Executive Intelligence System (EIS) – EIS KPIs Tab

Owned by amani imtiyas
Last updated: Jan 30, 2024
4 min read

The KPI tab provides a graphical snapshot of performance indicators and recent trend patterns of the KPI under the selected hierarchy level. You can easily identify which KPIs are off track based on the traffic lights.

Performance indicators are shown based on what level of the planning or organisational hierarchy the indicators were linked to. The drag and drop functionality to group KPIs is available in the tab.

  • STEP 1: To view KPIs, click the KPIs tab.

    • KPIs on this page are ordered by KPI Title. The information shown on the left are the targets and actuals for the relevant time-frame listed in the Period drop-down list. You can use this to view information for a specific time period.

    • Select the period view using the given drop-down lists.

    • YTD Values – displays the cumulated KPI values from the beginning of the financial year to the date that the KPI is being viewed.

    • Period Values – displays the KPI value for the last closed period nearest to the date that the KPIs is being viewed.

KPIs will only show data within the period that is selected. If the KPIs reporting ‘period’ is not in line with the month selected (for example an Annual KPI has been linked but you are viewing the 'December' period) then that KPI will not be shown until you view for the June period (end of the financial year).

Monthly KPIs will always display the target/Actuals for the selected period. Annual KPIs will only be shown in June at the end of the period. Quarterly KPIs will only show in the period view at the end of the period.

When using the period, ensure that the date range selected exceeds or is equal to one month.

Figure 1.1

Field

Description

Field

Description

KPI

Displays the KPI title defined within Manage KPI area.

Tag

Displays the tags added to the KPI from Manage KPI area.

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

Indicator

Displays the KPI indicator selected within Manage KPI area.

Target

Displays the Target values defined within KPI Target/Actual area for the selected period.

Actual

Displays the Actual values defined within KPI Target/Actual area for the selected period.

Performance

Displays the KPI performance through traffic lights.

Trends

Displays the KPI Trend (scroll down for more information on KPI Trend calculation).

Email

Displays the email control.

Chart

Click to view the chart.

  • STEP 2: Click on the Filter icon to expand the filter area. You can use the filter options given below to look up for the relevant KPIs.

Filters

Description

Filters

Description

Search

Type a keyword to search for.

Tags

Select the Tag from the drop-down list.

Agency

Select the agency.

Responsible Officer

Select the responsible officer.

Reporting Officer

Select the reporting officer.

Related Plan

Select the related plan.

KPI Performance

Select the KPI performance status.

You can tick the Hide Inactive and Hide Archived checkboxes to exclude the inactive and archived KPIs. If you wish to save the filter options you selected, to be used next time as well, you can tick the Save as default checkbox. You can use the Clear Filters button to clear the filter selections.

You can drag and drop a column header to the area shown below the period view selection in order to group the KPI by that particular column header.

  • STEP 3: Click on the Graph icon on a specific KPI record to view the graph.

Please refer KPI Graph page for further explanation on the new functionalities.

  • STEP 4: You can use the email icon to send an email about the relevant KPI.

  • STEP 5: To find out more detailed information in relation to a KPI, click the KPI hyperlink. This will open in a new window so the EIS page remains open.

You have the option of exporting the data to an Excel sheet by clicking on the excel export icon.

Business Rules for Trend arrow display

Trends are calculated by comparing the targets and actuals from the current period and the targets and actuals to 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 KPI target. Then current period YTD and previous period YTD are compared and a trend is shown.

Trend arrow display for Trend KPIs – The above criteria is applicable for all KPIs with the exception of 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.

View other articles under this section: