Setting up KPIs

Set up key performance indicators (KPIs) for the Start Center. For example, define a KPI to measure the dollar amount of amenity charges during a month, the current occupancy of a property, or the number of late check-ins.

Select a SQL statement for the KPI to calculate the current value for the KPI. Select a screen for which to enable a hyperlink for the KPI, and then enter a Datsapy to enable the system to automatically query for the records associated with the KPI to the called screen. You can also designate whether the KPI is accessible to all users.

To set up KPIs:

Select Administration > Start Center Setup > KPI Setup.
On the List View tab, click New Record. The Record View tab is displayed.
Specify this information:

KPI Code

Enter a unique code identifying the KPI, and then enter a description of the KPI in the adjacent field. The description will be displayed for the KPI on the Start Center.

Out of Service

Select to hide the KPI to all user groups.

Frequency

Enter the frequency in days with which the KPI will be recalculated.

SQL Statement

Enter the SQL statement to calculate the current value for the KPI.
The system automatically populates SQL Statement Text.

Maintain History

Select to record the history of the KPI. Refer to Viewing KPI History for more information on KPI History.

Public

Select to give all user groups access to the KPI.
Note: KPIs for which user groups have been associated cannot be Public.

Parent

Select to indicate that the KPI is a parent KPI.

Current Value

The current value of the KPI. By default, the field is disabled.

Last Update

The date when the KPI is recorded.

Normal Score

Enter the normal score for the KPI.
The system automatically populates Current Value, Last Update, and Next Update.

Next Update

The date when the KPI must be next updated.

Screen

Enter the system screen for which to enable a hyperlink to call the screen for the KPI.
Note: If you update Screen, the system clears Dataspy.

Dataspy

Select the Dataspy used to retrieve records for the called system screen.

Filter

Enter the where clause with which to associate the KPI.

KPI Display Options

Select either Normalized Values (Weighted Average), Actual Values (Weighted Average), or Actual Values (Summed).
Note: Parent must be selected to enable KPI Display Options.
Click Save.

Defining KPI ranges

Define KPI ranges to specify a High Value and a Low Value for each of the scoring ranges defined for a KPI.

Specify a Normal Score that corresponds with each high and low value for a KPI range. The system rolls up the normal score for a child KPI to any parent KPIs when calculating the Current Value and Normal Score for the parent KPIs.

For example, a child KPI measures the productivity of a production line during a month. The target goal for the KPI is 200,000 units per month. If the production line produces between 200,000 to 133,333 units per month, the normal score for the KPI is 3, which indicates an excellent score. 133,332 to 66,666 units is 2, which indicates an average score. 66,665 units or less is 1, which indicates a poor score.

Caution:

You should maintain consistency when defining normalized scores for KPI ranges. For example, if you define a normalized score based on a scale of 1 to 3 for one KPI, use that same scale for other KPIs.

Note: You cannot enter a Normal Score if the KPI is a parent KPI.

To define KPI ranges:

Select Administration > Start Center Setup > KPI Setup.
On the List View tab, select the KPI for which to define KPI ranges, and then click the Ranges tab.
Click Add Range.
Specify this information:

Low Value

Enter the value for the low threshold of the KPI range.

High Value

Enter the value for the high threshold of the KPI range.

Normal Score

Enter the numeric value that represents the score based on the values entered for Low Value and High Value.

KPI Icon

Enter the icon to be displayed for the selected KPI range on the Start Center.

Description

Enter a description of the icon to be displayed for the KPI range on the Start Center.
Click Save.

Note: To remove a range, select the range to remove, and then select Remove Range.

Associating KPIs with user groups

Associate KPIs with user groups to enable them to display only the KPIs that are associated with their user group in the KPI list.

Note: You can only assign KPIs to user groups for which Public has not been selected.

To associate KPIs with user groups:

Select Administration > Start Center Setup > KPI Setup.
On the List View tab, select the KPI with which to associate user groups, and then click the User Groups tab. The User Groups tab is displayed.
Click Add User Group.
Specify this information:

User Group

Enter the user group to which to associate the KPI.
The system automatically populates the user group description.
Click Save.

Note: To remove a user group, select the user group to remove, and then click Remove User Group. The system removes the record and updates the User Groups list. The system also removes the KPIs from the Start Center for the user group.

Defining KPI structures

Define KPI structures to create parent/child relationships between KPIs. The scores for child KPIs roll up to all of the children’s parents. For example, you create a parent KPI to measure the overall efficiency of a production department during a month. You associate the parent KPI with child KPIs whose scores will roll up to the score for the parent KPI. One child KPI measures the number of units that the production line produces during a month. A second child KPI measures the maintenance costs for a production line during a month.

Each of the child KPIs must be assigned a weight based on their importance, and the sum of all child KPIs assigned for a parent KPI must be equal to 100. The system uses the value assigned for the weight of a child KPI to translate the normal score for a child KPI when rolling the score up to a parent KPI. For example, when calculating the score for the parent KPI, you consider the number of units produced to be more important than the number of maintenance dollars spent. Therefore, you assign a weight of 70 for the number of units produced and a weight of 30 to the maintenance dollars spent.

To define KPI structures:

Select Administration > Start Center Setup > KPI Setup.
On the List View tab, select the KPI for which to define structures, and then click the Children tab.

The system automatically populates Total Weight (Must equal 100%) with the total weight of all child KPIs. If no child KPIs are currently associated with the parent KPI, then the system populates Total Weight (Must equal 100%) with 0.

Note: You can only associate child KPIs to parent KPIs. You must select Parent on the KPI Codes form to indicate that a KPI is a parent KPI.
Click Add Child KPI.
Specify this information:

Child KPI

Enter the child KPI component for the parent KPI.
The system automatically populates the description of the child KPI in the adjacent field.

Weight (%)

Enter the weight for the child KPI component to use when calculating the Current Value and Normal Score for the parent KPI.
Caution:
The sum of the weight of all child KPI components defined for a parent KPI must be 100%.
Click Save.

Note: To remove a child KPI, select the child KPI to remove, and then click Remove Child KPI.

Viewing KPI history

View KPI history to review the results of KPI calculations. The system generates a record in KPI history when the score for a KPI is calculated. Updating the KPI is optional.

Note: KPI drivers must be running to populate the History tab.

You can only view the history of a KPI if you selected Maintain History on the KPI Codes form.

To view KPI history:

Select Administration > Start Center Setup > KPI Setup.
On the List View tab, select the KPI for which to view history, and then click the History tab. The History tab is displayed.
View the KPI history.