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Field

Description

Title

KPI Title. A superscript is displayed here to indicate the type of KPI.

  • T for Trend

  • R for Rollup

  • C for Calculated

According to the settings configured by your Administrator, the title hyperlink will be enabled or disabled. When enabled, the relevant record will be opened in a new tab or in a new window.

Tags

Tags added to the KPI are indicated below the KPI title.

Info

Note: ‘Enable tags to Actions, Tasks and KPIs’ setting should be enabled to view tags here.

Comments

The latest KPI progress comment is displayed here. You can edit the comment if required.

Period

Assessment period for each KPI will be displayed here.  

Actual

The latest Actual value is displayed here. Actual's can be updated here if required.

Info

NoteThe Actual of a calculated KPI will be automatically calculated from the actual of its sub-KPIs based on the formula that has been entered in the KPI > Sub KPI tab.

Target

Target set for a KPI to assess its performance is shown here. This field is non-editable.  A target must be set in order to update via the quick update page (excluding Trend KPIs that don't have targets).

Trend Arrows

Displays the trend of the KPI. Trend is determined by comparing the Performance from the current period to the Performance of the previous period.

Info

Note: Trend arrow will not be displayed for Trend KPIs as it has no Target set to calculate performance.

KPI Trend arrow also can be based on the actual value. In order to enable this, your Camms.Strategy® administrator needs to enable KPI trend to be based on Actual value from the Settings page.

Traffic lights

Displays the YTD progress of the KPI. This behavior can be toggled by your Administrator to display the traffic lights based on the KPI period performance.

Action progress traffic light will display the following indications based on the Action Progress Threshold configured within the configuration area.

On Track -

Image RemovedImage Added

Monitor -

Off Track -

Chart

Expands the update area of the relevant KPI and displays the chart tab*.

Responsible Officer

A Responsible Officer can be selected for the KPI.

Info

Note: If a staff assigned for the KPI is inactive, an inactive suffix will appear next to staff name.

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  • STEP 4: Click on the save icon once the changes are made.

Info

Business Rules for Trend arrow display

Trends are calculated by comparing the targets and actuals from the current period and the targets and actuals from the previous period. The actual is compared as a percentage (performance) of the target. 

For example:

Month 1:

  • Target = 30

  • Actual = 15

  • Performance = 50%

Month 2:

  • Target = 20

  • Actual= 11

  • Performance = 55%

Depending on calculation methods and aggregation method, the system will calculate KPI performance as a percentage of the KPI target. Then the current period YTD and the previous period YTD are compared and a trend is shown.

Trend arrow display for Trend KPIs – The above is applicable for all KPIs except Trend KPIs. For Trend KPIs, there is no Performance to compare because there is no Target to calculate Performance with. Thus, for Trend KPIs, the Trend arrow is determined by comparing the current period Actual with previous period Actual only.

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