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  • Sub KPIs should be within the same period or less to that of the Calculated KPI to link with. (e.g. if calculated KPI had a monthly period, then sub KPIs which can be linked are only monthly, weekly or daily – not yearly).

  • If there is no sub KPI available in the list, users will be enabled to click on “New” to create a sub KPI within the Calculated KPI.

  • Sub KPI linkage has no effect over calculated KPIs, meaning calculated KPIs can be linked to any level of the hierarchy.

  • Sub KPIs have a formula code a, b, c etc. A formula can be entered which will derive the “calculation” for the calculated KPI.

  • Sub KPIs will be assigned with a code automatically, which the user can use in the formula (ex- (a*b)/c). This can go up to any number (ex. zz).

  • When a sub KPI is removed from the list, and if it has been already included into the formula, a warning message will be displayed as “If the sub KPI is removed from the list, the specified formula will be invalid and formula will be cleared. Are you sure you want to remove?” The user can click “OK” or “Cancel” as the response to the message.

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    If the user selects “Ok”, the sub KPI will be removed from the list and formula text box will be cleared.

    • If a sub KPI is removed and it is not selected for formula yet, an information message will be displayed saying “The sub KPI code and formula will be rearranged accordingly”. If the user selects “Ok”, the KPI codes in list and formula will be automatically rearranged.

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Target and Actuals

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