Set up KPI meter & KPI scorecard.

Jira Code: TOUC-169

This contains the details about how to set up a KPI meter and KPI scorecard. How to add a saved search result as a KPI meter

Up to  3 KPI meter can be added to the home dashboard. To get the latest data from your KPI you need to refresh individual KPI or refresh entire KPI portlet. If headline option is flagged in the KPI portlet for a KPI indicator then we will get an quick pictorial representation either it is as positive or negative progress. The headline is displayed only if the the threshold value is achieved or if the comparison range settings is proper. The point to be noted is that KPI only have one dimension.

Case: Let’s assume we need to track sales performance across 3 regions, then we will need separate KPIs for each of these because each KPI has one dimension-sales dimension here. Filters can be applied to each differently to get the desired result meter.

When we create a saved search the points to be noted is that- We should summarize the key result field only 1 field is needed in the result tab of the search with a summary field defined to that. If the other fields are defined in search, it will be displayed when the user drills down the search from the KPI. Specify a Date/period field as an Available filter to create comparison range for viewing. Do not specify the date range on the criteria tab in your saved search. Use KPI as your saved search prefix name for easy identification. Without adding that search in ‘Key Performance Indicator’ portlet of the home dashboard, it will not be available to add as an KPI Meter. The total of the saved search value is taken by the KPI meter to display the meter readings. Separate threshold value can be set for each saved search,which can be added from the ‘Key Performance Indicator’ portlet.

In the KPI portlet the things we can do are to set highlighting, threshold value and comparison of data in different date periods. No other formula or filters can be added. The formula and criteria must be set in the saved search it cannot be set in the KPI portlet.

KPI Scorecard

To enable it go to Setup>Enable Features> Analytics

To define new KPI Scorecard go to Setup>Customization> KPI Scorecards>New

We can define multiple scorecards but only one can be displayed in a dashboard at a time. Comparison of different KPI can be done in KPI Scorecard. The below shows different attributes, formula that can be set in the KPI Scorecard: