KPI editor: States page

Use this page of the "KPI editor" to:

Indicate if high, low, or target KPI values are desirable
Specify the statuses and thresholds to be used to measure the performance of the KPI.

KPI status is determined by comparing the actual value against the target value and then placing the result in a corresponding range that defines levels of performance status (for example, Good, Warning, or Critical).
Specify the scores to which KPI statuses are to be mapped.

In a scorecard, the scores of KPIs that are used to measure the progress of initiatives and objectives are mapped to Scorecard scores so that they can be used to measure the performance of the objectives or initiatives. For more on scoring in Scorecard, see "Understanding Initiative or Objective Performance Assessment".
Create or assign action links that the user can click to initiate a predefined process based on KPI status.

For more information, see:

This page is also displayed as:

Scorecard editor: KPI tab

Components

Goal

Use this list to specify if high, low, or closer to target values indicate the KPI's performance goal.

For example, select High values are desirable for a Customer References KPI or Low values are desirable for an Unresolved Support Calls KPI.

Status label

Use this field to enter the label for the status, for example, Critical.

Color

Use this button to access the "Color Selector dialog" where you can select a text color to represent the corresponding status, for example, red for Critical.

Icon

Use this button to access the "Graphics dialog" where you can select an icon to represent the corresponding status, for example, a red X for Critical.

Actions

Use this button to display the "Action Links dialog" wherever the KPI displays, such as on objectives, initiatives, KPI Watchlist, or on the scorecard views on dashboards. This dialog specifies the processes or operations to be performed or invoked if the status of a KPI corresponds to a specific performance state. Action links display from the right-mouse click wherever the KPI displays, such as on an initiative or a KPI Watchlist.

For example, if a KPI for quarterly revenue is less than a particular amount, then an action is triggered that automatically schedules a mandatory meeting of sales directors and managers.

define as % of target value

Use this box to specify whether you want to define thresholds as discrete values or as percentages of the target value. Select this box to define thresholds as percentages of the target value. Deselect this box to define discrete values for thresholds.

Thresholds

Use these fields to enter the numeric values that set the boundaries for the status ranges.

Depending on whether you selected the define as % of target value box, you can specify either of the following:

Percentages of the target value, for example 80%.
Discrete values.

For example, to indicate that sales 120 and below indicate critical performance but that sales above 120 reflect acceptable performance, enter 120 in the field that corresponds to the critical status.

You can use the following as thresholds:
- The Actual Value or Target Value that you specified for the KPI.
- Values that you enter.
- Values calculated by a formula that you define in the "Edit Column Formula dialog: Column Formula tab". To do so, click the Thresholds button.
- Variables that you define in the "Edit Column Formula dialog: Column Formula tab". To do so, click the Thresholds button. See "Using Variables" for additional information on variables.
- Measures representing other business metrics from the subject area.

Remove

This button is displayed only if the Show Advanced Properties options is selected.

Use this button to remove the threshold.

Add

This area is displayed only if the Show Advanced Properties options is selected.

Use this button to add another threshold above or below the threshold.

Show Advanced Properties

Use this option to specify whether to display the scores to which KPI statuses are mapped.

Score

This area is displayed only if the Show Advanced Properties options is selected.

Uses this area to specify the scores to which KPI statuses are mapped. Use the Score button to display these options:

Enter value — Use this option to specify a numerical value for each score.
Use percent of target — Use this option to specify that the score is the percent the KPI's actual value is of the target value. For example, if the KPI's actual value is 85% of the target value, the score is 85.
Use percent of variance — Use this option to specify that the score is the percent by which the KPI's actual value differs from the target value. For example, if the percent by which the KPIs actual value differs from the target value is 50%, the score is 50.
Use a custom expression — Use this option to display the "Edit Formula dialog", where you create a custom expression to determine the score, for example Revenue * 5%.

If KPI returns no data

Use this box to specify the status to assign to a KPI that returns no data. The options are No status or one of the defined statuses, for example, Critical.