Single KPI Trend vs. Peer

This report displays a single KPI trend over time along with the peer Trend. The KPI may be an employee, person rollup, or organization KPI.

A dual scale on the X-axis is shown when the peer value is not Mean, Mode, or Median.

Default Access Rights

This report can be run by the following roles: Administrator, Branch Administrator, Branch Manager, Manager, Scheduler, Supervisor.

Inputs

• KPI: Allows you to select the desired organization and KPI by means of a pop-up selector window.

  Clicking the icon at the end of the Organization field opens the Organization Selector pop-up window.

  Once you have selected an organization, the KPI Selector window refreshes to show additional fields.

  Use the drop-down selectors to set the desired values for the KPI, Roll up Type, and Person fields, and click Set.

•  Date: Allows you to specify the date for the data you want retrieved. Dates can be specified in one of two ways:

  • Last <number> <unit>

    where:

    <number> is the number of time units

    <unit> is one of Completed Day(s), Completed Week(s), Completed Month(s), Completed Quarter(s), or Completed Year(s)

  • <periodicity> <start_date> <end_date>

    where:

    <periodicity> is selected through a drop-down menu, and can be one of Daily, Weekly, Monthly, Quarterly, or Annually.

    <start_date> allows you to select the starting date using a date selector.

    <end_date> allows you to select the ending date using the same date selector.

Outputs

• From: The date at which to start displaying scores.

• To: The date for which to stop displaying scores.

• Organization/Employee: The organization or employee for whom scores are to be displayed.

• KPI: The KPI to display.

• Periodicity: The periodicity of the KPI.

• Roll-up Type: The roll-up type of the KPI: No Roll up, Person Roll up to Supervisor, or Person Roll up to Organization.

• A graph showing the KPI Actual Value, KPI Goal Value, and KPI Trend scores for the selected employee for the specified dates.