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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?