PeopleSoft CFO Portal and Government Portal KPI Technical Detail
The following tables contain the details of each predefined KPI that we deliver in the CFO Portal and Government Portal solutions. 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.
The predefined KPIs are the basis of the PeopleSoft CFO Portal and PeopleSoft Government Portal solutions. It is important to understand the definition detail so that you will understand what is being calculated in your scorecard results. This section provides a definition of the data comprising each KPI.
Days Sales Outstanding
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_AR01 |
|
What this KPI does |
This KPI monitors days sales outstanding by business unit. |
|
Calculation Description |
Days Sales Outstanding |
|
Calculation Expression |
FSK_DE_DSO |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_AR0 (Days Sales Outstanding) DE: FSK_DE_DSO |
|
Calculation Definition (Calculation ID) |
FSK_DSO90 |
|
KPI Calculation Rule ID |
FSK_DE_DSO |
|
Tablemap |
FSK_CSTHST |
|
Datamap |
FSK_CSTHST |
|
Filter |
FSK_FILTER_DSO90 |
|
Constraint |
FSK_CN_DSO90 |
|
Data Element |
FSK_DE_DSO |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type: = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Sales Pipeline by BU
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_CRM_BU |
|
What this KPI does |
This KPI monitors the sales pipeline by business unit. |
|
Calculation Description |
Opportunities Closed + Opportunities Committed to Close |
|
Calculation Expression |
FSK_DCBU1 + FSK_DE_CB1 |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_CRM_BU (Sales Pipeline by BU) DE: FSK_DCBU1 (Opportunities committed to Close by business unit) DE: FSK_DE_CB1 (Opportunities Closed by business unit) DE: FSK_DE_FBU (Forecasted Sales by business unit) |
|
Calculation Definition (Calculation ID) |
FSK_CRM_BU |
|
KPI Calculation Rule ID |
FSK_CRM_BU |
|
Tablemap |
OPPORTUNIT |
|
Datamap |
FSK_OPPF00 |
|
Filter |
FSK_FILTER_COM FSK_CLOSED_OPP_4TER |
|
Constraint |
FSK_CN_COMMITTED FSK_CN_CLOSED |
|
Data Element |
FSK_DCBU1 (Opportunities committed to Close by business unit) FSK_DE_CB1 (Opportunities Closed by business unit) FSK_DE_FBU (Forecasted Sales by business unit) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type: = % of Target Primary Target = FSK_DE_FBU (Forecasted Sales by BU) |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Sales Pipeline by Territory
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_CRM_TR |
|
What this KPI does |
This KPI monitors the sales pipeline by sales territory. |
|
Calculation Description |
Closed by Territory + Committed by Territory |
|
Calculation Expression |
FSK_DE_CT1 + FSK_DECTR1 |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_CRM_TR (Sales Pipeline by Territory DE: FSK_DE_CT1 (Opportunities Closed within a Territory) DE: FSK_DECTR1 (Opportunities Committed to Close by Territory) DE: FSK_DE_FTR (Sales Forecast by Territory) |
|
Calculation Definition (Calculation ID) |
FSK_CA_CRM |
|
KPI Calculation Rule ID |
FSK_CA_CRM |
|
Tablemap |
OPPORTUNIT |
|
Datamap |
FSK_OPPF00 |
|
Filter |
FSK_CLOSED_OPP_4TER FSK_FILTER_COM |
|
Constraint |
FSK_CN_CLOSED FSK_CN_COMMITTED |
|
Data Element |
FSK_DE_CT1 Opportunities Closed within a Territory FSK_DECTR1 Opportunities Committed to Close by Territory FSK_DE_FTR Sales Forecast by Territory |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Sales Territory Includes: JAPAN MID ATLANTIC NORTH CENTRAL NORTH EAST NORTH WEST SOUTH EAST SOUTH WEST |
|
KPI Target Rule |
Target Type = % of Target Primary Target = FSK_DE_FTR |
|
Object Type (Dimension) |
TERRITORY |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
FX Exposures: Deutsche Mark
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_FX_DEM |
|
What this KPI does |
This KPI monitors total exposures for Deutsche marks by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_CURDEM |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_FX_DEM (FX Exposures: Deutsch Mark) DE: FSK_CURDEM |
|
Calculation Definition (Calculation ID) |
FSK_DEM |
|
KPI Calculation Rule ID |
FSK_DEM |
|
Tablemap |
LEDGER_F00 |
|
Datamap |
LEDGER_F00 |
|
Filter |
FSK_BASE_CUR_DEM FSK_GLAR |
|
Constraint |
FSK_BASE_CUR_DEM |
|
Data Element |
FSK_CURDEM |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 CORP2 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
FX Exposures: Spanish Peseta
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_FX_ESP |
|
What this KPI does |
