Strategy Configuration – Replicate KPI Targets

This setting is used to replicate/copy the targets, variances, benchmarks and forecast of the KPIs from one reporting period to another. You can select the type of KPIs and the type of data to be replicated using the tick box options given under this setting page.

  • STEP 1: To Navigate to this page, go to Configuration> Replicate KPI Targets.

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Figure 1.1
  • STEP 2: Select the reporting years from the drop-down menus under the titles ‘From’ and ‘To’, in order to copy the data from the specific reporting year to another reporting year.

  • STEP 3: Select the type of KPIs to be copied and the type of KPI data to be copied using the tick box options.

  • STEP 4: Once you have made your selections, click on the Replicate button to complete this setting.

Note: This would be applicable for Active KPIs only.

  • Even if you tick ‘Trend KPIs’ and choose ‘Copy Targets’ and ‘Copy Variances’ nothing will be copied because Trend KPIs do not have the ability to record Targets OR Variances as a system rule. You can only copy Benchmark/Forecast (if available) for Trend KPIs. Similarly, Calculated KPIs where the Calculation Method is set to ‘Automatic’ will only copy the Variance (if available).

  • Ticking ‘Calculated KPIs’ will not replicate the underlying sub KPIs unless they too are of type ‘Calculated’ (i.e. nested Calculated KPIs).

  • When you select the 'Overwrite existing values' tick box, the current values (Targets and Actuals) given to the KPI will be overridden with the values from the reporting year which was replicated.

  • If you select to replicate the values while the 'Overwrite existing values' is unticked, the values will be copied only to the KPIs which doesn't have any data assigned.


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