Delivered PeopleSoft Enterprise Investor Portal Key Performance Indicators (KPIs)

This chapter provides an overview of the delivered Investor Portal Key Performance Indicators (KPIs) and discusses Investor Portal KPI technical detail.

Understanding Delivered Investor Portal Key Performance Indicators (KPIs) and the Investor Portal Solution

The delivered Investor Portal KPIs are part of the PeopleSoft Enterprise Investor Portal solution, which comprises a series of products that address corporate governance and corporate disclosures. These are:

PeopleSoft Enterprise Investor Portal Pack.

This provides much of the functionality around an investor web site and the internal management of the relevant content including pagelets, metrics for your investors, workflow, report generation capabilities, and content management libraries.
PeopleSoft Enterprise Portal.

This provides a configurable, single gateway to information from PeopleSoft and non-PeopleSoft applications as well as a powerful content management module with check in and check out capabilities.
PeopleSoft Enterprise Scorecard.

This ensures a single source of data for your key performance indicators (KPIs) and supports the visualization of KPI data. The KPI pagelets enable your managers to drill directly into this application to review data in greater detail.
PeopleSoft Enterprise Performance Management Portal Pack.

This provides pagelets and the Investor Portal and CFO Portal KPIs providing your managers with insight into key performance areas and enabling them to stay informed about progress toward the achievement of corporate goals.

The Investor Portal key performance indicators delivered as part of the PeopleSoft EPM Portal Pack enable you to accurately measure your company's performance. Designed to provide powerful business intelligence, they provide a single point of access to critical information. By monitoring key performance indicators (KPIs), users across the enterprise can track the key performance areas of business for their areas of responsibility and stay informed about their progress toward achieving corporate goals.

These KPIs work together with the PeopleSoft CFO key performance indicators, described in the next chapter, to provide a complete picture of your company's performance.

The Investor Portal KPIs work with a preconfigured scorecard, which is a visual representation of how well your strategy is working, and provides you with information to help your decision in the event your strategy needs change.

The tables in this chapter provide information for each of the delivered Investor Portal KPIs. Use these tables to understand how the KPIs are derived and calculated. This information provides the details you need to be able to use and update the KPIs and target rules for your organization’s specific business needs.

These KPIs are samples; the KPI dimension members and target rules should be changed to reflect your business requirements.

See PeopleSoft Enterprise Scorecard PeopleBook for details on KPIs and scorecards.

See PeopleSoft Investor Portal Solution PeopleBook for details on configuring and using the Investor Portal solution.

Investor Portal KPI Source and Benchmark Data

To help you assess your company's performance and measure it against industry values, the Investor Portal KPIs use ledger data measuring your company's financial performance.

Investor Portal KPI Technical Detail

The following tables contain the details of each of the predefined Investor Portal KPIs. Use this information to help you understand the components upon which the KPIs are based, and to update them to better reflect your business requirements. It is important to understand the definition detail so that you will understand what is being calculated in your scorecard results. Some of the KPIs we deliver for the Investor Portal are manual KPIs. These KPIs are listed in a separated table. For these KPIs you will need to enter manual values to measure against the target rules.

This section discusses:

KPI terminology.
Manual Investor Portal KPIs
Calculated Investor Portal KPIs.

KPI Terminology

Many of the Investor Portal predefined KPIs are built using tablemaps, datamaps, filters and constraints. These are the building blocks of EPM. Some of the KPIs are also manual KPIs, for which you need to manually enter values using the Manual KPI pages in the PeopleSoft Enterprise Performance Management database.

The following table lists KPI terminology used in the KPI detail sections that follow.