This KPI monitors total exposures for Spanish peseta by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_CURESP |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_FX_ESP (FX Exposures: Spanish Peseta) DE: FSK_CURESP |
|
Calculation Definition (Calculation ID) |
FSK_ESP |
|
KPI Calculation Rule ID |
FSK_ESP |
|
Tablemap |
LEDGER_F00 |
|
Datamap |
LEDGER_F00 |
|
Filter |
FSK_BASE_CUR_ESP FSK_GLAR |
|
Constraint |
FSK_BASE_CUR_ESP |
|
Data Element |
FSK_CURESP |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
FX Exposures: Euro
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_FX_EUR |
|
What this KPI does |
This KPI monitors total exposures for the Euro by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_CUREUR |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_FX_EUR (FX Exposures: Euro) DE: FSK_CUREUR |
|
Calculation Definition (Calculation ID) |
FSK_EUR |
|
KPI Calculation Rule ID |
FSK_EUR |
|
Tablemap |
LEDGER_F00 |
|
Datamap |
LEDGER_F00 |
|
Filter |
FSK_BASE_CUR_EUR FSK_GLAR |
|
Constraint |
FSK_BASE_CUR_EUR |
|
Data Element |
FSK_CUREUR |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
FX Exposures: Pounds Sterling Silver
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_FX_GBP |
|
What this KPI does |
This KPI monitors total exposures for pound sterling silver (GBP) by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_CURGBP |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_FX_GBP (FX Exposures: Pounds Sterling Silver) DE: FSK_CURGBP |
|
Calculation Definition (Calculation ID) |
FSK_GBP |
|
KPI Calculation Rule ID |
FSK_GBP |
|
Tablemap |
LEDGER_F00 |
|
Datamap |
LEDGER_F00 |
|
Filter |
FSK_BASE_CUR_GBP FSK_GLAR |
|
Constraint |
FSK_BASE_CUR_GBP |
|
Data Element |
FSK_CURGBP |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
FX Exposures: US Dollar
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_FX_USD |
|
What this KPI does |
This KPI monitors total exposures for United States dollar by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_CURUSD |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_FX_USD (FX Exposures: US Dollar) DE: FSK_CURUSD |
|
Calculation Definition (Calculation ID) |
FSK_USD |
|
KPI Calculation Rule ID |
FSK_USD |
|
Tablemap |
LEDGER_F00 |
|
Datamap |
LEDGER_F00 |
|
Filter |
FSK_BASE_CUR_USD FSK_GLAR |
|
Constraint |
FSK_BASE_CUR_USD |
|
Data Element |
FSK_CURUSD |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Total Headcount
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_HR01 |
|
What this KPI does |
This KPI monitors actual head count of full-time employees by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_A_HCNT |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_HR01 (Total Headcount) DE: FSK_A_HCNT (Actual Full-Time Employee Headcount DE: FSK_HCOUNT (Budgeted Employee Headcount) |
|
Calculation Definition (Calculation ID) |
FSK_C_HEAD |
|
KPI Calculation Rule ID |
FSK_C_HEAD |
|
Tablemap |
JOBF_POSN |
|
Datamap |
JOBF_POSN |
|
Filter |
FSK_FULL_TIME_EMPL |
|
Constraint |
FSK_FULL_TIME_EMPL |
|
Data Element |
FSK_A_HCNT (Actual Full-Time Employee Headcount) FSK_HCOUNT (Budgeted Employee Headcount) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CONSL CORP1 COPR2 EPM01 |
|
KPI Target Rule |
Target Type = % Target Primary Target = FSK_HCOUNT (Budgeted Employee Headcount) |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Headcount Offers Extended
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_HR02 |
|
What this KPI does |
This KPI monitors headcount offers extended by business unit. |
|
Calculation Description |
Actual Full-Time Employee Headcount + Approved Job Requisitions |
|
Calculation Expression |
FSK_A_HCNT + FSK_DE_REQ |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_HR02 (Headcount Offers Extended) DE: FSK_A_HCNT (Actual Full-Time Employee Headcount) DE: FSK_DE_REQ (Approved Job Requisitions) DE: FSK_HCOUNT (Budgeted Employee Headcount) |
|
Calculation Definition (Calculation ID) |
FSK_EX_OF |
|
KPI Calculation Rule ID |
FSK_EX_OF |
|
Tablemap |
JOBF_POSN FSK_JOBREQ |
|
Datamap |
JOBF_POSN FSK_JOBREQ |
|
Filter |
FSK_FULL_TIME_EMPL FSK_FILTER_JOBREQAP |
|
Constraint |
FSK_FULL_TIME_EMPL FSK_CN_APP_JOB_REQS |
|
Data Element |
FSK_A_HCNT (Actual Full-Time Employee Headcount) FSK_DE_REQ (Approved Job Requisitions) FSK_HCOUNT (Budgeted Employee Headcount) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CONSL CORP1 COPR2 EPM01 |
|
KPI Target Rule |
Target Type = % Target Primary Target = FSK_HCOUNT (Budgeted Employee Headcount) |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Purchasing Commitments
