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Maintain components (KPI’s) in Business Performance Director

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The predefined components (also referred to as key performance indicators) carry the following information:

  • Predefined calculation formulas for the:
    • Component (KPI) itself
    • Return on investment – only for the following relevant components:
    Sales value
    Gross margin
    Inventory
    Accounts receivables
    Accounts payables
    Employee costs
  • Predefined trend indicators outlining if any comparisons need to take place and the symbols that will visually reflect the result
  • Selection criteria, when applicable

You can change any of these predefined components or add new ones. Do as follows:

  1. Access Business Performance Director.
  2. To change an existing, select the applicable components, right-click and choose Component/Edit/Component properties. To add a new, select Manage/Components and click New.
  3. You access the Edit component properties window, Main page, where you can add new or change any information but be aware of the following:
    • If you define a new component that requires data retrieval from a new Balance type in the Business Information Warehouse database, you have to define the formulas and any “key” selections (if applicable).
    • If you decide that the predefined component is not relevant, you can select the Hidden box. Any formulas that are referencing this component will still be valid (i.e. the values for this hidden component will still be retrieved and calculated in the formula).
    • If you deselect the Active box, the component will not be visible in the BPD workspace. Note: You will be prompted with a “denial” message if you disable this option for a components that is referenced in another component’s formula.
    • If you attempt to delete a predefined component, you will be prompted with a “denial” message if the component is referenced in another component’s formula.

    Field descriptions are:

    Active
    This box is selected by default, meaning that the component will be made public when you save the information. If you do not want to publish this component deselect this box.
    Code
    Enter the code for the component.
    Description
    Enter a description identifying the purpose of the component.
    Alternative description
    This field is optional, but can be used to define an alternative description. If entered, it will be displayed on the report.
    Display sequence
    The default sorting is by Code. If you want another sorting, enter the number indicating the order in which you want this new component to be displayed on the report, within its group.
    Group
    Pull down the list and select the Component group to which this component belongs.
    Unit text
    Enter the unit of the component (could be currency, percentage, days, etc).
    Decimals
    Enter the number of decimals in which you want to display the values.
    Value is amount
    Select this option if the result of your calculation is an amount. If selected, leave Unit text and Decimals blank since this information will be retrieved for the actual currency.
    Hidden
    Select this option if you do not want this component to be displayed in the BPD workspace. Any formulas defined for, or referencing, this component will still be calculated.
    Total calculation method
    When calculating the total result, select whether you want the system to Summarise periods or base the results on a Period average.

    Toggle to the Calculation page.

    Field descriptions are:

    Calculation
    You have the option to define any of the following for the component:

    Toggle to the Trend indication page.

    Field description is:

    Trend indication
    For each component you can define an applicable indicator, from the following choices:

    • None
    • Compare Actual / Base
    • Compare Actual / Industry standard
    • Compare Actual / Company target

    For any comparison selection made, you can also flag any deviation using visual effects (coloured cells, text and/or icons) for the following:

    • Actual is lower
    • No change
    • Actual is higher

    You can take it one step further and define a % limit for the deviations. For example, if the Target company Service level is 98% and the Actual result 96%, you may accept this. But if Actual is lower by 3% or more, you want to flag this with a red icon.

    Click Save.

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