This article will introduce you to ICG's 'KPI Chart' which is a simple and effective feature that allows you to instantly provide a graphical representation of your data.More >
This article provides a step-by-step guide for logging into ICG.More >
This article will show you how to create a KPI.More >
This article will show you how to insert data for a KPI.More >
This article will show you how to set tolerance ranges for your KPIs.More >
Creating a KPI
This article will show you how to create a KPI.
Accessing KPI Settings
To create or edit a KPI, click the 'KPI Settings' icon.
This will bring you to the 'Basic Settings' tab within 'KPI Settings' as shown below.
Creating a KPI - Step-by Step
To create a new KPI, simply click 'New'.
The KPI Number, Name, and Measurement Unit
Code > The KPI's unique number. It will be created once you save the KPI.
Indicator > The KPI name. Ensure it is clear what is being measured.
Measurement > How the KPI is being measured. (£000's, %, Quantity)
The Stakeholders that hold a special interest in this KPI.
Shareholder: The shareholders of the organisation.
Environment: Any entity or agency affected by the process.
Client: If your target client (including internal) gains benefits from the results.
Team: If the KPI is aimed at members of your team.
Define whether it is good for the KPI to be:
(+) Higher the Better (e.g Revenue, renewal rate, productivity)
(-) Lower the Better (e.g.. Customer complaints, system downtime, attrition)
(=) Neither (e.g.. Advertising & Marketing)
This number defines the consecutive number of months being outside the process range will turn the bubble 'chronic red'.
The Priority number will dictate which order the KPI will appear on the dashboard.
The KPI below has been selected as '3' and therefore appears as the 3rd KPI on the Dashboard.
Decimal places & Coefficient
Decimal Places: The number of decimal places the KPI data will round to.
Coefficient: Will multiply with the data you insert. Leave as 1 if this does not apply.
Supported & Secondary
Tick the 'Supported' box if the KPI is supported by another KPI managed by another team member.
Tick the 'Secondary' box if you wish to track its progress but its not considered an important KPI. The KPI will move to the 'Secondary' tab.
If you are creating a 'Process KPI' click save and return to the dashboard.
If you are creating a 'Yearly KPI' you will need to 'Set Tolerances'