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_PO01 |
|
What this KPI does |
This KPI monitors purchasing commitments by business unit. |
|
Calculation Description |
Committed purchase orders + Open purchase orders |
|
Calculation Expression |
FSK_COM_PO + FSK_OPENPO |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_PO01 (Purchasing Commitments) DE: FSK_COM_PO (Committed Purchase Orders) DE: FSK_OPENPO (Open Purchase Orders DE: FSK_BGTEXP (Budgeted Expenses: Purchasing) |
|
Calculation Definition (Calculation ID) |
FSK_PRCHSN |
|
KPI Calculation Rule ID |
FSK_PRCHSN |
|
Tablemap |
FSK_PODIST |
|
Datamap |
FSK_PODIST |
|
Filter |
FSK_COMMITTED_POS FSK_OPEN_PO |
|
Constraint |
FSK_COMMITTED_POS FSK_OPEN_POS |
|
Data Element |
FSK_COM_PO (Committed Purchase Orders) FSK_OPENPO (Open Purchase Orders) FSK_BGTEXP (Budgeted Expenses: Purchasing) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CORP1 |
|
KPI Target Rule |
Target Type = % Target Primary Target = FSK_BGTEXP (Budgeted Expenses: Purchasing) |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Cash Position
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_TR01 |
|
What this KPI does |
This KPI monitors cash position by business unit. |
|
Calculation Description |
This calculation uses KPIs instead of Data Elements |
|
Calculation Expression |
FSK_TR01 – FSK_PASCOL |
|
KPI Type |
Composite |
|
Composite Pieces |
KPIs used:
|
|
Data Used in the KPI |
KPI: FSK_TR01 (Cash Position) |
|
Calculation Definition (Calculation ID) |
FSK_CSHCOL |
|
KPI Calculation Rule ID |
FSK_CSHCOL |
|
Tablemap |
FSK_POSTR FSK_CSTHST |
|
Datamap |
FSK_POSTR FSK_CSTHST |
|
Filter |
FSK_IMPCTHDR FSK_CUSTOMER_HIST |
|
Constraint |
FSK_POS_IMPACT_HDR FSK_CUSTOMER_HISTORY |
|
Data Element |
|
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CONSL CORP1 COPR2 EPM01 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Large Deal Maturities
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_TR03 |
|
What this KPI does |
This KPI monitors large deal maturities by business unit. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_LGDEAL |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_TR03 (Large Deal Maturities) DE: FSK_LGDEAL (Large Deal Maturity) |
|
Calculation Definition (Calculation ID) |
FSK_LGDEAL |
|
KPI Calculation Rule ID |
FSK_LGDEAL |
|
Tablemap |
FSK_TRXDTL |
|
Datamap |
FSK_TRXDTL |
|
Filter |
FSK_MATURE_DEALS |
|
Constraint |
FSK_MATURE_DEALS |
|
Data Element |
FSK_LGDEAL (Large Deal Maturity) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Business Unit Includes: CONSL CORP1 COPR2 EPM0 |
|
KPI Target Rule |
Target Type = Numeric |
|
Object Type (Dimension) |
BUSINESS_UNIT |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Supplier Threshold
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_VEND1 |
|
What this KPI does |
This KPI monitors supplier threshold by supplier ID. |
|
Calculation Description |
|
|
Calculation Expression |
FSK_VENDOR |
|
KPI Type |
Manual |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
KPI: FSK_VEND1 (Supplier Threshold) DE: FSK_VENDOR (Payments by Supplier) |
|
Calculation Definition (Calculation ID) |
FSK_VEND1 |
|
KPI Calculation Rule ID |
FSK_VEND1 |
|
Tablemap |
FSK_PYMNT |
|
Datamap |
FSK_PYMNT |
|
Filter |
FSK_SPECIFIC_VENDORS |
|
Constraint |
FSK_SPECIFIC_VENDORS |
|
Data Element |
FSK_VENDOR (Payments by Supplier) |
|
Model ID |
FSK |
|
Scenario |
Not applicable |
|
KPI Object |
Supplier Includes these Supplier IDs: 1001 1002 1003 100 |
|
KPI Target Rule |
Target Type = % Target Primary Target = DFLT_TRGT (Default Target Table) |
|
Object Type (Dimension) |
SUPPLIER |
|
Perspective Type |
Not applicable |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Available Spending – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK01 |
|
What this KPI does |
This KPI will be used to show users the percentage of a budget that is available for consumption for a specified period of time. |
|
Calculation Description |
(Budgeted Amount – Spending Activity Balance) |
|
Calculation Expression |
(Budgeted Amount – Spending Activity Balance) (FSK_KK01E2 - FSK_KK01_A) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_KK01 |
|
KPI Calculation Rule ID |
FSK_KK01 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK01_EB – Expenditure Budget – Supplies (Pointer) FSK_KK01_EB2 – Expenditure Budget – Supplies (Calc Defn) FSK_KK01_EA – Expenditure Activity – Supplies |
|
Constraint |
FSK_KK01_EXP_BUD – Expenditure Budget FSK_KK01_EXP_BUD2 – Expenditure Budget FSK_KK01_EXP_ACT – Expenditure Activity |
