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Note

This feature is not available in Readysell Lite. 


To view and analyse a collection of KPI, a Scorecard can be used. Scorecard is an object that has linked KPI.

There is a list of built-in KPI Scorecards available to base on when creating their own version.creating your version.

  1. From the Navigation panel, double click on Intelligence> KPI Scorecards
  2. Click on New to create your version of KPI Scorecard
  3. Change Name as required
  4. Click on Insert

  5. Select a KPI Definition to add to the scorecard

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  6. Repeat the insertion procedure as required

  7. Click on Save and Close to save the change

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  8. From here you can examine the KPI such as
    1. Period
    2. Current
    3. Previous
    4. Change
    5. Trend
    6. Sparkline
  9. Click on  Show ChartImage Added button to view KPI results in chart format

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  10. A drill-down list view can be invoked by double-clicking the KPI. The result is a list of objects that were used to calculate the KPI.
    This list view can be exported for further analysis by grouping and sorting data.

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