KPI and gauge report gadgets require the Dashboard Reports add-on which is an upgrade to the standard dashboards available in Momentus Enterprise. See Dashboards for more information.
KPIs (Key Performance Indicators) are a set of quantifiable measures that a company uses to gauge its performance over time. A company uses these KPIs to determine progress towards achieving its strategic and operational goals, and also to compare a company's finances and performance against other businesses within its industry.
You first need to create a report for the data you want to display in your KPI and then you create the KPI report gadget for the dashboard.
Create the KPI/Gauge Report
- Click the Reports link from the Main Menu. The Reports screen opens.
- Click the Add button. The Select Report View Type screen opens.
- Select KPI/Gauge Report.
- Click the Continue button. The Add KPI/Gauge Report screen opens.
- Enter the name of the report in the Name field.
- Select the area of Enterprise where the data is located in the Subject drop-down.
- Select the mathematical operation for the KPI data from the Summary Operation drop-down.
- Select the field that contains the KPI data from the Summary Field drop-down.
- Click the Select link in the Columns field to select any columns you would like to view from the dashboard gadget when you click on it. These are the default columns which display on the screen.
- Click the Select link in the Filter Criteria field to enter any filters for the data displayed in the gadget. For example, you may want to filter to only show the data for a particular event, department or date range.
- Expand the Goal Setup section.
- Enter the necessary information:
- Goal Amount - Goal value for the KPI. A value entered in this field overrides a calculated Goal Subject. If using a Goal Subject, leave the Goal Amount field blank.
- Goal Subject - Area of Enterprise where the goal data is located if the goal is based on data in Enterprise rather than a value entered into Goal Amount. The following fields become available:
- Goal Summary Operation - Mathematical operation for the goal data.
- Goal Summary Field - Field that contains the goal data.
- Goal Filter Criteria - Filters to use for the goal data.
- Quotient Based - If checked, the total amount is divided by the goal amount.
- Display As - Determines how the value of the Quotient Based calculation displays: Percentage, Numeric or Ratio.
- Format - Number of decimals for value of the Quotient Based calculation.
- Red Range - Range value to indicate there are potential problems you need to address to get back on track.
- Yellow Range - Range value to indicate you are below target goal and you need to monitor it closely.
- Green Range - Range value that is within the target goal.
- Super Green Range - Range value that is well above the target goal.
- Expand the Display Options section.
- Enter the necessary information:
- Visualization - Determines how the data displays on the gadget:
- KPI - Shows a single value number in the color for where it falls in the red, yellow, green and super green ranges.
- Speedometer - Shows the red, yellow, green and super green values in a horizontal speedometer display with an indicator for the current value.
- Volume - Shows the red, yellow, green and super green values in a vertical speedometer display with an indicator for the current value.
- Radial - Shows a half-circle progress indicator for red, yellow, green and super green values.
- KPI - Shows a single value number in the color for where it falls in the red, yellow, green and super green ranges.
- Automatically Load Results - If checked, the data for the gadget displays without having to refresh.
- Display Goal - If checked, the goal value displays at the top of the gadget.
- Display Total - If checked, the total value displays at the top of the gadget.
- Display Quotient - If checked, the value of the Quotient Based calculation displays at the top of the gadget.
- Goal Label - Name for the goal.
- Total Label - Name for the total.
- Quotient Label - Name for the value of the Quotient Based calculation.
- Visualization - Determines how the data displays on the gadget:
- Expand the Advanced section.
- Select the Access Type for the report:
• Only One User - If selected, only the user selected in the User drop-down can view the report.
• Everyone - If selected, all users can view the report.
• Users with Roles - If selected, only the role(s) selected in the Role drop-down can view the report. - Click the Save button to save the information but not close the screen. The information is saved and the Add Report screen becomes the Edit Report screen.
- Click the Run Report button at the top of the Edit Report screen to view a preview of the report. The Run Report screen opens.
