Overview
Getting the most out of your KPI report requires some initial setup of the Target, Alert and Range parameters for each KPI. These settings impact how your KPIs are displayed on the main report page and in your other publishing options:
- Targets - what your KPIs are being reported against
- Alerts - a notification when a KPI value exceeds a specified limit
- Ranges - the upper and lower tolerances in your KPI reporting
The KPI Manager
The KPI Manager is where you create and manage the reporting of all your KPIs. Access it by clicking the Setup tab on the KPI page. The main KPI settings are:
| Setting | Description |
|---|---|
| Type | Inbuilt or Custom KPI type (Formula / Account) |
| Favourable | Define the positive outcome (Higher / Lower) |
| Target | Set the target data source (Enter Data / Comparative) |
| Total Type | Define how quarterly and annual periods will treat your data in reports |
| Range Type | Set your range type (# Range / % Range) |
| Alert | Toggle on alerts |
Targets
Nominating your target data lets you choose between budget, forecast and manually entered data:
| Option | Description |
|---|---|
| Enter Data | Compare against manually entered data |
| Comparative | Refers to your selection in the Compare To dropdown on the KPI Manager toolbar |
Upload Target Data Template (UTDT)
Target, Range and Alert data can be reviewed, edited and reimported through the Upload Target Data Template.
Alerts
Alerts are designed to bring critical outcomes to your attention at a glance.
To set up an Alert:
- Select Enter Data to activate an alert row.
- Input your alert data for each month. If the value is unchanging, right-click on the value and select from the Fill options.
- Click Save KPIs to lock in your changes.
Ranges
The Ranges function impacts how the Result column presents the increase or decrease against target. Select Percentage or Value as your Range Type to activate the Upper Range and Lower Range rows.
| Result Arrow | Favourable = Higher | Favourable = Lower |
| Above target and above upper limit | ||
| Above target but within upper limit | ||
| On target | ||
| Below target but within lower limit | ||
| Below target and below lower limit | ||
To set up Ranges:
- Select Percentage or Value as your Range Type. This will activate the Upper Range and Lower Range rows.
- Input your upper and lower ranges for each period. If the value is unchanging, right-click on the value and select from the Fill options.
- Click Save KPIs to lock in your changes.
If you need any assistance please contact our support team at: support@castawayforecasting.com