Operational Dashboard, Metrics, and KPIs

The operational dashboard metrics and KPI setup page allows you to specify a set of Metrics and KPIs that can then be selected as to define which additional metrics and key performance indicators (KPIs) are available to appear in the Operational Dashboard.

To create modify or delete a set of metrics and KPIs:

Go to Administration > Application Setup > Forecaster Setup > Operational Dashboard Metrics and KPIs.

Note: If there are many existing items in the table you can more easily find the one you are looking for by clicking Filter and typing a keyword in the field at the top of the Name column or the Description column.
Do one of the following:
- Click Create and enter a Name (and optionally a description).
- Select an existing entity and click Edit .
  Note:
  Choose one of two purposes for the edit:
  - To modify the features of the selected entity everywhere it is assigned: For this purpose, select Save changes everywhere that the named entity is used.
  - To use the selected entity as a template to define a new entity: For this purpose, select Save as a new named entity and give the entity a new name and (optionally) a description.
- Select an existing entity and click Delete .
  Note: You cannot delete an operational dashboard metrics and KPIs entity if it is assigned to a forecast profile.
Select one or more items from the Metrics and KPI's list to assign them to the entity, Current Assigned displays a list of current selections.
To define the order that the items appear on the Operational Dashboard, click Re-Order Selection.
1. Select one of the items and click or to move the item up or down respectively. Repeat until the list appears in the desired order.
2. Click Save Order.
Click Save.

Note:

that the following metrics are commonly displayed in the Operational Dashboard:

Actual
Scheduled
Actual Cost
Schedule Cost

In releases prior to R4.9, these metrics were not being calculated correctly for Forecasting.

In R4.9 and later, these metrics are calculated based on the pay codes that are assigned to a special pay-code-based Forecasting Labor mapping category.

By default no pay codes are mapped to the Forecasting Labor category. You must manually assign one or more of the following pay codes to the category. Users will then be able to view the data for these metrics, which is calculated using only the specifically assigned pay codes. These can include:

Actual Labor Hours (Forecasting)
Actual Labor Cost (Forecasting)
Scheduled Labor Hours (Forecasting)
Scheduled Labor Cost (Forecasting)

Note: If Forecasting data has already been populated in the system (for example, the system has been upgraded from an earlier release to R4.9 or later), you must first perform an historical load for the pay code metrics that you assigned to the Forecasting Labor mapping category.

See the KPI Builder setup online help for instructions on how to assign metrics to mapping categories and how to run an historical load.

Notes on monetary values

Monetary data is displayed in the employee-preferred currency. The dashboard displays a toggle that a suitably privileged user can use to with between their user-preferred currency or the location-specific currency. Use the Display Currency Option ACP to control whether or not a user can see and use this switch.
To display the correct monetary values, the expiration date for the currency exchange rate should match the last day of the forecast week for the location.