...
Note |
---|
This feature is not available in Readysell Lite. |
Key Performance Indicators (KPI) are quantitative measurements of dynamic business processes. For instance, an important performance indicator for a trading company might be daily sales or average sale invoice margin.
There is a growing list of built-in KPI Definitions available to base on when creating your own version.
- From the Navigation panel, double click on Intelligence, click on Key Performance Indicators then Intelligence>Administration> KPI Definitions
- Select a KPI definition from the list
- Click on Copy to create you version from the built-in
- Change Name as required
Check/uncheck Active box as required
Expand title Show me - On the Visual tab
- specify the RangeStart
click on the then click on <enter a value> and select a date from the drop-down calendar
Expand title Show me
- specify the RangeEnd in the same way as RangeStart
- Select the Direction from the drop-down list (it is recommended to leave to the default value as per the built-in)
- Select the Expression from the drop-down list (it is recommended to leave to the default value as per the built-in)
- On the MeasurementOptions tab
- Select the Range from the drop-down list
- Check the Compare box
- Select the Range To Compare from the drop-down list
- Select the Measurement Frequency from the drop-down list
- On the Zones tab
- Specify the KPI Green Zone value (everything is OK)
- Specify the KPI Red Zone value (things are problematic)
Click on Save and Close to save the change
Expand title Show me