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Reference

KPI Definitions 

Definition tab

Fields

FieldDescriptionDescriptionDescription
NameKPI name.
TargetObjectTypeThe type of business category the KPI is designed for.TypeT
CriteriaSpecifies the Criteria Language expression that is used to calculate each measurement item based on theMeasurementFrequency property. The CurrentValue of the entire KPI instance represents the last measurement value.
DirectionThe Direction { LowIsBetter, HighIsBetter } enumeration value specifies how to treat deviation from a previous measurement result.
ExpressionExpressionEAn expression that is used to evaluate KPI - Sum, Count, Avg, etc.
RangeThe period to analyse.
CompareThe Boolean flag that indicates if current KPI values should be compared to previous values, calculated using the RangeToCompare period.
RangeToCompareThe past period to be compared with the Range. 
MeasurementFrequency The Range is split into intervals, and MeasurementFrequency specifies the size of each interval. For each interval, a KPI value is calculated. 
GreenZone, RedZone Specify the KPI value’s "green" and "red" ranges that can be used for visualization. You can defineConditional Appearance rules that take these values into account. 

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In a Preview tab, the current KPI value and the collection of objects used to calculate KPI are available.

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KPI Scorecards 

Fields

FieldDescription
Name Scorecard name 

Indicators Name 

Name of the KPI 
Period Specified KPI range to compare  
Current Calculated current period value as specified in the KPI Expression e.g. AVG(Margin) 

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Previous Calculated previous period value as specified in the KPI Expression e.g. AVG(Margin)  
Change Current versus Previous change expressed in percentage 
Trend Better, No Change or Worse 
Sparkline 

Visual representation of

  • previous period value changes (default)
  • current period value changes 
  • both previous and current period value changes

 

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Buttons

Refer to Common Buttons. 

FieldButtonDescriptionDescriptionDesriptD
  
  
  

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InsertAdd KPI to Scorecard
RemoveDelete KPI from Scorecard
Clear KPI CacheCleaning outdated values from the cache
Show Chart Show KPI results as chart