KPI Management

A KPI is a Key Performance Indicator used to measure the performance of a Portfolio Element.

Defining KPIs

Open the YouDesign Command Settings -> KPIs table from the Application Menu.

A – To define a new KPI, press the New button.

B – Shows the KPIs defined.

KPI Definition Form

Creating KPI definitions is straightforward.

KPI Breakdown Values

KPI Breakdowns must be entered as numbers to produce reports and enable comparisons. The description should include an overview of allowed values and their meaning (for example, 10 = high, 1 = low).

A – Enter a short name for the KPI.

B – Enter a brief description of the KPI.

KPI Section – Defining KPI Breakdowns

KPI Breakdowns are the instances of KPIs with the real values. The KPI section allows users to define KPI Breakdowns and visualize the data.

A – KPI Overview Report showing average values per KPI.

B – KPI Breakdowns

C – Double-click the "Insert a new row..." field to select and enter information for a specific KPI Breakdown.

• Name – Select a descriptive name to distinguish it from other KPI Breakdowns. Planned and Actual KPI Breakdowns should have the same name.

• KPI – Select a defined KPI.

• KPI Reference – specifies the nature of the KPI Breakdown.

  • Actual – The actual value of the KPI Breakdown, typically measured as of today.

  • Baseline – The starting value or industry-specific reference value (for example, APQC process KPI).

  • Planned – The target value to be achieved within a specific timeframe.