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Creating Scorecards and KPIs
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Connect: Building Scorecards and Updating KPIs from Spreadsheets
Connect: Automating KPI Updates from Databases and SOAP Sources
Setting and Managing Alerts
Managing Strategy at All Levels
Building KPIs Using Templates and Rollups
Using and Creating Briefings


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KPI Examples

We've assembled a collection of example Key Performance Indicators (KPIs) that you can use as a starting point when building your scorecards. We have metrics for both common departments as well as all 20 of the U.S. Government's major industry categorizations.

Customer Service View All
  • Inbound calls handled per agent hour
  • Email backlog
Finance and Insurance View All
  • Cash flow return on investments (CFROI)
  • Selling general and administrative (SG&A) expenses
Manufacturing View All
  • Overtime as a percentage of total hours
  • Percentage decrease in scrap and rework costs
Sales View All
  • Customer churn ratio
  • Gross margin per sales person
All KPI Examples View by industry or department

Blog posts

Indicator for Projected Initiative End Dates in 3.2

Scoreboard automatically predicts when an initiative will be finished and what its budget will be at completion. These predictions start to fall apart, however, when initiatives don’t get regular status updates.

It can get particularly confusing when a projected end date is in the past. This can happen when the last status update is so long ago that the initiative has probably ended by now. To avoid this confusion, there’s now an indicator next to projected end dates that are in the past, and when you click on it, there’s a tooltip explaining what is happening.

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Exploring the Data Behind Initiative Status Updates in 3.2

We’ve refined the Initiatives Overview tab to make it absolutely clear where each initiative’s status update data is coming from. Some initiatives are manually updated. Other initiatives are automatically calculated. It’s now easy to tell the difference.

For example, this is what the historical performance chart looks like when an initiative’s status has been updated manually. There’s an “Add Status Update” button in the upper right corner, and you can click a toggle to change from viewing the “graph” to seeing “status updates.”

When an initiative’s status hasn’t been manually updated and it’s instead automatically calculated from its descendant initiative items, the historical performance chart looks a little different. The “status updates” toggle now says “calculated status updates,” and there’s no longer an “add status update” button.

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