Term	Definition
KPI Definition	Defines a KPI to the system. You specify how to calculate it, the KPI dimension members, and their target rules.
What this KPI does	Narrative description of this KPI.
Calculation Description	The analysis calculations that comprise the KPIs, which illustrate the record and fields being accessed. The tablemaps and datamaps access this information. The type of aggregation that is occurring: This information is shown on the data element page. The criteria necessary to access a specific field: This information is shown on the filter The fields that are being aggregated: This information is shown on the data element page.
Calculation Expression	The entry in the Calculation Expression field on the Calculation (KP_CALC_DEFN2) page.
Composite Pieces	KPIs used if this is a composite KPI; this is blank or n/a for all but composite KPIs.
Data Used in the KPI	KPI Name or KPI ID. Not used for composite KPIs.
Calculation Definition	Defines calculations on which a KPI is based.
KPI Calculation Rule	Assigns calculation IDs to a KPI.
Tablemap	Defines the physical relationships between tables and is the foundation for datamaps.
Datamap	Enables you to define what subset of data gets processed by or uses a specific business rule.
Filter	Filters give you the ability to define what subset of data gets processed by or uses a specific business rule.
Constraint	Is based on datamaps. Constraints enable you to define business rules for processing and also enable you to reuse and group filters.
Data Element	Defines a subset of data and the rules by which to group it. Data elements are used as the basis for key performance indicators and as target values for key performance indicator (KPI) members.
Model ID	Enables you to define the type of data you want to analyze and how you want to analyze it.
Scenario	Points to a Model ID and defines the business rules, economic assumptions, and chunking selection for processing.
KPI Dimension Members	Individual items for which a KPI is assessed.
KPI Target Rule	Rules that determine how a KPI dimension member is assessed.
Dimension	An attribute, such as time, product, and location, used to categorize or identify a particular piece of data. In the Enterprise Performance Management product line, you can view product, customer and channel dimensions.
KPI Type	One of these: Manual, Calculated, Composite, Derived.

Additional Terminology

This section lists additional terminology.

Composite KPIs

Composite KPIs is like a collective scoring system that compares and evaluates dimensions across various attributes and determines an overall score. Composite KPIs can be based on any component KPIs, including other Composite KPIs. Composite KPI values are obtained by summing the component KPI values to produce an overall score. The KPIs used to form the composite can also be weighted, so that you can determine the percentage influence of each KPI on the overall score.

Manual KPIs

Manual KPIs do not use data derived from the data warehouse tables to determine their values, instead you enter their values using online pages, described in the PeopleSoft Enterprise Scorecard 9.0 PeopleBook. Like calculated KPIs, manual KPIs use target rules to determine their assessment.

Naming Convention

The delivered KPIs follow a standardized naming convention. All Investor Portal KPIs begin with FSV_.

Manual Investor Portal KPIs

The following table lists the manual Investor Portal KPIs we deliver. For these KPIs you will need to enter manual values using the PeopleSoft Enterprise Scorecard Manual KPI pages.

KPI ID	Description	KPI Type	KPI Target Rule
FSV_CUST	Customer Satisfaction Composite. A combination of three business metrics to indicate levels of customer satisfaction. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: customer retention, customer support response and customer satisfaction survey.	Composite of three manual KPIs comprising: FSV_CST01 (Customer Retention) Weighting 45% FSV_CST02 (Customer Support Response) Weighting 30% FSV_CST03 (Customer Satisfaction Survey) Weighting 25%	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
FSV_INV	Innovation Composite A combination of 3 business metrics to indicate levels of innovation. Express on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: percentage of new product revenues, new product pipeline, patents and patents pending.	Composite of three manual KPIs comprising: FSV_INV01 (Percentage of new product revenues) Weighting 25% FSV_INV02 (New product pipeline) Weighting 40% FSV_INV03 (Patents and patents pending) Weighting 35%	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
FSV_QUAL	Quality Composite. A combination of three business metrics to indicate levels of quality—quality of people, processes and products. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: six sigma/ISO certification, percentage of employees in training, utilization (billable hours).	Composite of three manual KPIs comprising: FSV_QAL01 (Six sigma/ISO certification) Weighting 33% FSV_QAL02 (Percentage of employees in training) Weighting 33% FSV_QAL03 (Utilization) Weighting 33%	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
FSV_FIN	Financial Composite A combination of three business metrics to indicate levels of financial health—D&B rating, credit rating, financial stress. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: Dun & Bradstreet rating, credit rating and financial stress rating.	Composite of three manual KPIs comprising: FSV_FIN01 (D&B rating) Weighting 40% FSV_FIN02 (Credit rating) Weighting 30% FSV_FIN03 (Financial stress) Weighting 33%	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red

KPI ID

Description

KPI Type

KPI Target Rule

FSV_CUST

Customer Satisfaction Composite.

