Creating a KPI

This topic describes the procedure to create a KPI.

KPI helps to monitor and capture critical information pertaining to Business Process or Activity. KPIs are created over a various data sources, one of which can be a Business Measure. KPI creation can just re-use the data set that is already filtered or defined in the business measure. It is also possible to enhance the data set that is being received from business measure. Scheduled capturing of the details that are to be monitored is possible with an explicit scheduler that is associated.

1. Select a starting point and select (KPI) to create a KPI. The Untitled KPI - KPI window appears.
   
2. Enter Name and Description of the KPI.
   Note: Entering name in the Name field is mandatory. Special characters are not allowed and the KPI name should not begin with a number.
   
3. Enter goal of the KPI in Goal text area. For example for a KPI the following could be the goal, 'Monitor the average cycle time of OrdertoCash Process to ensure that all the escalations are handled in time'.
   
4. Define Objectives as part of creating a KPI.
5. Click Next to attach a Business Measure, which is the source for monitoring.
   
6. Click Next to build expressions on top of the Business Measure selected and also provide Web service definition set details. You can modify this query further in the Expression builder.
   
7. Click Finish to create KPI with an attached Business Measure. A KPI is created and added to the project content tree. Alternatively, you can also choose to define Scheduled execution of the KPI, and also define actions when particular conditions get satisfied. Select Define Schedule check box and click Next to define Schedule for executing KPI. It is possible to have multiple time slots for each rolling period that is selected during which the KPI should be executed.
8. Select Define Actions check box (optionally you can also select Model Email to be triggered as an action check box, in case you want to model an email template and send email as part of action) and click Next to define Actions.
9. Click Finish.
   A KPI is created and added to the project content tree.

   Note: You cannot rename a KPI after it is created.

   After you complete this task: You can publish the KPI to the organization, and use it to create the required dashboards.