In this article

Overview

KPI Chart

Next Steps


Overview

This section allows you to configure how the captured KPI values will be displayed on the chart. KPI charts play a vital role in helping businesses measure, track, and enhance their performance. They provide actionable insights, support data-driven decision-making, and improve communication, ultimately contributing to the overall success and sustainability of the organization.


KPI Chart



Navigate to Analysis > KPIs. Click on the Name of the KPI you want to add values to.


The KPI Chart displays the values that were captured in the KPI Values section. All the values take into consideration the unit of measures display factor; chart value = captured value * UoM display factor.



Click Chart to access the chart section for the KPI.
The dates and bars correspond to the date range selected in the right summary area. The selected date will be the last date shown on the chart.
The colour scheme indicates what colour will be displayed for that specific time frame.
This line on the chart shows how the values reflect the Baseline value.
This line on the chart shows how the values reflect the Target value.
The summary section is calculated based on the selected Performance Period; change the performance period in the Chart Options panel. Read more here: KPI Options



Note: In order for the status to be calculated, an Actual value for the performance period is required; no actual value will display in grey with N/A variance.

Green Status
An actual value was captured and performance is better than the target, resulting in a positive variance calculated. For example, an upward tending KPI with a target of 90 and a captured actual of 100 will result in a variance of 10. 

Red Status
An actual value was captured and performance is below target, resulting in a negative variance calculated. Forexample, an upward trending KPI with a target of 100 and a captured actual of 90 will result in a variance of -10.


Hint: KPI Charts will display custom target lines as well for KPIs that have custom targets. To show/hide custom targets on the chart, use the "Display Custom Targets" option found in the KPI Chart options panel.


Next Steps

Now that the KPI Chart has now been configured, for further reading on KPIs see: KPI Tools.