A combination of three business metrics to indicate levels of customer satisfaction. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: customer retention, customer support response and customer satisfaction survey.

Composite of three manual KPIs comprising:

FSV_CST01 (Customer Retention) Weighting 45%
FSV_CST02 (Customer Support Response) Weighting 30%
FSV_CST03 (Customer Satisfaction Survey) Weighting 25%

Target type = scorecard

Rule: >= 95.00, green

Rule: >= 90.00, yellow

Rule: < 90.00, red

FSV_INV

Innovation Composite

A combination of 3 business metrics to indicate levels of innovation. Express on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: percentage of new product revenues, new product pipeline, patents and patents pending.

Composite of three manual KPIs comprising:

FSV_INV01 (Percentage of new product revenues) Weighting 25%
FSV_INV02 (New product pipeline) Weighting 40%
FSV_INV03 (Patents and patents pending) Weighting 35%

Target type = scorecard

Rule: >= 95.00, green

Rule: >= 90.00, yellow

Rule: < 90.00, red

FSV_QUAL

Quality Composite.

A combination of three business metrics to indicate levels of quality—quality of people, processes and products. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: six sigma/ISO certification, percentage of employees in training, utilization (billable hours).

Composite of three manual KPIs comprising:

FSV_QAL01 (Six sigma/ISO certification) Weighting 33%
FSV_QAL02 (Percentage of employees in training) Weighting 33%
FSV_QAL03 (Utilization) Weighting 33%

Target type = scorecard

Rule: >= 95.00, green

Rule: >= 90.00, yellow

Rule: < 90.00, red

FSV_FIN

Financial Composite

A combination of three business metrics to indicate levels of financial health—D&B rating, credit rating, financial stress. Expressed on a scale of 1 to 4, with 4.0 being a perfect score. Metrics include: Dun & Bradstreet rating, credit rating and financial stress rating.

Composite of three manual KPIs comprising:

FSV_FIN01 (D&B rating) Weighting 40%
FSV_FIN02 (Credit rating) Weighting 30%
FSV_FIN03 (Financial stress) Weighting 33%

Target type = scorecard

Rule: >= 95.00, green

Rule: >= 90.00, yellow

Rule: < 90.00, red

Calculated Investor Portal KPIs

The following sections list technical details of the calculated Investor Portal KPIs delivered for use with the PeopleSoft EPM Portal Pack.

Note. The Investor Portal KPIs are calculated based on quarterly periods, not the regular monthly period of the source data. The view PS_LEDGER_F00_VW2, used in the tablemap and datamap, handles the mapping from the detail period to the quarterly period.

The run control for running BC_ANALYZE for these KPIs shows quarter as the period for running the process.

Return on Assets

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_ASRET
What this KPI does:	This KPI measures how well a company is using its assets to generate earnings independent of the financing of those assets by dividing the fiscal year earnings from total operations (not including extraordinary items) by the total assets, expressed as a percentage.
Calculation Description	Total net income divided by total assets.
Calculation Expression	FSV_NIVC * 100 / FSV_ASSET
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_NIVC FSV_ASSET
Calculation Definition (Calculation ID)	FSV_ASRET
KPI Calculation Rule ID	FSV_ASRET
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT05, FSV_LED01, FSV_ACCTPER02
Constraint	FSV_NIVC, FSV_ASSET
Data Element	FSV_NIVC, FSV_ASSET
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Beta

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_BETA
What this KPI does:	This KPI measures the beta of a given stock.
Calculation Description	Latest market data value on the FSVMD_RLTMFD table.
Calculation Expression	FSV_BETA
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_BETA
Calculation Definition (Calculation ID)	FSV_BETA
KPI Calculation Rule ID	FSV_BETA
Tablemap	FSV_REALTM
Datamap	FSV_REALTM
Filter	FSV_BETA FSV_TICKER
Constraint	FSV_BETA
Data Element	FSV_BETA
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business Unit
Perspective Type	Financial

