Strategy My Quick Update – My KPIs
- amani imtiyas
- Paul Angelo (Unlicensed)
This article contains: |
1. Overview |
You can update the progress of your Key Performance Indicators via My KPIs section. It is the quickest and easiest way to update KPIs for which you are responsible.
Depending on the settings configured by your Administrator, My KPIs also enables you to perform progress updates for them.
KPIs are grouped by period in ascending order e.g.: weekly, fortnightly, annually. All data displayed for KPIs will be applicable to the last closed period. This behavior can be toggled by your Administrator, if details for the current period needs to be displayed.
For each KPI, the following data is displayed by default.
Field | Description |
|---|---|
Title | KPI Title. A superscript is displayed here to indicate the type of KPI.
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.  Figure 1.2 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. Note : The 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. 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 - 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. |
*KPI chart - Further details are explained under KPI Graph page.
Following filters are available;
Filter | Description |
|---|---|
Search | A text box that allows you to perform a keyword search on KPI's you are responsible for. |
Tags | Drop-down list of Tags (configured through Tag Configuration). By Selecting a Tag, you will be provided with a list of KPIs that tagged with the chosen tag. The default action is ‘Show all’. |
Hierarchy | Drop-down list that shows all hierarchies including any custom hierarchies. Selecting a hierarchy would allow you to further filter records up to a hierarchy node. |
Hierarchy Level | Drop-down list that shows all hierarchy levels under the hierarchy you selected on the above filter. Selecting a hierarchy level would allow you to further filter records up to a hierarchy node. |
Hierarchy Node | Drop-down list that shows all nodes available under the hierarchy level you selected on the above filter. Selecting a hierarchy node would display your KPI's that are linked to the particular node. |
Stakeholder | Drop-down list that shows all stakeholders available within the system. By Selecting a Stakeholder you will be provided with a list of KPIs that is linked to the chosen Stakeholder. |
Last Progress Update | Choose from a Drop-down list that filters the KPI per the last Progress Update. Now the search would be filtered based on the selected last Progress Update. |
Related Plans | Drop-down list of Related Plans that could be linked to a KPI is provided. By Selecting a Related Plan you will be provided with a list of KPIs that is linked to the chosen Related Plan. |
KPI Performance | Drop-down list of KPI Performance options. By Selecting a performance (On Track/Monitor/Off Track) you will filter your search for KPIs in the selected Performance. |
Hide Inactive | Ticking this box excludes all inactive KPIs from the list. Ticked by default. |
Hide Archived | Ticking this box excludes all archived KPIs from the list. Ticked by default. |
Search and Clear Filters buttons are available within the area. Ticking the Save as Default box will save the current search criteria as the default one.
2. KPI Progress Update |
There are two methods to carry out a KPI progress update:
Method 1:
STEP 1: Type your updated comment on the 'Progress comment' textbox and enter the value in the 'Actual' text box against the specific KPI you intend to update.
STEP 2: Save the changes by clicking on the save all icon.
You can make updates into multiple KPI rows at once and click Save All button to update the KPIs.
Method 2:
STEP 1: Click on the plus icon on the left side of the KPI row to expand the updating area for the specific KPI. Two previous periods and the current period, target and actuals will be displayed by default.
STEP 2: Update actual progress and comments for each period.
STEP 3: Search for a tag by typing the first few letters in the ‘Tag’ field against a period value of a KPI.
STEP 4: Click on the Save icon once the changes are made.
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