08 necto working_with_kpi_ready

Necto TrainingModule 8: Working with Key Performance Indicators (KPIs)

Objectives

By the end of this lesson you will be able to perform basic analytics by:

Using KPI to see if you have met your goalsDefining your own KPIs

Agenda

Introduction to KPIsDefining KPIs Using the Wizard

Introduction to KPIs

Case Study

Linda TaylorVP Sales

I’d like a quick visual way to see which of my regions is not reaching their targets

What are KPIs?

Key Performance IndicatorsClear indication of performance compared to goal

Value

Goal

Minimum Value

Maximum Value

Trend

Advantages of Panorama® Necto™ KPI

Distill information into indicatorsMonitor progress towards goalsHighlight variances from targetsDynamically update with slicing and drillingDrill through to analyzeCustomize to suit any requirement

KPI TypesSingle KPI Status Value

Pre-defined KPI Status Values

Multiple KPI Status Values

KPI LayoutDashboard KPI Layout Crosstab KPI Layout

Defining KPIs Using the Wizard

Each store’s target is to increase sales by 10%.Can I define KPI’s that will show me if they reach their target?

Defining KPIs

What Needs to be Defined?

Goal

Minimum Value

Maximum Value

Trend

KPI is part of a view

Using the KPI Wizard

2. Select Tools > Define KPI

3. Select layout

5. Click Add..

4. Adjust display options

1. Select a view

Selecting a KPI

1. Select Category

2. Select a KPI from the category

Description of the KPI is available

Define Parameters

Define Goal

Define Trend

Define Minimum

Define Maximum

Select Images

Click to assign colors to value ranges

Select image for KPI

Select image for trend

Modifying KPI Color Range

Select SetUsed for Dashboard KPI

Used to simulate drill down

Click for advanced set definitions

Advanced Set Definition

Finish – Define Name and Description

Name and description

KPI Definition Summary

Summary

KPI DefinitionContaining ViewGoalMinimum valueMaximum valueDisplay methodTrend

Definition tool: Desktop Client

Exercise

Define KPIs that will show If sales goals have been reachedIf target number of customers has been reached

Thank youAny Questions?