Debt to Equity

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_D2E
What this KPI does:	This KPI monitors a company's leverage by dividing the fiscal year-end long-term debt by total common equity (a dollar amount), as taken from the latest 10K report.
Calculation Description	Divide the fiscal year-end debt by the total equity.
Calculation Expression	FSV_DEBT / FSV_EQUITY
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_DEBT FSV_EQUITY
Calculation Definition (Calculation ID)	FSV_D2E
KPI Calculation Rule ID	FSV_D2E
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_LED01, FSV_ACCTPER02, FSV_ACCT10, FSV_LED01
Constraint	FSV_SHARES FSV_DEBT
Data Element	FSV_SHARES FSV_DEBT
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Dividend Yield

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_DVRET
What this KPI does:	This KPI monitors the money your company makes on your investment as a percentage by dividing the latest dividend rate by the latest closing price.
Calculation Description	Dividend rate divided by outstanding shares divided by the current share price.
Calculation Expression	FSV_DIVIDE * 100 / FSV_SHARES / FSV_SPVC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_DIVIDE FSV_SHARES FSV_SPVC
Calculation Definition (Calculation ID)	FSV_DVRET
KPI Calculation Rule ID	FSV_DVRET
Tablemap	FSV_LEDGER FSV_REALTM
Datamap	FSV_LEDGER FSV_REALTM
Filter	FSV_SHARES FSV_SPVC FSV_ACCT09, FSV_LED01, FSV_ACCTPER02, FSV_ACCTPER03
Constraint	FSV_SHARES FSV_SPVC FSV_DIVIDEN
Data Element	FSV_SHARES FSV_SPVC FSV_DIVIDE
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Earnings per Share

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_EPS
What this KPI does:	This KPI monitors the earnings per share in dollars by dividing the net income by the total outstanding number of shares.
Calculation Description	Net income divided by outstanding shares.
Calculation Expression	FSV_NIVC/FSV_SHARES
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_NIVC FSV_SHARES
Calculation Definition (Calculation ID)	FSV_EPS
KPI Calculation Rule ID	FSV_EPS
Tablemap	FSV_LEDGER FSV_REALTM
Datamap	FSV_LEDGER FSV_REALTM
Filter	FSV_ACCT01, FSV_ACCT02, FSV_LED01, FSV_ACCTPER01, FSV_ACCT10, FSV_LED01, FSV_ACCTPER02 FSV_SHARES
Constraint	FSV_NIVC, FSV_SHARES
Data Element	FSV_NIVC, FSV_SHARES
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business Unit
Perspective Type	Financial

Prior Period Earnings per Share

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_EPS-1
What this KPI does:	This KPI monitors the earnings per share for the prior period in dollars by dividing the net income by the total outstanding number of shares.
Calculation Description	Net income divided by outstanding shares.
Calculation Expression	FSV_NIVC/FSV_SHARES
KPI Type	Derived
Composite Pieces	Not applicable
Data Used in the KPI	Not applicable
Calculation Definition (Calculation ID)	Not applicable
KPI Calculation Rule ID	Not applicable
Tablemap	FSV_LEDGER FSV_REALTM
Datamap	FSV_LEDGER FSV_REALTM
Filter	Not applicable
Constraint	Not applicable
Data Element	Not applicable
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Not applicable
Dimension	Business Unit
Perspective Type	Financial

Earnings Growth Per Share

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_EPSGR
What this KPI does:	This KPI monitors the earnings per share expressed as a month-over-month (as well the cumulative tab and last year tab reflecting quarter-over-quarter and year-over-year) percentage change.
Calculation Description	Current earnings per share minus prior period earnings per share divided by the prior period earnings per share.
Calculation Expression	(FSV_EPS — FSV_EPS-1) * 100 / FSV_EPS-1
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_EPS FSV_EPS-1
Calculation Definition (Calculation ID)	FVS_EPSGR
KPI Calculation Rule ID	FSV_EPSGR
Tablemap	FSV_LEDGER FSV_REALTM
Datamap	FSV_LEDGER FSV_REALTM
Filter	FSV_ACCT01, FSV_ACCT02, FSV_LED01, FSV_ACCTPER01, FSV_ACCT10, FSV_LED01, FSV_ACCTPER02 FSV_SHARES
Constraint	FSV_NIVC, FSV_SHARES
Data Element	FSV_NIVC, FSV_SHARES
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Return on Equity

