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General

Configure the KPI, including the aggregation mode and reward

The aggregration mode defines how to summarise information in the related data series, such as summing sales to get a total amount, or counting how many sales records, or averaging customer service indexes.

The aggregration period is time period that the KPI is assessed over. Many KPI's are assessed annually, so you would select 1 and Annual. Many KPI's are assessed monthly or quarterly. The start date is the date the first period commences, and subsequent periods will progress from that.

Groups

This KPI will only measure users in the selected groups.

Levels

It is usually important to categories achievement levels for KPI's. For mandatory targets you might simply have a single level which is the minimum acceptable value. Or you might want to assign levels such as Bronze, Silver and Gold. You must select a search direction to indicate if more is better (such as when measuring sales) or less is better (such as defect rate), so Kademi can find the best level that each user has met.

Criteria

Requires advanced configuration skills. This allows you to select a subset of records to apply the KPI to. For example, you might only be interested in sales over a certain value, or sales of a particular model. The criteria can be applied to the date, the amount, or any of the custom fields.

Examples

Limit results to vehicles where the model name is 'Sedan'

<and nature="AND">
  <expr propertyName="fields.name" ignoreCase="false" op="=">
    <value class="string">model</value>
  </expr>
  <expr propertyName="fields.propValue" ignoreCase="false" op="=">
    <value class="string">Sedan</value>
  </expr>
</and>

Limit results to records with an amount greater then or equal to 100

  <expr propertyName="amount" ignoreCase="false" op="&gt=">
    <value class="big-decimal">100</value>
  </expr>

Notes

This contains notes only visible to administrators, so can be used for keeping track of configuration information

History

This tab shows you assessment periods which have been assessed and recorded. Once assessed rewards, if configured, can be automatically awarded.

Results

This shows you the assessment results for users in this KPI.