|
Data Element |
FSK_KK01_B – Budgeted Expenditure Amount by department (Pointer) FSK_KK01E2 – Budgeted Expenditure Amount by department (Calc Defn) FSK_KK01_A – Expenditure Activity by department |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Department(s): 11000 – Marketing 13000 - Finance |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK01_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
DEPARTMENT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Available Spending – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL01 |
|
What this KPI does |
This KPI will be used to show users the percentage of a budget that is available for consumption for a specified period of time. |
|
Calculation Description |
(Budgeted Amount – Spending Activity Balance) |
|
Calculation Expression |
(Budgeted Amount – Spending Activity Balance) (FSK_GL01E2 - FSK_GL01_A) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_GL01 |
|
KPI Calculation Rule ID |
FSK_GL01 |
|
Tablemap |
FSK_LEDG FSK_LED_BD |
|
Datamap |
FSK_LEDG FSK_LED_BD Referenced Table(s): LEDGER2_F00 LEDGER_BUDG_F00 |
|
Filter |
FSK_GL01_EB – Expenditure Budget – Supplies (Pointer) FSK_GL01_EB2 – Expenditure Budget – Supplies (Calc Defn) FSK_GL01_EA – Expenditure Activity – Supplies |
|
Constraint |
FSK_GL01_EXP_BUD – Expenditure Budget FSK_GL01_EXP_BUD2 – Expenditure Budget FSK_GL01_EXP_ACT – Expenditure Activity |
|
Data Element |
FSK_GL01_B – Budgeted Expenditure Amount by department (Pointer) FSK_GL01E2 – Budgeted Expenditure Amount by department (Calc Defn) FSK_GL01_A – Expenditure Activity by department |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Department(s): 11000 – Marketing 13000 - Finance |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL01_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
DEPARTMENT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Operating Activity to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK02 |
|
What this KPI does |
This KPI will be used to show users the percentage of an operating level budget that has been consumed for a specified period of time. |
|
Calculation Description |
Operating Expenditure Activity |
|
Calculation Expression |
Operating Expenditure Activity FSK_KK02_A |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_KK02 |
|
KPI Calculation Rule ID |
FSK_ KK02 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK02_EB – Operating Expenditure Budget FSK_KK02_EA – Operating Expenditure Activity |
|
Constraint |
FSK_KK02_EXP_BUD – Operating Expenditure Budget FSK_KK02_EXP_ACT – Operating Expenditure Activity |
|
Data Element |
FSK_KK02_B – Budgeted Operating Expenditure Amount FSK_KK02_A – Operating Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Operating Unit(s): NEWYORK CALIF |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK02_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
OPERATING_UNIT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Operating Activity to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL02 |
|
What this KPI does |
This KPI will be used to show users the percentage of an operating level budget that has been consumed for a specified period of time. |
|
Calculation Description |
Operating Expenditure Activity |
|
Calculation Expression |
Operating Expenditure Activity FSK_GL02_A |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_GL02 |
|
KPI Calculation Rule ID |
FSK_GL02 |
|
Tablemap |
FSK_LEDG FSK_LED_BD |
|
Datamap |
FSK_LEDG FSK_LED_BD Referenced Table(s): LEDGER2_F00 LEDGER_BUDG_F00 |
|
Filter |
FSK_GL02_EB – Operating Expenditure Budget FSK_GL02_EA – Operating Expenditure Activity |
|
Constraint |
FSK_GL02_EXP_BUD – Operating Expenditure Budget FSK_GL02_EXP_ACT – Operating Expenditure Activity |
|
Data Element |
FSK_GL02_B – Budgeted Operating Expenditure Amount FSK_GL02_A – Operating Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Operating Unit(s): NEWYORK CALIF |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL02_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
OPERATING_UNIT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Projected Operating Activity to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK03 |
|
What this KPI does |
This KPI will provide users with a projected view of a budget's available spending balance. The KPI will account for budgeted amounts and spending activity throughout the year and display a projected percentage of budget, that will be consumed given the current rate of spending. |
|
