View KPI Data

If you select a context-sensitive KPI definition when you create the KPI, links appear on the related record type.

For example, you add a KPI instance to your system based on the Major Giving “Opportunities Amount” KPI definition. This definition is based on the “Fundraiser” record type. When you create your KPI, you select Fundraiser “Arthur Andrews,” identifying the specific fundraiser record to which you want the KPI assigned.

Note: For information about how to add KPIs to your system, refer to Add KPI Instances.

In addition, depending on permission settings, the Manage KPIs link appears under More information on all fundraiser records so any fundraiser can create Major Giving KPIs.

1. Open the record associated with the KPI instance.

   For example, if you added a KPI instance to your system based on the Major Giving “Opportunities Amount” KPI definition, this definition is based on the “Fundraiser” record type, so open the record of the fundraiser specified in the KPI instance or any fundraiser record.

   Note: Exactly what appears on a record depends on the permission settings for the KPI. For more information, refer to Assign KPI Permissions.

2. Under More information, select Manage KPIs. The KPI instances page for the selected record appears.

3. Manage the KPI instance as necessary.

   • Add a new KPI instance. The KPI definitions available are limited to only those assigned to the corresponding record type. For more information, refer to Add a new KPI instance on page 1.

   • Edit an existing KPI instance. For more information, refer to Edit an existing KPI instance.

   • Delete an existing KPI instance. For more information, refer to Delete an existing KPI instance.

   • Generate KPI values for a selected instance. For more information, refer to Generate values for a selected KPI instance

   • Assign task permissions. For more information, refer to Assign KPI Permissions.

With the RSS feed included on the KPI instances page, users can easily access up-to-date information they need without opening the program. Simply send your users the RSS feed link, which they can copy into their Internet browser and add to the Feeds list. For more information, refer to Manage RSS Feed.

Windows Vista and Windows 7 users can access a “Gadgets” CAB file which includes a number of KPI viewer gadgets. You can add these gadgets, which display selected KPI information, to your desktop.

Windows XP users who cannot use the Windows Vista gadgets can use Yahoo! widget compatibility to add a free-floating KPI widget to their desktops. The widget displays information about the selected KPI instances and is updated regularly. For more information, refer to Create Yahoo! Widgets for a KPI Instance.