Admin: KPI Dashboard

Admin -> KPI Dashboard

Use this page to configure goals, working days, and color-coded performance levels for the KPI Dashboard. 

KPI Training video by Rochelle Weathers

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Overview of Controls

1. Year | 2. Department | 3. Scorecard | 4. Status of KPI metrics | 5. Set Levels by Percentage of Goal | 6. User Groups | 7. Month | 8. Goal | 9. Working Days | 10. Monthly Color Levels | 11. Daily Color Levels | 12. Yearly Color Levels

1. Year Select the year you wish to configure.

• Past: View historical data back to the company start year.

• Current: Input goals for the current fiscal year.

• Upcoming: Pre-set goals for the next fiscal year.

2. Department Select the specific department for these goals.

• Note: Changing this selection updates the User Groups list to reflect groups assigned to that department.

3. Scorecard Select the specific scorecard you wish to configure (e.g., Revenue, Calls, etc.).

4. Status of KPI Metrics

• Historical Data Last Updated: Shows the timestamp of the latest metric changes.

• # Records Pending: Indicates system actions that have not yet processed.

  • Action: If this number is high, refresh the page or re-select the date to update the scorecards to real-time.

  • Note: If you are viewing future dates, you may see "pending records" regarding incomplete days from the previous year. These can safely be ignored..

5. Set Levels by Percentage of Goals

Check this box to automatically calculate Good/Warning levels based on percentage inputs.

• Standard Metrics: Enter a percentage < 100%.

• Reverse Metrics (e.g., Cancellation %, Redo %): Because a lower number is better, enter a number > 100% to set the warning level correctly.

6. User Groups Displays the User Groups associated with the selected Department.

• Click (Edit) to navigate to the User Groups management page.

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Monthly Configuration

7. Month Indicates the specific month you are currently editing.

8. Goal Input the target goal for the month.

• Note: Some scorecards (e.g., Calls) calculate automatically based on other metrics (Revenue, Job Average, Closing Rate, etc.).

• 8.a. (Copy Down): Copies January’s goal to all subsequent months in the year.

• 8.b. (Historical): Displays the goal used for this month in previous years.

• 8.c. (Input): Enter your new goal here.

9. Working Days Applies to Revenue Scorecard only.

• 9.a. (Copy Down): Copies January’s working days to all subsequent months.

• 9.b. (Historical): Displays the working day count from previous years.

• 9.c. (Input): Enter the number of working days for the current month.   

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Color Level Configuration

Understanding Color Levels:

• Increasing Goal (Higher is better): Warning Level should be lower than the Good Level.

• Decreasing Goal (Lower is better): Warning Level should be higher than the Good Level.

10. Monthly Color Levels

Define the thresholds for the Monthly View.

• 10.a. (Copy Down): Copies January’s levels to all subsequent months.

• 10.b. (Green/Good): Input the value required to achieve "Green" status.

• 10.c. (Yellow/Warning): Input the value at which the status turns "Yellow."

11. Daily Color Levels

Define the thresholds for the Daily View.

11.1. Standard Scorecards

• 11.1.a. (Copy Down): Copies January’s levels to all subsequent months.

• 11.1.b. (Auto-Calculate): Check this box to automatically calculate daily levels. Uncheck to set manually.

  • Formula:

    Daily Level = Monthly Color Level / Working Days

• 11.1.c. (Green/Good): Input the daily value for "Green" status.

• 11.1.d. (Yellow/Warning): Input the daily value for "Yellow" status.

11.2. Number of Bookings Scorecard

This scorecard allows specific goals for different days of the week (e.g., higher goals for Mondays vs. Saturdays).

• 11.2.a. (Copy Down): Copies January’s daily distribution to subsequent months.

• 11.2.b. (Settings): Opens settings to define day-of-week levels as a percentage of the Monthly Level.

• 11.2.c. (Day Selection): Click a day to set its specific goal.

  • Note: The number in parentheses, e.g., (4), indicates how many times that weekday occurs in the selected month.

• 11.2.d. (Weekly Total): Displays the current "Good" level total for the week.

• 11.2.e. (Input): Enter your desired Good and Warning percentage for that specific day of the week.

• 11.2.f. Calculations:

  The system uses the following logic to determine daily targets:

  Daily Good Level = (Monthly Good Level * Daily Good Level %) / Count of specific weekday in month
  Daily Warning Level = (Monthly Warning Level * Daily Warning Level %) / Count of specific weekday in month

   

  

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Yearly Summary

12. Yearly Color Levels

Located at the bottom of the page.

• 12.a. (Total): The sum of all monthly goals for the year.

• 12.b. (Green/Good): Input the yearly total required for "Green" status on the Yearly Dashboard.

• 12.c. (Yellow/Warning): Input the yearly total at which the status turns "Yellow."