Calculation Description |
Operating Expenditure Activity |
|
Calculation Expression |
Operating Expenditure Activity (FSK_KK03_A / %AccountingPeriod) * %NumberOfPeriods |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_KK03 |
|
KPI Calculation Rule ID |
FSK_KK03 |
|
Tablemap |
FSK_LEDKKP |
|
Datamap |
FSK_LEDKKP Referenced Table(s): LEDGER_KK2_VW – Excludes Accounting Period |
|
Filter |
FSK_KK03_EB – Operating Expenditure Budget FSK_KK03_EA – Operating Expenditure Activity |
|
Constraint |
FSK_KK03_EXP_BUD – Operating Expenditure Budget FSK_KK03_EXP_ACT – Operating Expenditure Activity |
|
Data Element |
FSK_KK03_B – Budgeted Operating Expenditure Amount (Sum PTA across all APs) FSK_KK03_A – Operating Expenditure Activity (Sum PTA where AP < %AP) |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Operating Unit(s): NEWYORK CALIF |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK03_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
OPERATING_UNIT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Projected Operating Activity to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL03 |
|
What this KPI does |
This KPI will provide users with a projected view of a budget's available spending balance. The KPI will account for budgeted amounts and spending activity throughout the year and display a projected percentage of budget, that will be consumed given the current rate of spending. |
|
Calculation Description |
Operating Expenditure Activity |
|
Calculation Expression |
Operating Expenditure Activity (FSK_GL03_A / %AccountingPeriod) * %NumberOfPeriods |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_GL03 |
|
KPI Calculation Rule ID |
FSK_ GL03 |
|
Tablemap |
FSK_LEDG_P FSK_LEDBDP |
|
Datamap |
FSK_LEDG_P FSK_LEDBDP Referenced Table(s): LEDGER_GL2_VW – Excludes Accounting Period LEDGER_BUDG2_VW – Excludes Accounting Period |
|
Filter |
FSK_GL03_EB – Operating Expenditure Budget FSK_GL03_EA – Operating Expenditure Activity |
|
Constraint |
FSK_GL03_EXP_BUD – Operating Expenditure Budget FSK_GL03_EXP_ACT – Operating Expenditure Activity |
|
Data Element |
FSK_GL03_B – Budgeted Operating Expenditure Amount (Sum PTA across all APs) FSK_GL03_A – Operating Expenditure Activity (Sum PTA where AP < %AP) |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Operating Unit(s): NEWYORK CALIF |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL03_B (Budgeted Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
OPERATING_UNIT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Project Gross Profit to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK04 |
|
What this KPI does |
This KPI will be used to show users the budgeted gross profit as compared to the actual gross profit for a specified project and period of time. |
|
Calculation Description |
(Recognized Project Revenue Activity - Project Expenditure Activity) |
|
Calculation Expression |
(Recognized Project Revenue Activity - Project Expenditure Activity) (%NegativeOne * FSK_GL04RA) - FSK_GL04EA |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ KK04 |
|
KPI Calculation Rule ID |
FSK_ KK04 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK04_RA – Recognized Project Revenue Activity FSK_KK04_EA – Project Expenditure Activity |
|
Constraint |
FSK_KK04_REV_AC – Recognized Project Revenue Activity FSK_KK04_EXP_AC – Project Expenditure Activity |
|
Data Element |
FSK_KK04RA – Recognized Project Revenue Activity FSK_KK04EA – Project Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project ID(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: Default Target Table |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Project Gross Profit to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL04 |
|
What this KPI does |
This KPI will be used to show users the budgeted gross profit as compared to the actual gross profit for a specified project and period of time. |
|
Calculation Description |
(Recognized Project Revenue Activity - Project Expenditure Activity) |
|
Calculation Expression |
(Recognized Project Revenue Activity - Project Expenditure Activity) (%NegativeOne * FSK_GL04RA) - FSK_GL04EA |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ GL04 |
|
KPI Calculation Rule ID |
FSK_ GL04 |
|
Tablemap |
FSK_LEDG |
|
Datamap |
FSK_LEDG Referenced Table(s): LEDGER2_F00 |
|
Filter |
FSK_GL04_RA – Recognized Project Revenue Activity FSK_GL04_EA – Project Expenditure Activity |
|
Constraint |
FSK_GL04_REV_AC – Recognized Project Revenue Activity FSK_GL04_EXP_AC – Project Expenditure Activity |
|
