Configuring Key Performance Indicators

Procedure

To configure the Key Performance Indicators (KPI):

  1. Select Admin.
    The Admin Home Page appears.

  1. From the Business Administration tab, select Dashboard Setup.
    The Dashboard Setup screen appears.

  2. Configure the KPI values. You can enter the following information:

Value

Enter

KPI Name

The name you want displayed for the graph for this KPI in the Dashboard.

Chart Type

Pie, Bar, or Line.

Page Number

The page that you want this KPI to appear on.

Page Order

The order for the KPI on the page.

Minimum Threshold

Enter the minimum value for the KPI. This value establishes the lower limit you consider acceptable for the KPI. If the KPI falls below this value, you receive an alert.

Maximum Threshold

Enter the maximum value for the KPI. This value establishes the upper limit  you consider acceptable for the KPI. If the KPI is above this value, you receive an alert.

Alert Message

Enter the message that you want to appear whenever KPIs do not satisfy the minimum or maximum you defined for them.

  1. Click Save.