This document provides an overview of key performance indicators (KPIs) and how to define them in Necto Training. It discusses how KPIs can help monitor progress towards goals and highlight variances from targets. It then demonstrates how to use the KPI wizard to define KPIs, including selecting a view, goal, minimum/maximum values, display options, and trend. Users are instructed to define KPIs to track whether sales goals and customer targets have been reached.

1. Necto Training
Module 8: Working
with Key
Performance
Indicators (KPIs)

2. Objectives
By the end of this lesson you will be able
to perform basic analytics by:
Using KPI to see if you have met your goals
Defining your own KPIs

3. Agenda
Introduction to KPIs
Defining KPIs Using the Wizard

4. Introduction to KPIs

5. Case Study
I’d like a quick visual way to
see which of my regions is
not reaching their targets
Linda Taylor
VP Sales

6. What are KPIs?
Key Performance Indicators
Clear indication of performance compared to goal
Trend
Goal
Value
Minimum Maximum
Value Value

7. Advantages of Panorama® Necto™ KPI
Distill information into indicators
Monitor progress towards goals
Highlight variances from targets
Dynamically update with slicing and drilling
Drill through to analyze
Customize to suit any requirement

8. KPI Types
Single KPI Status
Value
Pre-defined KPI
Status Values
Multiple KPI Status
Values

9. KPI Layout
Dashboard KPI Layout Crosstab KPI Layout

10. Defining KPIs Using the Wizard

11. Defining KPIs
Each store’s target is to increase
sales by 10%.
Can I define KPI’s that will show me
if they reach their target?

12. What Needs to be Defined?
KPI is part of
a view
Trend
Goal
Minimum Maximum
Value Value

13. Using the KPI Wizard
3. Select layout
5. Click Add..
1. Select a view 2. Select Tools >
Define KPI
4. Adjust display
options

14. Selecting a KPI
. Select Category
2. Select a KPI from
the category
Description of the
KPI is available

15. Define Parameters

16. Define Goal

17. Define Trend

18. Define Minimum

19. Define Maximum

20. Select Images Select image
for KPI
Click to assign
colors to value
ranges
Select image
for trend

21. Modifying KPI Color Range

22. Select Set
Used for
Dashboard KPI
Click for advanced
set definitions
Used to simulate
drill down

23. Advanced Set Definition

24. Finish – Define Name and Description
Name and
description

26. KPI Definition Summary

27. Summary
KPI Definition
Containing View
Goal
Minimum value
Maximum value
Display method
Trend
Definition tool: Desktop Client

28. Exercise
Define KPIs that will show
If sales goals have been reached
If target number of customers has been
reached

29. Thank you
Any Questions?