This document provides an overview of key performance indicators (KPIs) and dashboards in MC University's asset management software. It defines KPIs as measurements that evaluate performance and gives examples like work order completion times. Dashboards are described as presenting organized views of important KPI information. The document outlines functionality for editing KPIs and queries, creating dashboard groups, running reports from dashboards, filtering KPI data, and advanced features like cloning KPIs and sharing them with other organizations.

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SA04|Managing KPIs and Dashboards

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KPI and Dashboard Defined
Dashboard Functionality
KPI Editing
Advanced KPI Features
Agenda

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What is a KPI?
What is the Dashboard?
KPI and Dashboard Defined

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Key Performance Indicator (KPI) evaluates
performance on measurements
What is a KPI?

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Examples of use cases:
• Average WO Completion
• Average Response Time
• Mean Time Between Failures
• Count of Overdue WOs / PMs
What is a KPI? (cont’d)

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Organization and business practice
specific
Create New, Clone, Trend, and Print
SQL knowledge is required
What is a KPI? (cont’d)

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Special presentation view of KPIs
defined by organization
What is the Dashboard?

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Displays important information about
KPI:
• Description
• Current value
• Target
• Variance
What is the Dashboard? (cont’d)

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Use Dashboard to:
• Group like KPIs
• Specify display order
• Determine thresholds and graphic format
• Determine which KPIs to trend
What is the Dashboard? (cont’d)

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Accessed from:
• Dashboard Icon on toolbar
• Applications Menu
What is the Dashboard? (cont’d)

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Multiple KPI Dashboard Groups
Reports and Charts
Filter and Compare
Action Bar Options
Dashboard Functionality

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Group KPIs by common features (such
as Work Orders, Purchasing, etc.)
Create as many KPI Dashboard Groups
as needed
Multiple KPI Dashboard Groups

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Create new KPI Groups by defining:
• Managed By
• Display Order
• Module ID
• KPI Group Name
• Active?
Multiple KPI Dashboard Groups (cont’d)

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Reports and Charts can be run from
Dashboard
Easy navigation via tabs
Reports and charts are listed in left-
hand column for selection to display
Reports and Charts

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Example of Report selection:
Reports and Charts (cont’d)

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Example of Chart selection:
Reports and Charts (cont’d)

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Valuable for analyzing KPI data from
different perspectives
Controls to limit, define, and compare
data
Filter and Compare

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Filter By and Compare By (multiple
options)
Multiple Selections
Clear All control resets filters
Filter and Compare (cont’d)

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Options from Action Bar to Create New,
Clone, Refresh, Trend, or Print
Action Bar Options

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KPI Editing Overview
Edit Window
KPI Queries
KPI Editing

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Editing is only for advanced users and
MC Staff!
Preferences available to limit access
Access via Edit button under KPI
KPI Editing Overview

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Displays fields to adjust:
• KPI Name and Description
• Managed By
• Display Order
Edit Window

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• Range
• Critical, Alert, and Optimal values
• Default Format
Edit Window (cont’d)

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Example of Edit Window for Work
Orders Overdue:
Edit Window (cont’d)

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Store the SQL used to drive the data
displayed
Multiple KPI Queries available for
calculations
KPI Queries

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Example of KPI Query for Work Orders
Overdue:
KPI Queries (cont’d)

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Example of advanced multiple KPI
Queries for percentage of non-PM
Follow-Up Work Orders :
KPI Queries (cont’d)

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Clone
Trend
Share
Home Page Summary Tab
Advanced KPI Functionality

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Feature will copy existing KPI to use as
starting point for new KPI
Clone KPI Dialog requires:
• Selection of KPI to Clone
• New KPI name
• Group to place new KPI
Clone

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Track and trend results over time
Trend

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Measurement dropdown allows users
to select KPI for data to display
Date range must be selected
Trend (cont’d)

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KPIs that are beneficial to other
organizations can be shared
Displayed in Smart Share Application
Select Share button under KPI
Share

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Enter a description to inform members
of the benefit or value of KPI
Select the Share KPI button to instantly
share
Share (cont’d)

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Two KPIs displayed for each Home Page
Summary Tab
KPIs displayed can be modified through
Start Up Preferences
Home Page Summary Tab

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