Registering a KPI: Easy Registration

To use quick registration and create a new KPI it is very simple, just click on the first icon in the menu and the window for creating the new KPI will appear.

After clicking on the icon, the registration screen will appear.

If you are unsure how to define your KPIs, you can access our  knowledge base

After picking a result to manage, you must register the name of your KPI.

The description of the KPI is optional. You should describe important information that will assist you in tracking your KPI, for example: calculation formula, data origin, metric parameters, etc.

Next, you must select if the result is GOOD WHEN:

• More +
• Equal/Same =
• Less –

In the next step, you must enter the Monthly Goal value after entering the measurement unit of your KPI, such as:

• $
• Unit
• Quantity
• Others

After defining the unit of measurement, select how the goal should be calculated. To do this, choose from the options:

• Sum of Period – calculates the sum of the goals from January to December.
• Average of period – calculates the average of the goals from January to December.
• Monthly comparison of process range againt client range – shows the goal value month by month.

The last step is to add the history values of your result. To do this, simply click in the Accomplished boxes and type in the information.

Note: The green range will be set automatically by the system based on your Metrics history.

After filling in, simply click the “Done” button. The system will apply an update to the screen and your item will be listed at the beginning of your dashboard.