Consolidation and Linking on Gestiona

The KPI Totalization and Linking tabs have changed!

Instead of viewing the Totalization or Linking levels in tabs, the system now displays all the details of the structure in a cascade. With this new form of viewing, you will more easily visualize the hierarchical relation between KPIs at their different levels.

When opening a new totalization or linking tab, you will have an arrow that indicates that below that KPI, there are other related items. According to the structure created, you can easily navigate between all levels of the structure, viewing the KPIs and their results in a fast, dynamic and intuitive way.

IMPORTANT:
The system treats totals and linkings separately, that is, there is one tab to display Totals and another tab to display Linkings.

In this article we will see:

Viewing a Totals of KPIs

Click on the arrow on a KPI that has a consolidation.

Note that in KPI there is also an arrow on the left of the KPI’s name. This means that this KPI also contains a totalization at the lower level. Click on the arrow on KPI to expand and view the KPIs that make up this total.

In cases where there are more levels of totalization, just click on the KPI’s arrows to expand and view the KPI for the levels below. As the structure expands, you will notice how the KPIs relate to each other on a single screen.

 

IMPORTANT:

In the CONSOLIDATION tab it is only possible to view the data of the TOTALIZED KPIs.

In the LINK tab it is only possible to view the data of the LINKED KPIs.

TESTE

Viewing a KPI Link

In this example, we will click on KPI.

When you click on thearrow, you will see the same cascading structure seen in the previous example.

To view all link levels, simply click on the arrows to expand the view.

 

TESTE

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