System Roles Involved in the KPI Process

The KPI process involves three primary roles:

• KPI author: Authoring KPI definitions is available as a customization. If you need definitions beyond those included in the program, contact your in-house developer or your implementation consultant.

• KPI administrator: The administrator creates the KPIs based on data consumer’s requests.

  For example, the major giving manager wants his fundraisers to monitor their performances based on the dollar amount of each fundraiser’s “Qualified” gift opportunities. The manager makes this request to the KPI administrator, who, using the “Opportunities Amount” KPI spec, creates a KPI instance for each fundraiser.

• KPI data consumer: The consumer is the individual interested in viewing the data generated by the KPI.

  Continuing with the KPI administrator example above, the major giving manager and his fundraisers are the KPI data consumers. Because the data consumer’s understanding of the program may be limited, the KPI feature provides many options for granting the consumer access to the data they need.

• Continuing with the KPI administrator example above, because “Opportunities Amount” is a context-sensitive definition, KPI links are added to each fundraiser’s record, allowing him easy access to the KPI data.

  For information about context-sensitive definitions, refer to Context-Sensitive KPIs.

• The KPI administrator can provide the consumer an RSS feed link, which the consumer can copy to their web browser, allowing them to access up-to-date KPI data without opening the program.