Data Element |
FSK_GL04RA – Recognized Project Revenue Activity FSK_GL04EA – Project Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project ID(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: Default Target Table |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Gross Margin to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK05 |
|
What this KPI does |
This KPI will be used to show users the budgeted gross profit margin as compared to the actual gross profit margin for a specified product and period of time. |
|
Calculation Description |
Product Revenue Amount - Product Expenditure Activity / Product Revenue Amount |
|
Calculation Expression |
Product Revenue Amount - Product Expenditure Activity / Product Revenue Amount (((%NegativeOne * FSK_KK05RA) - FSK_KK05EA) / (%NegativeOne * FSK_KK05RA)) * 100 |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ KK05 |
|
KPI Calculation Rule ID |
FSK_ KK05 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK05_RA – Recognized Product Revenue Activity FSK_KK05_EA – Product Expenditure Activity |
|
Constraint |
FSK_KK05_REV_AC – Recognized Product Revenue Activity FSK_KK05_EXP_AC – Product Expenditure Activity |
|
Data Element |
FSK_KK05RA – Recognized Product Revenue Activity FSK_KK05EA – Product Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Product(s): PRNTRS SERVRS |
|
KPI Target Rule |
Target Type: % Target Primary Target: Default Target Table |
|
|
|
|
|
|
|
Object Type (Dimension) |
PRODUCT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Gross Margin to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL05 |
|
What this KPI does |
This KPI will be used to show users the budgeted gross profit margin as compared to the actual gross profit margin for a specified product and period of time. |
|
Calculation Description |
Product Revenue Amount - Product Expenditure Activity / Product Revenue Amount |
|
Calculation Expression |
Product Revenue Amount - Product Expenditure Activity / Product Revenue Amount (((%NegativeOne * FSK_GL05RA) - FSK_GL05EA) / (%NegativeOne * FSK_GL05RA)) * 100 |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ GL05 |
|
KPI Calculation Rule ID |
FSK_ GL05 |
|
Tablemap |
FSK_LED_GL |
|
Datamap |
FSK_LED_GL Referenced Table(s): LEDGER_GL_F00 |
|
Filter |
FSK_GL05_RA – Recognized Product Revenue Activity FSK_GL05_EA – Product Expenditure Activity |
|
Constraint |
FSK_GL05_REV_AC – Recognized Product Revenue Activity FSK_GL05_EXP_AC – Product Expenditure Activity |
|
Data Element |
FSK_GL05RA – Recognized Product Revenue Activity FSK_GL05EA – Product Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Product(s): PRNTRS SERVRS |
|
KPI Target Rule |
Target Type: % Target Primary Target: Default Target Table |
|
|
|
|
|
|
|
Object Type (Dimension) |
PRODUCT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Capital Expenditure Activity to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK06 |
|
What this KPI does |
This KPI will be used to show users the percentage of a capital expenditure budget that has been consumed for a specified period of time. |
|
Calculation Description |
FSK_KK06 – Capital Expenditure Activity to Plan |
|
Calculation Expression |
FSK_KK06 – Capital Expenditure Activity to Plan FSK_KK06_A |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ KK06 |
|
KPI Calculation Rule ID |
FSK_ KK06 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK06_EB – Capital Expenditure Budget FSK_KK06_EA – Capital Expenditure Activity |
|
Constraint |
FSK_KK06_EXP_BUD – Capital Expenditure Budget FSK_KK06_EXP_ACT – Capital Expenditure Activity |
|
Data Element |
FSK_KK06_B –Budgeted Capital Expenditure Amount FSK_KK06_A – Capital Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK06_B (Budgeted Capital Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Capital Expenditure Activity to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL06 |
|
What this KPI does |
This KPI will be used to show users the percentage of a capital expenditure budget that has been consumed for a specified period of time. |
|
Calculation Description |
FSK_GL06 – Capital Expenditure Activity to Plan |
|
Calculation Expression |
FSK_GL06 – Capital Expenditure Activity to Plan FSK_GL06_A |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ GL06 |
|
KPI Calculation Rule ID |
FSK_ GL06 |
|
Tablemap |
FSK_LEDG FSK_LED_BD |
|
Datamap |
FSK_LEDG FSK_LED_BD Referenced Table(s): LEDGER2_F00 LEDGER_BUDG_F00 |
|
Filter |
FSK_GL06_EB – Capital Expenditure Budget FSK_GL06_EA – Capital Expenditure Activity |
|
