Understanding Delivered Investor Portal KPIs and the Investor Portal Solution

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

• PeopleSoft 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 Applications 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 Scorecard.

  This ensures a single source of data for your 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 KPIs 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 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 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 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 Scorecard documentation for details on KPIs and scorecards.

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