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2. KPI Explorer

Watch a video overview:

 

Overview: This tool provides an overview of the performance of all of your KPIs – in one simple view!  The KPI explorer helps to identify areas of strength or weakness in the business. This interactive tool shows both Financial KPIs and Non-financial KPIs.

A green symbol indicates that for the current period a KPI has achieved a favourable result. A red cross indicates an unfavourable result. Each KPI is evaluated against a target. These targets are set in ‘Step 4’ of the setup. The percentage value in the middle of the KPI Explorer represents the % of KPIs which have achieved a favourable result.

By default, the KPIs are grouped in performance perspectives – such as profitability, efficiency, activity, cash flow, growth, gearing etc… This view can be re-ordered by sorting by result (variance from target) or by sorting by importance. The importance of each KPI is set in ‘Step 4’ of the setup.

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To find out more detail about a KPI, simply click the KPI result symbol. Some additional detail including commentary about the KPI, an explanation of how the KPI is calculated, a summary trend chart and other key numbers will then show.

At the top of the tool you can change the period currently under review. You can also toggle between a monthly, quarterly or annual view of performance.

A PDF report which contains the KPI Explorer is available in the ‘KPI Summary’ report.