Difference between revisions of "Simple KPI"
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==== '''Explanation''' ==== | ==== '''Explanation''' ==== | ||
The Simple KPI section allows you to track statistical data in a monthly or daily view. We call these '''Simple KPIs''' because there is no calculation or normalization applied and no goals specified. This section simply provides you with a way to visualize data in line and bar charts on a monthly or daily basis. | The Simple KPI section allows you to track statistical data in a monthly or daily view. We call these '''Simple KPIs''' because there is no calculation or normalization applied and no goals specified. This section simply provides you with a way to visualize data in line and bar charts on a monthly or daily basis. | ||
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==== '''Instructions''' ==== | ==== '''Instructions''' ==== | ||
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For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']] | For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']] | ||
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Latest revision as of 13:36, 6 August 2019
Explanation
The Simple KPI section allows you to track statistical data in a monthly or daily view. We call these Simple KPIs because there is no calculation or normalization applied and no goals specified. This section simply provides you with a way to visualize data in line and bar charts on a monthly or daily basis.
Instructions
By default there are 7 available KPIs per KPI group and each one can be configured independently. The number of rows tracked is unlimited and you can add a new row to any KPI by clicking on the Add Another Row button. Once you have selected the method of tracking (Monthly or Daily), you will want to add enough rows to track each data set, set the title for each row and start entering data.
Below the data entry section 4 graphical charts are provided; Line Chart - Cumulative, Line Chart - Actual Values, Bar Chart - Cumulative and Bar Chart - Actual Values. The cumulative charts simply add the total of all prior values for each plot point while the Actual Values charts display the actual values for each plot point.
Report Documents
For details on Printing Reports see the section on Simple KPI and Sales Management Simple KPI Printing
