Help ELMA KPI

KPI page

To view a KPI´s page, click on the KPI´s name in any part of the KPI section. A KPI's page (fig. 1) shows full information about the KPI.

The layout of the page may vary depending on the type of the indicator:

A KPI page looks like shown in fig. 1:

Fig. 1. KPI page. Properties tab.

Top menu buttons

	Go to the previous page.
	Add the KPI to Favorites. The list of favorite KPIs is available on the KPIs portlet.
	Delete the KPI from Favorites. When you click this button, the selected KPI will be deleted from the list of favorite KPIs on the KPIs portlet.
	Ask a question about the KPI.
	Add a comment to the KPI.

KPI's page tabs

The KPI's page features several tabs: Properties, Measuring, Change History, Depends On, Enter Values. The active tab is highlighted white.

Properties tab

This tab (fig. 1) features all the basic information about a KPI. Logically the information can be divided into four sections (fig. 2):

Fig. 2. KPI page. Properties tab

General information (fig. 2, number 1):
full name and photo of the employee who is responsible for the KPI. If in ELMA there are no employees who occupy this job position, then this field will only feature the name of the job position;
current KPI status: – below plan value, – within the limits of plan value, – above plan value. If the status is not defined (that is, the plan and/or fact value in the current or previous period is not specified) then these icons do not appear;
fact value in the current period;
plan value in the current period;
fact value in the previous period;
KPI trend – incline or decline of a KPI in reference to the previous value, in percentages. The decline is shown with the icon, and the incline is shown with the icon. If the trend is not determined (that is, the plan and/or fact value in the current or previous period is not specified)) you will see "0%" and the icon;
the date of the last KPI update;

2. Chart that shows the dynamic pattern of changes in the fact values of the KPI (fig. 2, number 2):
shows the changes of the KPI's fact values over the last six periods (day, week, month, etc). The values are highlighted red, yellow or greed depending on their status at a certain period. Also, the chart shows the dynamics of changes of the KPI's plan value;

3. Additional information on the KPI (fig. 2, number 3):
this section displays: the type of the KPI's, the input periodicity and a brief description. By default, this section is collapsed and is named Show Additional Attributes. To view the contents of this section, click on its name;

4. KPI history (fig. 2, number 4).

Measuring tab

This tab (fig. 3) shows a list of goals that the current user has influence on.

Fig. 3. KPI page. Measuring tab

When you click on the goal's name, its page opens.

Change History tab

This tab (fig. 4) features a table with a list of all the introduced values of the KPI grouped by the last six periods. All the values are attributed with a certain color :

red – below plan value;
yellow – within the limits of plan value;
green – above plan value.

Fig. 4. KPI page. Change History tab

By default, all the periods are collapsed. To the right of each period, the plan or fact value as well as respective comments can be displayed.

To see the values over a certain period, click

. To collapse the values, click

Each period group contains one or two tables that display the users, who changed the plan or fact values, date and time when they were changed, the specified value and the user comments.

Depends on tab

This tab (fig. 5) shows a table with a list of all other indicators on which the value of the current KPI is dependant.

Fig. 5. KPI page. Depends on tab

To the right of each KPI you can see the following information: the period under review, plan and fact value, status and trend. To open the KPI's page, click on its name.

Enter Values tab

This tab (fig. 6) shows a table with a list of the plan and fact values of the KPI displayed by periods (months) over the the current year. This tab is available only if it is set up in ELMA Designer and if the user has corresponding access permission.

Fig. 6. KPI page. Enter Values tab

Display of KPI values on the Enter values tab

The plan and fact values can have the following color:
black for the values that can be changed;
grey for the values that cannot be changed.

2. To introduce a KPI fact or plan value, click on the plan/fact value that you want to introduce.