Executive Console - Key Performance Indicators Panel

Use the Key Performance Indicators Panel to specify which key performance indicator (KPI) you want to use as the basis for a report or a 3D compare view chart that is displayed in the Content View Panel.  KPIs are quantifiable metrics, both financial and non-financial, used to assess the present state of your business and to prescribe a course of action.  The KPIs available on the Executive console are predefined in the software.  The table following the window example describes the Key Performance Indicators Panel for the Executive Console.

For additional information, click More.

Tips:

 

Directions:

To display the Key Performance Indicators Panel, simply open the Executive Console.

Tip:  To display a KPI report or a KPI chart in the Content View Panel, refer to the instructions in the table below.

 

Executive Console - Key Performance Indicators Panel Example:

 

Key Performance Indicators Panel Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Working with Heading Levels

KPIs are nested within headings, which are similar to the nested folders in the Console Items Panel.  To reveal a specific KPI, open the appropriate heading level.

How to open and close heading levels:

  • To expand a heading level, click Plus .

  • To collapse a heading level, click Minus .

Changing Panel Size

To change the size of the Key Performance Indicators Panel:

  • Width:

1.  Move the pointer to the right panel border, until the cursor image changes to the Resizer Tool .

2.  Drag the border left or right to resize the panel.

  1. Height:

1.  Move the pointer to the bottom panel border, until the cursor image changes to the Resizer Tool .

2.  Drag the border up or down to resize the panel.

Hiding & Revealing KPI Panel

When you expand the size of the Content View Panel, it temporarily hides the Key Performance Indicators Panel along with the Console Items Panel.

  • To hide the Key Performance Indicators Panel, click Expand Content View Panel .

  • To reveal the Key Performance Indicators Panel, click Shrink Content View Panel .

Opening KPI Reports

To display a KPI report in the Content View Panel:

1.  Click Report View  in the Key Performance Indicators Panel.

2.  Click the desired KPI that you want to display as a report.
Tip:  To open and close report headings, click Plus and Minus .

Tips:

  • Each time you open a report, a new sub-panel for the report opens in the Content View Panel.  You can scroll to see all of the open KPI reports.

  • To change the Report View style, click Search .

  • For more information about working with KPI reports, see the Executive Console - How To... topic.

Opening KPI Compare View Charts

A Compare View, which is a defined view for a chart, allows you to graphically compare key performance indicator data in a bar chart or line chart.  You can define a temporary Compare View, or you can save the definition for reuse by assigning a Compare View Name to the definition.

To open a chart for a Compare View in the Content View Panel:

1.  Click Compare View  in the Key Performance Indicators Panel.
Tip:  Each time you open a Compare View chart, a new sub-panel for the chart opens in the Content View Panel.  You can scroll to see all of the open KPI charts.

2.  Click a KPI.

3.  To display the Compare Parameters Window, click Search  in the appropriate Content View Sub-Panel.

4.  Define the Compare View.
Or, open an existing Compare View definition.

5.  To display the SnapShot Compare Chart Setup Window, click Chart .

6.  Define the settings, and then click OK .

7.  If you want to save the Content View definition for future use, enter the Name and click Save  at the Compare Parameters Window.

8.  To display the chart in the Content View Panel, click OK at the Compare Parameters Window.

Tip:  For more information about KPI charts, see the Executive Console - How To... topic.

Other Executive Console Topics