Configuring KPI flashboards

KPI flashboards use graphs to show how well the various business processes are performing against their key performance indicators (KPIs).

Some KPI flashboards present their information in a gauge style graph. Gauge graphs are divided into three zones, representing the following levels of performance:

• Normal—Represented by the green line, indicating a normal range of performance.
• Warning—Represented by the yellow line, indicating a normal range of performance, but with a possible breach of the Alert threshold imminent.
• Alert—Represented by the red line, indicating performance that is in breach of levels deemed acceptable by your organization.

When installed, any given KPI flashboard uses its default values for all of your client companies. To reflect your environment more accurately, you must change the default values to reflect the service level agreements in force with your client companies. If your service level agreements are the same for each client company, you can update only the global configuration records.

To update a Global configuration record

You must perform this procedure for each Global gauge configuration record.

1. Select the Administrator console > Application Administration Console > Custom Configuration tab.
2. Select Foundation > Key Performance Indicators > Flashboard configuration and then click Open. 
3. Click Search.
4. From the search results list, select the Global record related to the gauge flashboard that you are configuring.
5. Update the following parameter values according to the way you need this gauge graph to report in your environment:
   • Maximum Range—The highest number of records that is reported by the gauge.
   • Minimum Range—The lowest number of records reported by the gauge; usually set to 0.
   • Warning Threshold—The percentage of the Maximum Range at which the gauge changes from Normal to Warning, that is, where the line changes from green to yellow.
     For example, if you set the Maximum Range to 1000 records and the Warning Threshold to 75 percent, then the gauge changes from Normal to Warning at 750 records.
   • Alert Threshold—The percentage of the Maximum Range at which the gauge changes from Warning to Alert, that is, where the line changes from yellow to red.
     For example, if you set the Maximum Range to 1000 records and the Alert Threshold to 95 percent, then the gauge changes from Warning to Alert at 950 records.
6. Click Save.

To create a company-specific configuration record

You must perform this procedure for each client company and gauge-flashboard combination.

1. Select the Administrator console > Application Administration Console > Custom Configuration tab.
2. Select Foundation > Key Performance Indicators > Flashboard configuration and then click Open. 
3. From the Name list, select the name of gauge graph that you want to configure.
4. From the Company list, select the client company for which you are creating the configuration record.
5. Select or change the following parameter values according to the way you need this gauge graph to report on the client company that you selected in step 2:
   • Maximum Range—The highest number of records that is reported by the gauge.
   • Minimum Range—The lowest number of records reported by the gauge; usually set to 0.
   • Warning Threshold—The percentage of the Maximum Range at which the gauge changes from Normal to Warning, that is, where the line changes from green to yellow.
     For example, if you set the Maximum Range to 1000 records and the Warning Threshold to 75 percent, then the gauge changes from Normal to Warning at 750 records.
   • Alert Threshold—The percentage of the Maximum Range at which the gauge changes from Warning to Alert, that is, where the line changes from yellow to red.
     For example, if you set the Maximum Range to 1000 records and the Alert Threshold to 95 percent, then the gauge changes from Warning to Alert at 950 records.
6. Click Save.