Key Performance Indicators (KPIs)

KPI panels provide a data snapshot on a dashboard. You can adjust the format and define data pulled into the KPI panel.

Persona-based dashboards each have a defined set of KPI panels.
- You cannot add or remove panels on persona-based dashboards.
- Some KPI panels are defined on multiple persona-based dashboards.
On My Dashboard, if you have the required resources you can add KPI panels and adjust the settings as needed.

Resources

You must have required resources assigned by your system administrator, either individually or in an assigned role, for KPI panels to appear on a persona-based or personal dashboard. If you have a resource for Super User, System Administrator, or Supervisor for Fund Accounting or Human Resources, you can add any of the related KPI panels. Individual KPI resources allow you to add the specific KPI panel identified by the resource.

Fund Accounting KPI Resources

To add KPI panels related to Fund Accounting, you must have at least one of the following resources:

2: Super User for Fund Accounting
3: System Administrator for Fund Accounting
4: Supervisor for Fund Accounting
10235-10239: Individual resources for each Fund Accounting KPI panel

Human Resources KPI Resources

To add KPI panels related to Human Resources, you must have at least one of the following resources:

300: Super User for Human Resources
301: System Administrator for Human Resources
302: Supervisor for Human Resources
10517-10523: Individual resources for each Human Resources KPI panel

The following Key Performance Indicators (KPIs) are available. They are grouped into Fund Accounting and Human Resources categories.

KPI Panel Type	KPI Default Title	Required Resource	Principal	HR Director	CFO
Budget V Actual	Expense Budget vs Actual	2, 3, 4, or 10235	X
Expense Budget V Actual Speedometer	Expense Budget V Actual Speedometer	2, 3, 4, or 10235			X
Budget V Actual By Building	Expenditure Expense Budget vs Actual by Building	2, 3, 4, or 10236			X
Purchase Order Aging	Purchase Order Aging	2, 3, 4, or 10237			X
Revenue Budget vs Actual	Revenue Budget vs Actual	2, 3, 4, or 10238			X
Vendor Payments	Payments for Top 20 Vendors	2, 3, 4, or 10239			X
Absence Patterns	Absence Patterns	300, 301, 302, or 10517	X	X
Absenteeism by Building	Absenteeism by Building	300, 301, 302, or 10518		X
Certifications Expiring	Certification Expiring	300, 301, 302, or 10519	X	X
Current Staffing	Current Staffing by Employee Type	300, 301, 302, or 10520	X
Current Staffing By Jobclass	Current Staffing by Job Class	300, 301, 302, or 10521		X
Retention	Retention	300, 301, 302, or 10522		X
Vacant Positions	Vacant Positions	300, 301, 302, or 10523		X

Adjust Settings

For every KPI, you can adjust settings on items such as chart name, chart type, or display data.

Click the three-dots icon on the KPI chart, then select Settings.
Optionally, Rename Your Chart.
Optionally, change the chart style for the KPI.
For each individual filter option, click Select to refine the data pulled into the KPI.
Click Save.

View Detail

The View Detail option on each KPI provides the data represented in the panel.

Click View Detail on the KPI.
For each individual filter option, click Select to refine the data. Click the X to clear a selection. Clear all selections to pull in all data.
Some KPIs may have additional options, including balance type, timeline, or inclusion of pending employees. Select the desired options to adjust the data.
After you make your selections:
- Click the Export as CSV icon to create a file with your selected data.
- Click Back to Dashboard. Your selections are not saved and the KPI resets to previous settings.
- Click Save as Default to save your choices as the KPI settings.