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_EQRET
What this KPI does:	This KPI monitors the return on equity as a percentage by dividing the fiscal year total net income by stockholders' equity (as taken from the 10K).
Calculation Description	Total net income divided by stockholders' equity.
Calculation Expression	FSV_NIVC * 100 / FSV_EQUITY
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_NIVC FSV_EQUITY
Calculation Definition (Calculation ID)	FSV_EQRET
KPI Calculation Rule ID	FSV_EQRET
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT08, FSV_LED01, FSV_ACCTPER02
Constraint	FSV_NIVC, FSV_EQUITY
Data Element	FSV_NIVC, FSV_EQUITY
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Market Capitalization

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_MKTCAP
What this KPI does:	This KPI measures the market capitalization of a given stock.
Calculation Description	The number of outstanding shares multiplied by the current share priced.
Calculation Expression	FSV_SHARES * FSV_SPVC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_SHARES FSV_SPVC
Calculation Definition (Calculation ID)	FSV_MKTCAP
KPI Calculation Rule ID	FSV_SPVC
Tablemap	FSV_REALTM
Datamap	FSV_REALTM
Filter	FSV_SHARES FSV_SPVC FSV_TICKER
Constraint	FSV_SHARES FSV_SPVC
Data Element	FSV_SHARES FSV_SPVC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Not applicable
Dimension	Business Unit
Perspective Type	Financial

Operating Margin

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_MGN
What this KPI does:	This KPI monitors the operating margin as a percentage by obtained by dividing the operating income by gross revenue.
Calculation Description	Operating income divided by the gross revenue.
Calculation Expression	FSV_OIVC * 100 / FSV_REWC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_OIVC FSV_REWC
Calculation Definition (Calculation ID)	FSV_MGN
KPI Calculation Rule ID	FSV_MGN
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT03, FSV_ACCT04, FSV_LED01, FSV_ACCTPER01
Constraint	FSV_OIVC, FSV_REVVC
Data Element	FSV_OIVC, FSV_REVVC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Market Capitalization

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_MKTCAP
What this KPI does:	This KPI measures the market capitalization of a given stock.
Calculation Description	Number of outstanding shares multiplied by the current share price.
Calculation Expression	FSV_SHARES * FSV_SPVC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_SHARES, FSV_SPVC
Calculation Definition (Calculation ID)	FSV_MKTCAP
KPI Calculation Rule ID	FSV_MKTCAP
Tablemap	FSV_REALTM
Datamap	FSV_REALTM
Filter	FSV_SHARES, FSV_SPVC, FSV_TICKER
Constraint	FSV_SHARES, FSV_SPVC
Data Element	FSV_SHARES, FSV_SPVC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business Unit
Perspective Type	Financial

NPV Cash Flow

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_NPV
What this KPI does:	This KPI monitors the cash flow discounted to the net present value (NPV).
Calculation Description	Multiply the operating cash flows from the general ledger (tree structure) and the net present value factor.
Calculation Expression	FSV_CASHVC * FSV_NPVFAC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_CASHVC FSV_NPVFAC
Calculation Definition (Calculation ID)	FSV_NPV
KPI Calculation Rule ID	FSV_NPV
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT11, FSV_LED01, FSV_LED02
Constraint	FSV_CASHVC
Data Element	FSV_CASHVC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business Unit
Perspective Type	Financial

