Performance Measurement Setup (Workflow ID-112)
Workflow: Performance Measurement Setup
Description: Setup your Performance Measurement
Help: This workflow guides you through setting up your performance measurement based on Key Performance Indicators, Balanced Scorecard, etc.
Most important: Do your analysis first! - What are your goals and how do you measure it?
When you are setting up the system, you do it in reverse: First you define how you measure it and last you define the goals for the measurements. You have three ways measuring performance: - via quantifiable measures (e.g. sales of million in Q1) - via manual measures - via achievements (tasks)
The system converts the measures into percentages (based on the target and achieved measure - or number of total and reached achievements)
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| Name | Description | Help | Type | Zoom |
|---|---|---|---|---|
| Performance Color Schema | Maintain Performance Color Schema | Visual representation of performance by color. The Schema has often three levels (e.g. red-yellow-green). iDempiere supports two levels (e.g. red-green) or four levels (e.g. gray-bronce-silver-gold). Note that Measures without a goal are represented white. The percentages could be between 0 and unlimited (i.e. above 100%). | User Window | Performance Color Schema |
| Performance Measure Calculation | Define how you calculate your performance measures | The Performance Measure Calculation defines how performance measures will be calculated.
The sql needs to return a single value. Please check examples. |
User Window | Performance Measure Calculation |
| Performance Measure | Define your Performance Measures | The Performance Measure Window allows you to define the rules and restrictions for performance measurement. You can, for example, restrict performance measurement to sales for a certain product category for a defined time frame. | User Window | Performance Measure |
| Performance Goal | Define Performance Goals | The Performance Goal Window allows you to define performance goals or all, a role or a user | User Window | Performance Goal |
