19a - Panorama Necto 14 working with kp is - visualization & data discovery solution
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The document outlines a training module focused on working with Key Performance Indicators (KPIs) for analytics. It describes the importance of KPIs in measuring performance against goals, defines how to set and customize KPIs, and provides practical steps for using a KPI wizard. The training aims to equip participants with the skills to visually track performance and modify KPIs effectively.
19a - Panorama Necto 14 working with kp is - visualization & data discovery solution
- 1. Necto Training Module 19 (archived): Working with Key Performance Indicators (KPIs)
- 2. Objectives By the end of this lesson you will be able to perform basic analytics by: Use KPI to see if you have met your goals Define your own KPIs
- 3. Agenda KPI’s introduction Defining KPIs Using the Wizard
- 5. Case Study Linda Taylor VP Sales I’d like a quick visual way to see which of my regions is not reaching their goal
- 6. What are KPIs? Key Performance Indicators Clear indication of performance compared to goal Value Goal Minimum value Maximum value trend
- 7. Advantages of Panorama® Necto™ KPI Distill information into indicators Monitor progress towards goals Highlight variances from targets Dynamically update with slicing and drilling Drill through to analyze Customize to suit any requirement
- 8. KPI Types Single KPI Status value Pre-defined KPI Status Values Multiple KPI Status Values
- 9. KPI Layout Dashboard KPI Layout Crosstab KPI Layout
- 10. Defining KPIs Using the Wizard
- 11. Each store’s goal is to increase sales by 10%. Can I define KPI’s that will show me if they reach their goal? Defining KPIs
- 12. What Needs to be Defined? Goal Minimum value Maximum value trend KPI is part of a view
- 13. Using the KPI Wizard 2. Select Tools > Define KPI 3. Select layout 5. Click Add.. 4. Adjust display options 1. Select a view
- 14. Selecting a KPI 1. Select Category 2. Select a KPI from the category Description of the KPI is available
- 16. Define Goal
- 17. Define Trend
- 18. Define Minimum
- 19. Define Maximum
- 20. Select Images Click to assign colors to value ranges Select Image for KPI Select Image for trend
- 21. Modifying KPI Color Range
- 22. Select Set Used for Dashboard KPI Used to simulate drill down Click for advanced set definitions
- 24. Finish – Define Name and Description Name and description
- 27. Summary KPI Definition Containing View Goal Minimum value Maximum value Display method Trend Definition tool: Desktop Client
- 28. Exercise Define KPIs that will show If sales goals have been reached If target number of customers has been reached