Using a Custom KPI in a KPI Scorecard

You can use custom KPIs for comparisons in KPI scorecards as well as include them in KPI scorecard formulas.

To learn how to create and configure KPI scorecards, see KPI Scorecards.

To learn more about Custom KPIs, see Custom KPIs.

Note:

Custom KPIs are based on saved searches, so you need to create or select an appropriate search before you add a custom KPI to a scorecard. For information, see Creating a New Search to be a Custom KPI or Selecting an Existing Search to be a Custom KPI.

To add a custom KPI to a KPI scorecard:

  1. Open the KPI scorecard where you want to add a custom KPI.

    • To edit an existing KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards and click Edit next to the KPI scorecard you want to edit.

    • To create a new KPI scorecard, go to Customization > Centers and Tabs > KPI Scorecards > New. For more information, see Creating a KPI Scorecard, and Entering Basic Scorecard Information.

  2. On the Content tab, select one of the custom KPIs (Custom KPI #1Custom KPI #10) from the KPIs list.

  3. On the Custom subtab, find the custom KPI number you added to the KPIs list (Custom KPI #1 through Custom KPI #10) and specify the saved search to be used as this custom KPI.

  4. If you want to add a custom KPI ID to a formula expression, select a formula from the KPIs list, click the Set Formula icon in the Formula column, and select one of the custom KPIs you defined on the Custom subtab.

    To learn how to define other formula settings, see Defining KPI Scorecard Formulas.

  5. Define other settings for the KPI comparison. For information, see Defining KPI Scorecard Comparisons.

Related Topics

Custom KPIs
Selecting an Existing Search to be a Custom KPI
Creating a New Search to be a Custom KPI
Adding a Custom KPI to the Key Performance Indicators Portlet

General Notices