Manage KPI in Form

Author: Kepion Product Team

Introduction

Forms allow you to create and manage Key Performance Indicators (KPI). Simply edit the form in MODELER and right click on the cell where you would like to define the KPI. The screenshot below shows two KPI options in the menu, Add KPI and Manage KPI. You can choose the first option when you want to create a new KPI and the second option when you want to make edits to an existing one.

Example

When you select Add KPI, the KPI window will appear. The KPI definition is organized into three sections:

• SCOPE
• TARGET
• FORMAT

The SCOPE section defines the region on the form to which the KPI definition should apply. In the example below, we want to apply this KPI definition to only the Product GM % Account member on the form, where it intersects with the row for All Brands.

Tip: If you change the form filter to different years or scenarios, this KPI definition will still apply as long as both the Product GM % member and All Brands member appear on the form.

You can choose to include and exclude other dimensions and members to narrow down or widen the scope of the KPI.

Next, you will need to define the TARGET for the KPI. This area is designed to be very flexible. You can choose to define target conditions for numeric and text data. You can also Add or Remove conditions by clicking on the relevant buttons and order your conditions by using the UP and DOWN buttons.

Finally, you can define formatting options around the KPI definition. The options included here are different vertical and horizontal alignments, sizing of the KPI, different KPI styling, and whether to hide the cell value when the KPI is displayed in the Form.

Then click Finish and your KPI will be added to the form.