KPI dashboards - overview

Summary

The KPI dashboards enable you to create tailor made real time dashboards of information in the Service Connect system.

Separate dashboards can be set up by contract, work stream or team or for the whole organisation.

At the moment the KPI dashboards work for:

Sales order data

Visit and appointment data

Setting up a dashboard

When you first start with the KPIs you get a blank screen:

Step 1 - use the pencil icon to create the main navigation

This allows you to define the main Groups and Boards within a Group

You can re-sequence the Groups and Boards within a Group by dragging and dropping. Hold the mouse key on the icon and you can change the sequence by dragging up or down.

Step 2 - use the update icon to add a new widget to the dashboard

A new widget is created for editing

You can now edit the widget to calculate the information you require

Step 3 - Select the widget parameters

The fields are as follows:

Field	Description
Display label	The label displayed on the screen
Board	The board the widget appears on
Widget type	The type of widget. At the moment this is either a RAG status or a bar chart.
Operation	The overall operation - Sum, Average or Count
Field	Which field is being analysed (if you have chosen count the field to analyse is not relevant
Filters	How should the data be filtered for this calculation e.g. contract, statuses, priorities etc.

Other features

Any recent board that you have visited are list on the bottom of the left hand panel

If you press the start icon the board is set as your home board. This means this is the first board that you will see when you select the KPIs option.