Custom KPI Analysis - Revision history

Tim Peeler at 17:35, 6 August 2019

2019-08-06T17:35:36Z

Tim Peeler at 16:22, 6 August 2019

2019-08-06T16:22:37Z

Tim Peeler at 16:21, 6 August 2019

2019-08-06T16:21:57Z

Steve Kleinman at 16:39, 21 July 2019

2019-07-21T16:39:47Z

Steve Kleinman at 16:39, 21 July 2019

2019-07-21T16:39:25Z

Tim Peeler at 13:19, 19 July 2019

2019-07-19T13:19:11Z

Tim Peeler at 13:17, 19 July 2019

2019-07-19T13:17:23Z

Tim Peeler at 12:19, 28 June 2019

2019-06-28T12:19:07Z

Tim Peeler at 19:19, 23 January 2019

2019-01-23T19:19:52Z

Tim Peeler: Created page with "initial creation, needs updated"

2018-11-12T18:31:15Z

Created page with "initial creation, needs updated"

New page

initial creation, needs updated

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 ==== '''Explanation''' ====
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 The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.
 ==== '''Report Documents''' ====
 For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

@@ Line 14: / Line 14: @@
 The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.
 ==== '''Report Documents''' ====
 For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

@@ Line 10: / Line 10: @@
 The ''Goal Analysis''' month to month statistics is separated into two halves.  On the left side, a month to month comparison shows your performance on a month to month basis. On the right side, a year to date chart shows your '''Annualized Goal'''. In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, and the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).
-The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, your '''Annualized Goal''' determines your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.
+The month to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, your '''Annualized Goal''' determines your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.
 The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.

← Older revision		Revision as of 16:39, 21 July 2019
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−	~~'''~~==== Explanation ====~~'''~~	+	==== '''Explanation''' ====

	You can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.		You can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.

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-After creating your [[Custom KPI Data Entry|'''Custom KPI''']], you can analyze performance in this section.  The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.
+'''==== Explanation ===='''
-The ''Goal Analysis''' month to month statistics is separated into two halves.  On the left half a month to month comparison is provided showing your performance on a month to month basis.  On the right hand side, a year to date chart is supplied using your '''Annualized Goal'''.  In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).
+You can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.
-The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months.  In the year to date section, we use your '''Annualized Goal''' to determine your performance using the average or accumulation method you specified.  In the year to date section, previous months performance contributes to the following months success and your success for the year overall.
 The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.
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 For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]

← Older revision		Revision as of 13:19, 19 July 2019
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	==== '''Report Documents''' ====		==== '''Report Documents''' ====

−	For details on [[Printing Reports\|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing]]	+	For details on [[Printing Reports\|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing\|'''Preset and Custom KPI Printing''']]

← Older revision		Revision as of 13:17, 19 July 2019
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	The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.		The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.
		+
		+
		+
		+	==== '''Report Documents''' ====
		+
		+	For details on [[Printing Reports\|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing]]

← Older revision		Revision as of 19:19, 23 January 2019
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−	~~initial creation~~, ~~needs updated~~	+	After creating your [[Custom KPI Data Entry\|'''Custom KPI''']], you can analyze performance in this section. The analytics are provided in two formats: a '''Goal Analysis''' month to month statistics chart and graphical line and bar charts.
		+
		+	The ''Goal Analysis''' month to month statistics is separated into two halves. On the left half a month to month comparison is provided showing your performance on a month to month basis. On the right hand side, a year to date chart is supplied using your '''Analyzed Goal'''. In both sides you will see your month over month performance for the current year, prior year, difference as a percent the goal for that month, the performance to goal difference as a percent and an indicator of Goal (met or exceeded your goal), Close to Goal (You came within 10% of meeting your goal) or No Goal (you achieved less than 90% of your desired goal).
		+
		+	The monthly to month performance section simply gives you an overview of how you performed for that month regardless of your performance in other months. In the year to date section, we use your '''Analyzed Goal''' to determine your performance using the average or accumulation method you specified. In the year to date section, previous months performance contributes to the following months success and your success for the year overall.
		+
		+	The '''Goal Analysis''' section can be customized to turn off month to month and goal percentage differences if you like. In the graphical line and bar charts section, you are presented with multiple charts to help you visualize your performance over time.