In order to use KPIs, the organisation needs to have the KPI-Analytics add-on
Use the KPI function to import key figures from your operations into Boardeaser. These can then be used in various components and reports.
This guide concerns the creation of KPIs for individual organisations.
There is a video that goes through KPI management, Reporting setup
There is also a video showing how to use KPIs, Reporting usage
More recordings are available on the page Recorded training.
Create KPI
If you have a handful of KPIs to update, it is easiest to do so directly in the web interface. The alternative is to export a template to Excel or Google Sheets, then fill it in and import it. However, it is recommended to create the KPIs first and assign a value to each, so that all will be included in the export. The advantage is that you get the correct spelling, etc., and do not risk errors there.
Additional information about exporting a KPI template and filling it in can be found here.
To create individual KPIs, click on Finance > Data management in the left menu and click on the "KPIs" tab. Then click the "New KPI" button.
Start by naming the KPI with the name to be used in the system. It must not contain spaces and only characters from a to z and _ (underscore).
NOTE! It must not exceed 64 characters when creating a KPI value, whether using the Excel template or entering it directly in the system.
Note that the "Name" field cannot be changed after you click "Save", as it is a fixed data field.
Then you can write a description of the key figure and specify a unit, if desired.
Specify the type of variable data:
- Result: A new value must be specified on a date for it to be counted; otherwise, no value will be shown.
- Balance: All values apply until further notice; if you specify a value for a date, it will apply to all dates after that until a new value is specified.
If you want to use a budget formula together with a KPI, you must create it as a result, as it is not possible to have a budget on balance values.
Another difference is that for balance KPIs, values cannot be accumulated. This means that it is not possible to use balance KPIs together with formulas in components that have "accumulated".
Choose whether the KPI should be visible throughout the organisation, or private, so that only the person who created the KPI value can see it.
If KPI values are registered for several business areas, you can tick "Sum business areas" to create a total for the organisation. This assumes that business areas are created in the system. More information on how to do this can be found in this guide Create business areas.
Press "Save" when the information is correctly entered.
Afterwards, you can enter data in the "variable data" tab.
Alternatively, export a KPI template, fill in the values, then import. See the guide How to enter key figures in a KPI template?.
If values are to be registered by business area, you must first select it from the "Select business area" drop-down list. If it should apply to the entire organisation, leave the box empty. Those values will automatically be placed under "organisation".
By default, values are entered into the KPI with the outcome type.
Select the date: always start with the date furthest back in time, in the box to the right, enter the value, and press "Add".
It is also possible to enter values for budget and/or forecast. Then select that type in the drop-down list under "Budget", and you can register values for these categories as well.
If you enter values with budget or forecast selected, it enables you to manage the value in the system with the budget/forecast formula, in the same way as you can manage legal accounting for individual companies or group-imported data for group companies.