When we create a new KPI, we come across various sections that allows us to input data into the KPI related to its function and other properties.
Let's take a deeper look into the sections and understand how to use the options available to create an efficient KPI!
To begin, navigate to the Create KPI window by creating a new KPI using the create new option on the home page.
The five sections that make up a KPI are :
KPI Basics
Advanced Details
Frequency
Access & Visibility
Source
We will go through each section, see how it looks like and understand the options and fields available in each of the sections!
Section 1 : KPI Basics
Fields | Descriptions |
KPI Name |
|
Pillar |
|
KPI Description |
|
KPI Format |
|
Target Value |
|
Section 2 : Advanced Details
Fields | Descriptions |
Which direction is suitable for this KPI? |
|
How is this KPI aggregated |
|
Is this a calculated KPI |
|
Calculated by |
|
What are your RAG thresholds? |
|
Pareto Settings |
|
Section 3 : Frequency
Fields | Descriptions |
Start Date |
|
End Date |
|
Time zone |
|
Repeat Every |
|
Section 4: Access & Visibility
Fields | Descriptions |
Visibility (Private) |
|
Assignee |
|
Visibility (Facility) |
|
Facility |
|
Assignee |
|
Visibility (User) |
|
Roles |
|
User |
|
Assignee |
|
Section 5 : Source
Fields | Descriptions |
Google Sheets |
|
Setup/Sign In |
|
LeanSuite |
|
Module |
|
Facility |
|
Time Range |
|
Date |
|
Actual |
|
Target |
|
Microsoft Excel |
|
Setup/Sign In |
|
With this we have covered all the sections and their options that will enable us to create a KPI!