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Product Update | November 2016

NEW FEATURE: Key Performance Indicators (KPIs)

Our KPIs have been re-vamped and added to your menu options between Strategies and projects.

Robust Functionality

kpi bowler.jpg

New capabilities you're bound to love:

  • Align all KPI's with your Fiscal Year (FY)
  • View all current FY KPI's across your organization in one place
  • Sort list views with the search field and NEW* Column Selector
  • Don't worry, the KPI Tab is still located within Projects and Strategies 

Multi-Year KPI Tracking

Fiscal Years KPI.jpg

 

View year-to-year metrics in one place: 

  • Define KPI details including new options like target type
  • Easily view and compare historical trends across multiple FY's
  • Color-coding in all KPI views allows for a quick snapshot of performance
  • Choose a year-to-date calculation from multiple setting options (sum, avg, etc.)

Interactive Functionality

Current FY KPI.jpg

Take action to get back on track:

  • Attach problem solving files to help identify why KPI's are off target (e.g. 5Y, RCA)
  • Assign and track Action Items to get back to green
  • Option to adjust Target each month
  • New bulk-edit capabilities for quick entry

That's all for now.

As always, if you have any questions or want to speak with a member of our team, you can contact us here anytime.