Understanding CFO and Government Portal KPIs

The PeopleSoft CFO Portal and PeopleSoft Government Portal solutions enable you to predict, measure, and manage your business more effectively. Designed to provide powerful business intelligence, each solution creates a single point of access to critical information. By monitoring key performance indicators (KPIs), your 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.

The PeopleSoft CFO Portal and PeopleSoft Government Portal solutions consist of the following:

KPIs.
PeopleSoft EPM Portal Pack.
PeopleSoft Financials Portal Pack.
PeopleSoft Applications Portal.
PeopleSoft Scorecard.

PeopleSoft CFO Portal also delivers a preconfigured CFO 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 summary and detail tables provide information for each predefined KPIs that we deliver in the PeopleSoft CFO Portal and PeopleSoft Government Portal solutions. 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 objects and target rules should be changed to reflect your business requirements.

Note: The predefined KPIs that we deliver in the PeopleSoft CFO Portal and PeopleSoft Government Portal solutions are also available for use with the PeopleSoft Campus Portal solution.

Terminology

The predefined KPIs are built using tablemaps, datamaps, filters, and constraints. These are the building blocks of EPM. In addition to these key components, these KPIs use the PeopleSoft Scorecard tools to construct the analysis calculation, and the rules and relationships pertaining to the individual KPIs.

Calculation

The analysis calculations that comprise the KPIs illustrate:

The record and fields being accessed. This information is accessed by the tablemaps and datamaps.
The criteria necessary to access a specific field. This information is shown on the filter.
The type of aggregation that is occurring. This information is shown on the data element page.
The fields that are being aggregated. This information is shown on the data element page.

Tablemap

Defines the physical relationships between tables and is the foundation for datamaps.

Datamap

Brings together information from the different tables specified in a tablemap and defines it as if it were one entity or table.

Filter

Filters give you the ability to define what subset of data gets processed by or uses a specific business rule.

Constraint

Constraints are 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) objects.

Calculation Definition

Defines calculations on which a KPI is based.

KPI Definition

To define a KPI to the system, you'll specify how to calculate it, the KPI objects, and their target rules.

Model ID

Models enable you to define the type of data you want to analyze and how you want to analyze it.

Scenario

A Scenario points to a Model ID and defines the Business Rules, Economic Assumptions, and Chunking Selection for processing.

KPI Calculation Rule

Assigns Calculation IDs to a KPI.

KPI Objects

The individual elements, or rows of data, assessed for a KPI.

KPI Target Rule

Rules that determine how a KPI object is assessed.

Strategy KPIs

Calculated values by which you assess your critical success factors, strategic thrusts, and strategic initiatives. A KPI is associated with a strategy tree component or strategic initiative.

Dimension

A dimension is a particular view (or slice from a certain perspective) of data. In the Enterprise Performance Management product line, you have the choice of viewing product, customer, sales territory, marketing campaign, support organization, business unit, and channel dimensions.

Perspective Type

A category for organizing CSFs and KPIs. Usually there are four: financial, customer, internal process, learning and growth.