Homepage KPIs

You can view KPI cards on the Financial Reporting Home page.

To configure homepage KPIs, select Configuration and click the Homepage KPIs tab. All available KPIs are displayed and grouped by categories in the Available KPIs list.

To add a KPI to the Financial Reporting Home page, select a KPI from the list, click the drag and drop icon, and move the KPI to the board. You can select the checkbox of the KPI to add the KPI to the board. A maximum of ten KPI cards can be displayed on the Financial Reporting Home page.

To remove or change a position of a KPI card on the Financial Reporting Home page, you can drag and drop the KPI card or click the Settings icon on the KPI card. The color indicates an increase or decrease in a relevant KPI.

To make KPIs visible in the list, you must upload and publish the default KPIs in Business Modeling.

To create the KPI metrics manually, in Business Modeling select Metric management > Foundational Metrics or Calculated metrics and click Add. These metrics are set to Active status in KPIs list in Business Modeling. After you create KPI metrics, you must publish them in Business Modeling.