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When using the KPI dashboard, you can efficiently search for specific KPIs by entering their code or name in the search box provided. The "Filters are applied" will be displayed next to the search box, indicating that the list is filtered. The burger menu has the option to display the KPIs in a list or pipeline layout.
The Default Baseline and Default Target columns show the initial and expected levels of performance of the KPI.
When managing KPIs, utilize the following available options:
- Click the '+Add KPI' button to add a new KPI.
- Use the Delete icon (displayed as a bin icon) to remove unnecessary KPIs.
- Organize and filter KPIs using the Owner column, which displays the original creator of each KPI, and the associated Portfolio feature in the column next to it.
Efficiently manage your data by filtering through pages and setting the number of items displayed per page on the Items per page section.
Monitor the status of each KPI by checking the 'Up to Date' indicator, which turns green when a KPI is up to date and red if not.
Use the KPI Filter to set specific criteria when searching for a KPI.
To filter for a specific KPI, locate the Filter button in the right-hand corner and click on it. This action will reveal the filtering menu that is displayed as follows:
If your organization operates multiple sites, you can filter by Site to narrow down your search on the Portfolio section. If you want to include any KPIs from the same Portfolio, click on the 'Include Descendants' option. You can also filter down to the Owner of the KPI from the available options. If there are any Tags associated with the KPI, input them accordingly. Finally, click on the Filter button to apply the selected filters and view the KPIs. You can clear the filters by clicking on the Clear button.
Click the Options icon to open the Column Picker in the right-hand corner of the screen to determine which columns will be displayed when viewing the KPI List. The screen will display similar to the screenshot below:
On the KPI List, you will find fixed columns which are always visible for easy reference. These are displayed in the Fixed Columns section. You can customize your view by adding columns or hide columns from view by removing them with a click on the red "-" icon or the green "+" icon . Once satisfied click on Apply, or the Reset button to remove the filters from the KPI List.