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Create a performance indicator

Add a Performance Indicator to the repository and configure how it stores and grades its data.

Prerequisites​

  • The PRC (Performance, Risk and Control) Module, and a license that can create PRC objects — see the License capability matrix. Without it, Performance Indicator doesn't appear in the object type list.
  • Permission to add objects to the folder or object where you create the indicator.

Steps​

Add the indicator​

  1. In the repository tree, select the folder or object that the indicator belongs to. You can create a Performance Indicator under most items — including the repository's top-level folder and the Risk Catalog — but not under a Risk or Risk Instance.
  2. Click Add object at the top of the repository tree.
  3. In the Select Type step, choose Performance Indicator.
  4. Type a Name, and optionally a Summary.
  5. Choose a Performance Indicator Type. The type classifies the indicator; it doesn't change its behavior. Your repository keeps its own list — maintained under Configure object types — so it may differ from the types iGrafx ships: Key Performance Indicator (KPIKPI A quantitative measure used to evaluate process performance against a target — for example, average throughput time, automation rate, or rework percentage.), its operational (O-KPIKPI A quantitative measure used to evaluate process performance against a target — for example, average throughput time, automation rate, or rework percentage.), strategic (S-KPIKPI A quantitative measure used to evaluate process performance against a target — for example, average throughput time, automation rate, or rework percentage.), and tactical (T-KPIKPI A quantitative measure used to evaluate process performance against a target — for example, average throughput time, automation rate, or rework percentage.) variantsVariant A unique trace pattern in an event log. Variant analysis ranks how often each path is taken and is the fastest way to spot process deviation., Measurement, Process Performance Indicator (PPI), Risk, and Service Performance Indicator (SPI).
  6. Check the Measures field. If you're creating the indicator under an object an indicator can measure — any non-folder object, such as a Process, Strategy, Capability, or Resource — that object is already filled in. Change replaces it and the trash icon clears it. In a folder, including a catalog root such as the Risk Catalog, the field starts empty: click Choose to pick the object this indicator measures.
  7. Click Finish.

The Add Object dialog with Performance Indicator selected, showing the Name, Performance Indicator Type, and Measures fields.

Configure its settings​

Open the new indicator's Settings tab and set how it behaves:

  1. Choose the Type of Data:
    • Time-based (Numeric) — date and number pairs. The default. Like Rollup and Scheduled Report, it produces a numeric series, so it can carry limits and targets and be rated — see Types of data.
    • Time-based (Text) — date and text pairs, for results that are read rather than graphed. The Chart tab is hidden for this type.
    • Category-based — named categories with a number each.
    • Rollup — an aggregate computed from other Performance Indicators. See Add performance indicator data.
    • Scheduled Report — the result count of a list report, collected nightly. See Add performance indicator data.
  2. Type a Unit — free text, such as % or EUR; previously used units are suggested as you type. Indicators must share a unit to work together in a rollup.
  3. Choose a Rating system — RAG, GAR, RAGAR, RG, or GR — or leave None for an unrated indicator. The letters read upward along the value axis: RAG is red for low values and green for high values, GAR favors low values.
  4. Choose a Weighting for rating aggregation, None to Very high. None leaves the indicator out of Performance Tree aggregation, where its traffic light then shows gray. Its rating still displays normally everywhere else — on its own Performance panel, on diagrams, and in charts and tables. See How ratings aggregate.
  5. Optionally select Preempt other performance indicators to let this indicator's amber or red rating override the aggregated color of its folder. This has no effect when Weighting is None.
  6. Under Limits — shown only when a rating system is set — define the ranges the colors apply to: a From date, an optional Until date, and one boundary value per color change. The rating system decides how many boundaries you enter, and what they're called — see Rating systems. Click Add. You can't edit a set of limits afterwards; use Delete to remove it, or End before to close it off when newer limits take over. Date ranges let thresholds change over time while older data keeps its original grading.
  7. Under Target, enter a goal value with its own From/Until range and click Add. Targets work the same way as limits: delete and re-add rather than edit.

The Settings tab of a Performance Indicator, showing data type, unit, rating system, weighting, and a limit row with its color bands.

Settings save as you change them — there's no separate save button.

Verify​

Add a data point on the Data tab (Add performance indicator data), then open the Performance Indicator tab. The Performance section shows the current and previous values, the change between them, and — if a rating system and limits are set — the traffic-light color of the current value.

Limitations​

  • A Performance Indicator can't be created under a Risk or Risk Instance.
  • The Fact Identifier shown at the bottom of the Settings tab is generated by the platform and identifies the indicator's data series to integrations; you can't change it.