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How to create a consolidated KPI

Posted 13th January 2014. Last Updated 18th February 2015


This article will explain what consolidated KPIs are and how to create one.


Introduction to Consolidated KPIs

Consolidated KPIs are the combined total of one or more KPIs.

The 'Parent' KPI pulls through the data from the KPIs selected and automatically combines the total.

For instance, the KPI below is a consolidated Revenue KPI.



Through clicking the consolidation tab, as shown above, you will see it is the combined total of  

   -   SME Revenue 

   -   Corporate Revenue

   -   Strategic Revenue




Selecting Consolidation Type

To access the consolidation page, click 'KPI Settings' then select the 'Consolidation' tab.



There are different ways KPIs can be consolidated. 

To view them, open the 'Formulae' drop-down as shown below and select the appropriate.



Consolidation Types

Common consolidated options include:


Sum-up Actual and ranges:     Consolidates the Actual, Process Range and Client Range

Sum-up Actual and Budget:   Consolidates the 'Actual' and 'Client Range' only.

Sum-up Actual:     Consolidates the 'Actual' only.



Other options include:

Count yellow KPIs:     Counts the number of yellow KPIs

Count yellow and red KPIs:     Counts the amount of yellow and red KPIs.

Count yellow, red and blue KPIs:     Counts the quantity of all the colours.

Count red KPIs:     Counts the number of Red KPIs

Higher value:     Shows the highest value amongst the KPIs selected.

Actual average:     Calculates the Actual average from the selected KPIs.

Ranges and actual average:     Calculates the average of Actual data and all of the Ranges. 

Worst colour:     Counts the KPIs with the worst colour from the dashboard.



Add the Feeder KPIs

To add the feeder KPIs to the formula, you'll need to find the KPI owner using the 'User' search bar.


To narrow down the options, the following filters can be applied

   -   Team Members   (Anyone reporting to the currently selected KPI Manager)

   -   Same level            (Anyone on the same level of hierarchy as the selected KPI Manager)

   -   All                            (Everyone within the same company)



Once you have found the appropriate KPI Manager (which could be the same person) it will bring up a list of all their KPIs.

Simply 'tick' the KPIs and click 'Add' as shown below. 

You can add as many KPIs from as many different users as you wish.



Once you have finished, click 'Save'.

Then you will then to re-enter the Consolidated KPI and click 'Calculate'

You will notice a grey box will appear on the KPI as shown below.






A Consolidated KPI will be shown as locked on the Data-Entry Screen as shown below.

(This is an example of a 'Sum-Up Actual and Ranges' consolidated KPI) 

To change this data, the feeder KPIs will need to be edited.


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