- Click the X in the upper right of the Run Report screen to close it when you are done previewing the report.
- Click OK to close the Edit Report screen.
Create the Dashboard Gadget
The below steps assume you are using an already configured dashboard, you are adding a new gadget to the dashboard and you have the proper security to edit the dashboard. See Dashboards for more information about creating a new dashboard and dashboard security.
- Click the Home button from the Global Navigation Bar. Your Dashboard screen opens.
- Select the dashboard to edit from the top of the screen.
- Click the Edit button on the right. The Edit Dashboard screen opens.
- Select the Gadgets tab.
- Click the Add button in the column where you want to add the new gadget. The Add Gadget screen opens.
- Enter a description for the gadget into the Description field. The description shows at the top of the gadget on the dashboard.
- Select the KPI/Gauge Report radio button from the Gadget Type selection.
- Select the area of Enterprise selected in step 6 of Create the KPI/Gauge Report from the Subject drop-down.
- Select the report created in Create the KPI/Gauge Report from the Report drop-down.
- Enter the number of pixels for the height of the gadget in the Height field. Most KPI/Gauge gadgets work best with a value of 300.
- Click OK.
- Click OK on the Edit Dashboard screen. The KPI Gadget displays on the dashboard. To view additional information for the KPI/Gauge report, click on the gadget. The columns that display by default are configured in Create the KPI/Gauge Report.
Comments
10 comments
Is it possible with the KPI to have a goal of zero? ie KPI on orders not invoiced, and as it reduces to zero it is 100%? if so how does that get setup.
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Also is it possible to Reverse the values on goals?
I am running KPI of Order Total against GLInqury PTDBud, but because the budget is a negative value, the KPI does not work.
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Kieron:
I checked with our Prod Mgmt and they report that we actually use this kind of configuration here at USI.
You still set your Goal amount as normal, then enter your Ranges in reverse order. Here's a screen shot showing a KPI configured this way.
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On the Zero Goal... They report they haven't tried it... but believe it should work... especially if you're looking to do it in regard to this Reverse Order configuration.
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Hi Dave, I tried reverse the Ranges around as you suggested but it didnt seem to work
see below screenshots. The data is the Goal is say -500,000 (negative as explained because it is a revenue gl budget which is a credit) and the Ordered subtotal is say 300,000, and with the ranges reverse it is at maximum which is incorrect. am i missing something?
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Kieron:
I was able to confirm that Negative Values should work fine.
I'm including an example which one of my Development Mgrs provided to demonstrate a configuration.
Your configuration should work fine, so long as the values you're reporting are returned in the filter sum up to a negative.
Here's an example of a Negative Value KPI.
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I want to create a KPI report which will show different goals and achievements based on the user. Let's say I have five account managers with different sales targets (Alice's target is 100k, Bob's target is 200k etc.). Rather than creating five reports with hard-coded goal amounts, what's the best way to set up a single KPI report such that it will show each account manager how they're performing against their personal target?
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Fionn: My first thought is... have you checked for a "Current User" Filter - when those are used, the Results will automatically be filtered on that basis and you'll need to establish somewhere you can enter this "Goal" for each User and include it in your Gadgets calculations - then you can embed your new Gadget into the Dashboard they're using and it will give each Sales Rep their own personal info.
Otherwise - you'll want to discuss this with your Sucess Mgr or your Consultant - they can get you moving in the right direction, but I suspect your requirements - assuming they can be met - will require work from our Solutions Dept. which may be billable.
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I know this is an old thread, but wanted to revisit it as I'm having the same issue with assigning colors in reverse order. I got our revenue colors to work fine as they turn green as the number gets higher. I need to assign colors to our expenditures which would turn green as the number is lower and red as the number gets higher. I tried formatting like the example above but it doesn't return a color on my KPI.
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Hello Bryan,
Please contact your consultant or VSM to review and troubleshoot your specific configuration. If you believe there is a software error, enter a support ticket so our development team can get involved.
Regards,
Sam
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