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Logging In & Home Section
Creating Scorecards and KPIs
Creating Dashboards
Creating Charts & Reports
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
Initiatives, Tasks, and Milestones
Extending System Calendars
Scoring and Colors
Replacing A User

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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

Editing Multiple Scorecard Items at Once in 3.2

One of the largest new features in version 3.2 is the ability to edit multiple scorecards at once. This mass-edit feature is built into the Report Writer, and it can save you a lot of time.

In this example we’re going to find all of the red KPIs and then assign our helpdesk team as their owners. The first step is to create a new report showing all KPIs that are red for the current period. Before we save the report, we can now see a “Mass Edit” button on the bottom of the screen.

When you click the “Mass Edit” button, a column of checkboxes appears on the left. You can choose individual scorecard items that you want to edit, or you can click the dark checkbox on the top to select all of them. When you’re done, click “Edit Selected Items.”

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Adding “or” Filters to Reports in 3.2

Scoreboard 3.2 has the powerful new ability to add “or” filters to reports. Here’s an example of how they work. Let’s start with a simple report that shows all of the measures that are red for a month.

Here’s what the two filters look like. The item type is KPI and the color is red.

Let’s say we want to change this report to show not only red KPIs, but also KPIs that are trending downward. That way we’ll have a single report showing all of the KPIs we need to keep an eye on.

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