amount into periods.
Profit, Revenue, and Billed are examples of measures that could have a
Numeric/Amount measure type.
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Percent — Select this if a measure is a percentage. The number that you enter in the
Default Goal field is divided by 100 to reflect a percentage. When you select
Percent, columns 1 – 13 are disabled in the
Specific Goals grid. You cannot break out the annual goal into periods.
Profit Percent and Variance Percent are examples of measures that could have a
Percent measure type.
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Dimension
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Click this field to display
, and then click it to select a dimension for the KPI.
You can select the same measure and dimension combinations for more than one KPI. These KPIs must have a different label entered in the
Label column.
To create an overall system goal, leave the
Dimension field blank. When you do this, you must enter a default goal for the KPI.
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Timeframe
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Click this field to display
, and then click it to select a time frame for the KPI.
The options in the drop-down list are:
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Fiscal Period — When you select this option, you must select a dimension from the Fiscal Periods group when you create a report.
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Transaction Date — When you select this option, you must select a dimension from the Transaction Dates group when you create a report. Use the Transaction Date time frame when a KPI's measure is from the Opportunities, Plans, or Activities measure groups.
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Default Goal
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Enter the default goal amount for the KPI. An entry in this field is optional.
If you selected
Fiscal Period in the
Timeframe field, enter the yearly goal amount. When you create a custom report, you must select a dimension from the Fiscal Period dimension group. This determines whether the default goal displays as a yearly, quarterly, or period amount on the report.
For example, assume you select
Fiscal Period in the
Timeframe field, you enter
100,000 in this
Default Goal field, and then you create a report with the KPI.
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If you select the Fiscal Year dimension from the Fiscal Period dimension group on the report, the goal on the report displays as 100,000.
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If you select the Fiscal Quarter dimension for the report, the goal displays as 25,000 for each quarter.
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If you select the Fiscal Period dimension for the report, the goal displays as 8,333.33 for each period (if you have 12 periods in a year).
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Status Method
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Click this field to display
, then click it to select a status method for the
Default Goal Low Value and the
Default Goal High Value for the KPI. This setting also applies for the
Goal Low Value and
Goal High Value for any specific goals that you enter in the
Specific Goals grid.
The options in the drop-down list are:
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Percent of Goal
— Select this option, and then enter percentages for the low and high values in the
Default Goal Low Value and
Default Goal High Value columns in the grid. These values are the lower and upper boundaries of the goal. For example, a default goal of 25,000 could have a default goal low value of 70% (70% of 25,000 is 17,500) and a default goal high value of 95% (95% of 25,000 = 23,750).
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Amount-Based — Select this option to enter specific amounts (instead of percentages) for the low and high valuesthat you enter in the
Default Goal Low Value and
Default Goal High Value columns in the grid. These values are the lower and upper boundaries of the goal. For example, a default goal of 25,000 could have a default goal low value of 10,000 and a default goal high value of 40,000.
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Default Goal Low Value
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Enter the lower limit of the default goal that is appropriate for the measure. An entry in this field is optional.
Enter either a percentage or an amount, depending on which one you selected in the
Status Method column.
Example
You selected
Percent of Goal in the
Status Method field. You are measuring revenue.
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Default goal = $20,000
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Default goal low value = 70% (which is $14,000)
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Default goal high value = 110% (which is $22,000).
Results:
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Revenue is less than $14,000. The goal is not met.
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Revenue is greater than $22,000. The goal is exceeded.
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Revenue is an amount between $14,000 and $22,000. The goal is met.
In Excel, you see the following status symbols:
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— Goal has not been met
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— Goal has been exceeded
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— Goal has been met
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Default Goal High Value
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Enter the higher limit of the default goal that is appropriate for the measure. An entry in this field is optional.
Enter either a percentage or an amount, depending on which one you selected in the
Status Method column.
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Trend Comparison
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Click this field to display
, then click it to select a time period for the trend comparison for the KPI.
The options in the drop-down list are:
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Quarter over Quarter
— Select this to compare a quarter in one year with the same quarter in the next year. Example: You compare Quarter 1 of 2012 with Quarter 1 of 2013.
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Quarter-to-Quarter — Select this to compare one quarter with the next sequential quarter. Example: You compare Quarter 1 of 2012 with Quarter 2 of 2012.
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Year-to-Year — Select this to compare a range of years.
When you create a report in Excel, you must select a corresponding dimension from the Fiscal Periods group in the Excel PivotTable Field List that matches the entry in this
Trend Comparison field.
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Trend Low Percent
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Enter the trend's low percentage. You must enter a percentage that is lower than what you enter in the
Trend High Percent field.
This percentage is used to determine if a trend is moving downward.
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If the change between the last time frame and the current time frame is a decrease, and the decrease is more than the percentage entered in this field, then the trend is considered to be moving downward.
You see
in the trend column on an Excel report.
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If the change between the last time frame and the current time frame is a decrease, and the decrease is less than the percentage entered in this field, then the trend is considered to be neutral.
You see
in the trend column on an Excel report.
Example — Trending downward :
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The Trend Low Percent is 2.00.
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Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $240,000.
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$250,000 minus $240,000 is a $10,000 decrease.
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$10,000 is more than a 2% decrease ($250,000 *.02 = $5,000).
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Going from $250,000 to $240,000 is considered to be trending downward.
Example — Trending neutral :
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The Trend Low Percent is 2.00.
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Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $247,000.
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$250,000 minus $247,000 is $3,000 decrease.
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$3,000 is less than a 2% decrease ($250,000 *.02 = $5,000).
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Going from $250,000 to $247,000 is
not considered to be trending downward. It is considered to be trending neutral.
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Trend High Percent
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Enter the trend's high percentage. You must enter a percentage that is higher than what you enter in the
Trend Low Percent field.
This percentage is used to determine if a trend is moving upward.
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If the change between the last time frame and the current time frame is an increase, and the increase is greater than the percentage entered in this field, then the trend is considered to be moving upward.
You see
in the trend column on an Excel report.
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If the change between the last time frame and the current time frame is an increase, and the increase is less than the percentage entered in this field, then the trend is considered to be neutral.
You see
in the trend column on an Excel report.
Example — Trending upward :
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The Trend High Percent is 5.00.
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Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $280,000.
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$280,000 minus $250,000 is a $30,000 increase.
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$30,000 is more than a 5% increase ($250,000 *.05 = $12,500.)
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Going from $250,000 to $280,000 is considered to be trending upward.
Example — Trending neutral :
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The Trend High Percent is 5.00.
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Year 2010 Revenue for David = $250,000. Year 2011 Revenue for David = $260,000.
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$260,000 minus $250,000 is a $10,000 increase.
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$10,000 is less than a 5% increase ($250,000 *.05 = $12,500.)
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Going from $250,000 to $260,000 is
not considered to be trending upward. It is considered to be trending neutral.
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Label
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This is the label that is used to identify a KPI. It is the KPI name that displays in the Excel PivotTable field list.
This field prefills with the measure name and dimension name with a hyphen between them. An example is Compensation - Project Principal, where Compensation is a measure and Project Principal is a dimension.
You can change the prefilled label. You must enter a unique label for each KPI.
You can select the same measure and dimension combinations for more than one KPI, as long as each of the KPIs has a different label.
After you save a KPI, you cannot change the label. If you want to change the label, you can copy the row and enter a new label, then delete the original row.
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