Skip to main content

Update KPI - KPI List tab

The KPI List is a master list of Objective KPIs.  This list can be used to update KPI Results in Bulk (e.g. by a financial controller) and this screen also controls which Objectives are shared with the Portfolio team to use for the Valuation Formula.

The Update KPI button will show on the top right of the Objective List screen:
update_kpi_button.png
(If this button is not visible, it can be enabled from Company > Admin > Preferences - Enable Update KPI)

Example of the KPI List tab:
kpi_list_tab.png

Back Arrow
back_button.png 		At the top left of the screen, this takes you to the previous screen viewed.
Expand Screen
expand.png 		The arrow icons make the menu down the left hand side of the page invisible
to maximise the space available to display the details.
When you use the button again the menu will reappear.
Close Window
close.png 		Use the X to close the page (the main screen will show blank). 
Choose a sub-menu from the left hand side to load a page.
Refresh
refresh.png 		Looks for any updates to information displayed on the page.
Add
add.png

The + Add button will show a pop up window,
which allows you to search for an Objective to include in this view.

The Objective must have the KPI tracker configured.

Objectives already included in the KPI List will be shown with a strikethrough.
kpi_list_add.png
Once you have found one or more Objectives,
tick the checkbox to the left of the names
and click Add to include them in the KPI List.

kpi_list_adv_search.png
Use the Advanced Search to filter the list by Owner and Tags
or to look for Value Drivers / Supporting Objectives.

Adding Objectives to the KPI List makes the Objective available for the Portfolio team to use the Objective as part of the Valuation Formula.
View
view.png 		The View button will show greyed out until a single Objective has been selected in the table (where the row is highlighted yellow).

Clicking on View will take you to the Objective Details screen.
Remove
remove.png 		The Remove button will show greyed out until at least one Objective has been selected in the table (where the row is highlighted yellow).

Clicking on Remove does not delete the Objective from the Value Creation Plan,
it only removes it from the Update KPI View.

You will be asked to confirm before you go ahead with this action.
remove2.png

If an Objective was removed in error, it can be brought back
into the list again by clicking on + Add.
Up
up.png 		The Up and Down  buttons will show greyed out until a single Objective has been selected in the table (where the row is highlighted yellow).

The buttons allow you to change the order Objectives
are displayed in the Update KPI View.
Down
down.png
Export
export.png 		The Export option allows you to select from two options:
export2.png

Financial
Year (FY)

fy.png

 Change the drop down to view details for a specific year.
The system will show the Current year as the default.

This will change the date periods displayed,
along with the target and actual result information.

Objectives will continue to be displayed in the list, even if they do not apply to the financial year selected but the targets and actuals will show greyed out.
Quick
Search 		Quick Search allows you to filter the view by searching for an Objective Name.
search.png
You can also use the drop down to filter by Tags
(if Tags are being used by your Company)