Constraint |
FSK_GL06_EXP_BUD – Capital Expenditure Budget FSK_GL06_EXP_ACT – Capital Expenditure Activity |
|
Data Element |
FSK_GL06_B –Budgeted Capital Expenditure Amount FSK_GL06_A – Capital Expenditure Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL06_B (Budgeted Capital Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Projected Capital Expenditure Activity to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK07 |
|
What this KPI does |
This KPI will provide users with a projected view of a capital budget's available spending balance. The KPI will account for budgeted amounts and spending activity throughout the year and display a projected percentage of budget, that will be consumed given the current rate of spending. |
|
Calculation Description |
(Capital Expenditure Activity / Current Accounting Period) * Number Of Accounting Periods in the fiscal year |
|
Calculation Expression |
(Capital Expenditure Activity / Current Accounting Period) * Number Of Accounting Periods in the fiscal year (FSK_KK07_A / %AccountingPeriod) * %NumberOfPeriods |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ KK07 |
|
KPI Calculation Rule ID |
FSK_ KK07 |
|
Tablemap |
FSK_LEDKKP |
|
Datamap |
FSK_LEDKKP Referenced Table(s): LEDGER_KK_VW – Excludes Accounting Period |
|
Filter |
FSK_KK07_EB – Capital Expenditure Budget FSK_KK07_EA – Capital Expenditure Activity |
|
Constraint |
FSK_KK07_EXP_BUD – Capital Expenditure Budget FSK_KK07_EXP_ACT – Capital Expenditure Activity |
|
Data Element |
FSK_KK07_B – Budgeted Capital Exp Amount (Sum PTA across all APs) FSK_KK07_A – Capital Expenditure Activity (Sum PTA where AP < %AP) |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK07_B (Budgeted Capital Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Projected Capital Expenditure Activity to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL07 |
|
What this KPI does |
This KPI will provide users with a projected view of a capital budget's available spending balance. The KPI will account for budgeted amounts and spending activity throughout the year and display a projected percentage of budget, that will be consumed given the current rate of spending. |
|
Calculation Description |
(Capital Expenditure Activity / Current Accounting Period) * Number Of Accounting Periods in the fiscal year |
|
Calculation Expression |
(Capital Expenditure Activity / Current Accounting Period) * Number Of Accounting Periods in the fiscal year (FSK_GL07_A / %AccountingPeriod) * %NumberOfPeriods |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ GL07 |
|
KPI Calculation Rule ID |
FSK_ GL07 |
|
Tablemap |
FSK_LEDG_P FSK_LEDBDP |
|
Datamap |
FSK_LEDG_P FSK_LEDBDP Referenced Table(s): LEDGER2_VW – Excludes Accounting Period |
|
Filter |
FSK_GL07_EB – Capital Expenditure Budget FSK_GL07_EA – Capital Expenditure Activity |
|
Constraint |
FSK_GL07_EXP_BUD – Capital Expenditure Budget FSK_GL07_EXP_ACT – Capital Expenditure Activity |
|
Data Element |
FSK_GL07_B – Budgeted Capital Exp Amount (Sum PTA across all APs) FSK_GL07_A – Capital Expenditure Activity (Sum PTA where AP < %AP) |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Project(s): FACTORY PLANT |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL07_B (Budgeted Capital Expenditure Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PROJECT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Recognized Revenue to Plan – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK08 |
|
What this KPI does |
This KPI will be used to show users the percentage of product revenue budget that has been recognized for a specified period of time. |
|
Calculation Description |
FSK_KK08 – Recognized Revenue to Plan |
|
Calculation Expression |
(%NegativeOne * FSK_KK08_A) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ KK08 |
|
KPI Calculation Rule ID |
FSK_ KK08 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Table(s): LEDGER_KK_F00 |
|
Filter |
FSK_KK08_RB – Budgeted Product Revenue FSK_KK08_RA – Recognized Product Revenue Activity |
|
Constraint |
FSK_KK08_REV_BUD – Budgeted Product Revenue FSK_KK08_REV_ACT – Recognized Product Revenue Activity |
|
Data Element |
FSK_KK08_B – Budgeted Product Revenue Amount (Pointer) FSK_KK08_A – Recognized Product Revenue Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Product(s) :SERVRS PRNTRS |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_KK08_B (Budgeted Product Revenue Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PRODUCT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Recognized Revenue to Plan – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL08 |