Price Earning Ratio

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_PE
What this KPI does:	This KPI monitors the price earning ratio for a stock by dividing the stock price by its earnings per share.
Calculation Description	Stock price divided by the earning per share.
Calculation Expression	FSV_SPVC / FSV_EPS
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_SPVC FSV_EPS
Calculation Definition (Calculation ID)	FVS_PE
KPI Calculation Rule ID	FSV_PE
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT01, FSV_ACCT02, FSV_LED01, FSV_ACCTPER01, FSV_ACCT10, FSV_LED01, FSV_ACCTPER02 FSV_SPVC is manual
Constraint	FSV_NIVC, FSV_SHARES FSV_SPVC is manual
Data Element	FSV_NIVC, FSV_SHARES FSV_SPVC is manual
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Quick Ratio

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_QUICK
What this KPI does:	This KPI monitors a company's short-term liquidity by dividing the fiscal year-end cash and equivalents plus receivables by current liabilities, as taken from the 10K.
Calculation Description	Divide total assets by current liabilities.
Calculation Expression	FSV_ASSET / FSV_LIAB
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_ASSET FSV_LIAB
Calculation Definition (Calculation ID)	FSV_QUICK
KPI Calculation Rule ID	FSV_QUICK
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT05, FSV_LED01, FSV_ACCTPER02, FSV_ACCT06
Constraint	FSV_ASSET, FSV_LIAB
Data Element	FSV_ASSET, FSV_LIAB
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Target type = scorecard Rule: >= 95.00, green Rule: >= 90.00, yellow Rule: < 90.00, red
Dimension	Business unit
Perspective Type	Financial

Gross Revenue

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_REV
What this KPI does:	This KPI monitors the gross revenue.
Calculation Description	Gross revenue
Calculation Expression	FSV_REWC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_REWC
Calculation Definition (Calculation ID)	FSV_REWC
KPI Calculation Rule ID	FSV_REWC
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT01 FSV_LED01 FSV_ACCTPER01
Constraint	FSV_REWC
Data Element	FSV_REWC
Model ID	FSK
Scenario	FSK_SCENAR
KPI Target Rule	Not applicable
Dimension	Business unit
Perspective Type	Financial

Prior Period Revenue

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_REV-1
What this KPI does:	This KPI shows the gross revenue for the prior period.
Calculation Description	Not applicable
Calculation Expression	Not applicable
KPI Type	Derived
Composite Pieces	Not applicable
Data Used in the KPI	FSV_REV Different timespan
Calculation Definition (Calculation ID)	Not applicable
KPI Calculation Rule ID	Not applicable
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT01 FSV_LED01 FSV_ACCTPER01
Constraint	FSV_REWC
Data Element	FSV_REWC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Not applicable
Dimension	Business unit
Perspective Type	Financial

Revenue Growth

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_REVGR
What this KPI does:	This KPI monitors the period-over-period percentage change of gross revenues.
Calculation Description	Current gross revenue minus prior period gross revenue divided by the prior period gross revenue.
Calculation Expression	(FSV_REV — FSV_REV-1) * 100 / FSV_REV-1
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_REV FSV_REV-1
Calculation Definition (Calculation ID)	FSV_REVGR
KPI Calculation Rule ID	FSV_REVGR
Tablemap	FSV_LEDGER
Datamap	FSV_LEDGER
Filter	FSV_ACCT01 FSV_LED01 FSV_ACCTPER01
Constraint	FSV_REWC
Data Element	FSV_REWC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Not applicable
Dimension	Business unit
Perspective Type	Financial

Share Price

This section discusses the KPI definition detail:

Definition Detail	Value
KPI Definition (KPI ID)	FSV_SPVC
What this KPI does:	This KPI measures share price of a given stock.
Calculation Description	The share price based on the latest market data value on the FSVMD_RLTMFD table.
Calculation Expression	FSV_SPVC
KPI Type	Calculated
Composite Pieces	Not applicable
Data Used in the KPI	FSV_SPVC
Calculation Definition (Calculation ID)	FSV_SPVC
KPI Calculation Rule ID	FSV_SPVC
Tablemap	FSV_REALTM
Datamap	FSV_REALTM
Filter	FSV_SPVC FSV_TICKER
Constraint	FSV_SPVC
Data Element	FSV_SPVC
Model ID	FSK
Scenario	FSV_SCENAR
KPI Target Rule	Not applicable
Dimension	Business Unit
Perspective Type	Financial