Performance Management – KPIs

An organisation’s Key Performance Indicators can be added first and then they can be used to assess performance after creating targets, entering actuals, viewing graphs of the KPI and linking the KPI to the Organisational or Planning structure.

Go to Planning > Performance Management > KPIs.

The KPI list on the right displays all available KPIs in the system.

All single, normal KPIs are displayed with their KPI title.

KPI types, however are indicated as a superscript; ‘Trend’  KPIs by a small red ‘T’, ‘Rollup’ KPIs with a small red ‘R’ and ‘Calculated’ KPIs with a small red ‘C’.

Refer KPI Types for more information.

You can filter these records by ‘Only My KPIs’ which will display only the KPIs that you are responsible for. You can alternatively filter to view only the ‘Active’ KPIs, which will prevent any inactive KPIs from being displayed.

If you choose ‘Archived’ KPIs, it will display KPIs which are no longer shown in the default list because they have the ‘Archived’ checkbox ticked. 

You can also conduct a keyword search by typing in a few letters of the title and hitting ENTER on your keyboard.