|
What this KPI does |
This KPI will be used to show users the percentage of product revenue budget that has been recognized for a specified period of time. |
|
Calculation Description |
FSK_GL08 – Recognized Revenue to Plan |
|
Calculation Expression |
(%NegativeOne * FSK_GL08_A) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_ GL08 |
|
KPI Calculation Rule ID |
FSK_ GL08 |
|
Tablemap |
FSK_LEDG FSK_LED_BD |
|
Datamap |
FSK_LEDG FSK_LED_BD Referenced Table(s): LEDGER2_F00 LEDGER_BUDG_F00 |
|
Filter |
FSK_GL08_RB – Budgeted Product Revenue FSK_GL08_RA – Recognized Product Revenue Activity |
|
Constraint |
FSK_GL08_REV_BUD – Budgeted Product Revenue FSK_GL08_REV_ACT – Recognized Product Revenue Activity |
|
Data Element |
FSK_GL08_B – Budgeted Product Revenue Amount (Pointer) FSK_GL08_A – Recognized Product Revenue Activity |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Product(s): SERVRS PRNTRS |
|
KPI Target Rule |
Target Type: % Target Primary Target: FSK_GL08_B (Budgeted Product Revenue Amount) |
|
|
|
|
|
|
|
Object Type (Dimension) |
PRODUCT |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Payroll to Target – Standard Budgets
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_GL09 |
|
What this KPI does |
This KPI shows the percentage of a payroll budget that has been consumed for a specified period of time. Obtains and displays results based on standard budgets from the actuals and standard budget ledgers (for example, LEDGER and LEDGER_BUDG). |
|
Calculation Description |
FSK_GL09 – Payroll Expenditure Activity to Plan Payroll Expenditure Activity / Budgeted Payroll Expenditure Amount |
|
Calculation Expression |
Payroll Expenditure Activity / Budgeted Payroll Expenditure Amount (FSK_GL09_A / FSK_GL09_B) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_GL09 |
|
KPI Calculation Rule ID |
FSK_GL09 |
|
Tablemap |
FSK_LEDG FSK_LED_BD |
|
Datamap |
FSK_LEDG FSK_LED_BD Referenced Tables: LEDGER_GL_VW LEDGER_BUDG_VW |
|
Filter |
FSK_GL09_EB FSK_GL09_EA |
|
Constraint |
FSK_GL09_EXP_BUD FSK_GL09_EXP_ACT |
|
Data Element |
FSK_GL09_B FSK_GL09_A |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Business Unit: CORP1 |
|
KPI Target Rule |
Target Type = % Target Primary Target = FSK_GL09_B (Budgeted Payroll Expenditure Amount) |
|
Percent Consumed <= .75 Green |
|
|
Percent Consumed <= .90 Yellow |
|
|
Percent Consumed > .90 Red |
|
|
Object Type (Dimension) |
Business Unit |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Note: This KPI is calculated on quarterly periods while the underlying source table has monthly period data. The view PS_LEDGER_F00_VW2, used in the Tablemap and Datamap, handles the mapping from the detail ledger period to the quarterly period.
Payroll to Target – Commitment Control
This section discusses the KPI definition detail:
|
Definition Detail |
Value |
|---|---|
|
KPI Definition (KPI ID) |
FSK_KK09 |
|
What this KPI does |
This KPI shows the percentage of a payroll budget that has been consumed for a specified period of time. Obtains and displays results based on data from the commitment control ledger (for example, LEDGER_KK). |
|
Calculation Description |
FSK_KK09 – Payroll Expenditure Activity to Plan Payroll Expenditure Activity / Budgeted Payroll Expenditure Amount |
|
Calculation Expression |
Payroll Expenditure Activity / Budgeted Payroll Expenditure Amount (FSK_KK09_A / FSK_KK09_B) |
|
KPI Type |
Calculated |
|
Composite Pieces |
Not applicable |
|
Data Used in the KPI |
Same as Data Elements |
|
Calculation Definition (Calculation ID) |
FSK_KK09 |
|
KPI Calculation Rule ID |
FSK_KK09 |
|
Tablemap |
FSK_LED_KK |
|
Datamap |
FSK_LED_KK Referenced Tables: LEDGER_KK_VW |
|
Filter |
FSK_KK09_EB FSK_KK09_EA |
|
Constraint |
FSK_KK09_EXP_BUD FSK_KK09_EXP_ACT |
|
Data Element |
FSK_KK09_B FSK_KK09_A |
|
Model ID |
FSK |
|
Scenario |
FSK_SCENAR |
|
KPI Object |
Business Unit: CORP1 |
|
KPI Target Rule |
Actual Value Payroll Expenditure Activity |
|
Current Target Budgeted Payroll Expenditure Amount |
|
|
% of Target Percentage Consumed |
|
|
Object Type (Dimension) |
Business Unit |
|
Perspective Type |
Financial |
|
KPI Cause/Effect (KPIs affected by this KPI) |
Not applicable |
|
Critical Success Factor |
Not applicable |
Note: This KPI is calculated on quarterly periods while the underlying source table has monthly period data. The view PS_LEDGER_F00_VW2, used in the tablemap and datamap, handles the mapping from the detail ledger period to the quarterly period.