Create a new KPI from the Create New menu, filling in its five sections in turn and then publishing it.
Open the Create KPI window
2. In the top right corner of the screen, click Create New in the master navigation menu.
3. Select KPI from the dropdown menu.
The Create KPI window opens. It has two main parts:
Input fields on the left side | This is where you enter the data for the new KPI. |
Navigation outline on the right side | Use this to move back and forth between the sections of the Create KPI window. |
Complete the five sections
You create a KPI in five sections, each collecting a different type of data.
KPI Basics | The KPI's basic properties: name, pillar, description, format and target. |
Advanced Details | Direction ("lower is better"), aggregation (sum or average), formulas for calculated KPIs, optional RAG thresholds and Pareto categories. |
Frequency | How often values are due, and the KPI's start and end dates. The start and end time set the daily window that drives the calendar entry and reminder email. |
Access & Visibility | Assign the KPI to the user responsible for updating it, and set whether the KPI is private, facility-wide, or visible to selected roles or users. Assignees receive reminders. |
Source | Where the KPI's values come from: Manual entry, LeanSuite module data, Google Sheets, or Microsoft Excel on OneDrive or SharePoint. |
You must complete one section before moving on to the next. When a section is finished, the navigation outline on the right shows a green tick, and the next section becomes available.
4. Enter the data in each section in turn, and click Save & Next to move on.
5. When all sections are complete, click Publish to make the KPI live and ready for data.
Result
After publishing, View all shows the KPI's next review date.