OC KPIs

The Operations Centre screen has an Activity Panel called KPI.   That screen shows KPI information for the selected 'Type'.   In that screen are two panels. 

•

The left-hand panel displays Key Performance Indicators (KPI’s) that relate to the Type and name selected in the Conditions Panel of the Operations Centre.   The Values displayed in that screen compare the 'Key Value' derived from a Value SQL to a 'Comparative Value' derived from a Comparative SQL

•

The right-hand panel displays information that makes up the KPI values. 

 

This 'OC KPIs' screen enables you to define the content of both the KPI panel and the drill-down panel

 

 

Data Display Options

 

Field Position - On this screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.

 

 

Entry and Display fields

 

Company Type: From the drop-down list select the Company Type.  This list shows all the Company Activities currently held in the OC Activities screen

 

KPI Name: Open format entry where you can describe what the KPI is for.  This name will appear in the Operations Centre's KPI Screen

 

System Value SQL: This is the base System Value SQL that will be used if a Company Value SQL (see field below) does not exist.   This SQL cannot be amended BUT you have the option to copy this SQL from the drop-down panel and paste this into the Company Value SQL field where it can be amended.

 

System Comparative SQL: This is the base System Comparative SQL that will be used if a Company Comparative SQL (see field below) does not exist.   This SQL cannot be amended BUT you have the option to copy this SQL from the drop-down panel and paste this into the Company Comparative SQL field where it can be amended.

 

System Drilldown SQL: This is the base System Drilldown SQL that will be used if a Company Drilldown SQL (see field below) does not exist.   This SQL cannot be amended BUT you have the option to copy this SQL from the drop-down panel and paste this into the Company Drilldown SQL field where it can be amended.

 

Company Value SQL: You can create and maintain your own Value SQL related to this Activity Type record.  An SQL here will take priority over the above System Value SQL.   You may wish to consider copying the System Value SQL and paste it into this field where it can be amended.

 

Company Comparative SQL: You can create and maintain your own Company Comparative SQL related to this Activity record.  An SQL here will take priority over the System Comparative SQL.   You may wish to consider copying the System Comparative SQL and paste it into this field where it can be amended.

 

Company Drilldown SQL: You can create and maintain your own Company Drilldown SQL related to this Activity record.  An SQL here will take priority over the System Drilldown SQL.   You may wish to consider copying the System Drilldown SQL and paste it into this field where it can be amended.

 

Value Fields Format: From the drop-down list select the format of the displayed Values.  The options are:

•

Currency: The number will be preceded by the currency symbol used by your company

•

Quantity: No currency symbol will be displayed

 

Sequence: Defines the sequence - within the Company Type - that the KPI will be displayed.  During creation of the record this is incremented by 10 within the Company Type.  However you can amend the number if required.

 

 

Buttons

 

Close: This will close the OC KPIs screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.

 

Add: This will send the cursor to a new line for entry of a new OC KPIs record.

 

Save: This will save the current data without exiting the screen

 

Cancel: Any changes made since the line was actioned or the last time the ‘Save’ Button was pressed will be lost.

 

Delete: This removes the current highlighted OC KPIs record.