How To Use Advanced KPIs

The fields on the My Companies page that contain links are so-called "KPIs" (Key Performance Indicators). The benefits of the KPIs are many, and they can provide answers to what and when something needs to be done and provide an overview of what has been done. They can also provide support and feedback when a task is performed.

Advanced KPIs let you create your own fields on the My Companies page and data cues on the Eagle Service Agency Role Center that contains the measurements and links you define. With advanced KPIs, you can create fields and data cues that shows exactly what you want and links to the page of your choice with the filters you have specified.

Advanced KPIs consist of KPI Functions and Link Functions. A KPI Function defines how the value (in the field on the My Companies page) is filtered while a Link Function specifies a link for that KPI with (optionally) filtered data.

Note

The KPI function indicates which Table the KPI should be retrieved from, while the link function specifies which Page to open when a user selects the link (in the KPI). It is possible to add filters and advanced date filters for both KPI functions and link functions.

Two Types of Advanced KPIs

The Advanced KPIs are of two types, Client Companies and This Company and can be used in different ways. Find the Key Performance Indicators table in the User Guide to learn its capabilities and different behaviors.

Note

There are a total of 40 Advanced KPIs, 20 of each type. Choose the filter actions on the Advanced KPIs page to toggle which type is visible.

Tip

Find information regarding displaying advanced KPIs on the role center in How To Use Eagle Role Center.

Create Advanced KPIs with a Guide

  1. Choose the search icon, enter Advanced KPIs and then choose the related link.
  2. Select the This Company or Client Companies action to set a filter on the appropriate type for the current purpose.
  3. Choose one of the available records and select the Edit action.
  4. Select the Advanced KPI Guide action to launch the guide (wizard).
  5. Select a template from the list and complete the steps in the guide and then select Finish.
  6. Turn on the Enabled toggle to activate the KPI.
Note

Expand the Visibility FastTab on Advanced KPIs of the Client Companies type to change the additional default settings for this type of KPI. Hover over the fields to read a short description.

Tip

Use the templates in the guide as inspiration, and feel free to change the naming and filters in the guide or afterwards.

Note

A system filter on the Assigned To field will be automatically applied on the Advanced KPI of the This Company type if a KPI Function is set up for the following tables: My Company, Queue Entry, Queue Batch, User Task and My Environment.

Create Advanced KPIs Manually

To create user-defined KPIs, you must create both KPI functions and Link functions that are the main elements of advanced KPIs. You can either start by creating KPI functions and Link Functions or you can do it while configuring the Advanced KPI.

  1. Choose the search icon, enter Advanced KPIs and then choose the related link.
  2. Select the This Company or Client Companies action to set a filter on the appropriate type for the current purpose.
  3. Choose one of the available records and select the Edit action.
  4. Fill in the fields as necessary. Hover over a field to read a short description.
    1. Enter the field name of the KPI in the Name field.
    2. The Description field will be filled in automatically from the KPI Function Description field if left blank.
    3. Select a KPI Function in the KPI Function Description field.
    4. In the Calculate field:
      1. Select whether the value of the advanced KPI should show the number of rows (within the filter in the table) or the sum of a specific field specified in the Sum Field No. field.
    5. In the Sum Field No. field:
      1. If Sum has been selected in the Calculate field then specify the field to be summed.
    6. Select a Link Function in the Link Function Description field.
  5. Turn on the Enabled toggle to activate the KPI.
  6. Select to Personalize the My Companies page to add the new field.
Note

Expand the Visibility FastTab on Advanced KPIs of the Client Companies type to change the additional default settings for this type of KPI. Hover over the fields to read a short description.

Create KPI Functions

  1. Choose the search icon, enter Advanced KPIs and then choose the related link.
  2. Select the KPI Functions action.
  3. Select New to configure a new KPI function and fill in the fields as necessary. Hover over a field to read a short description.
    1. Select the number of the table to use in the No. field.
    2. Enter a suitable description which corresponds to the configuration made.
  4. Optionally Apply Filters.
  1. Choose the search icon, enter Advanced KPIs and then choose the related link.
  2. Select the Link Functions action.
  3. Select New to configure a new Link function and fill in the fields as necessary. Hover over a field to read a short description.
    1. Select the number of the page to use in the No. field.
    2. Enter a suitable description which corresponds to the configuration made.
  4. Optionally Apply Filters.

Apply Filters on Functions

Filters and Advanced Date Filters are set up on the Functions Setup page.

  1. Apply filters:
    1. Select the Filters action.
    2. Select the assist edit button in the Field No. field to view all available fields in the selected table.
    3. Select the fields as necessary and apply filters.
  2. Apply date filters:
    1. Select the Advanced Date Filters action.
    2. Select a Code in the Date Code field for any of the available date fields in the selected table.
    3. Change any of the fields if necessary. Hover over a field to read a short description.
Tip

To find out which number a page has and which source table a page uses, it is possible to use the page inspection feature.

Note

There may be some restrictions on setting filters. For example, it is not possible to filter out option values ​​with <>. Once you have set up a filter, select the Check Filters action to open the page and check that the filters are applied as intended. The page will be opened in the current company.

See Also

Workflow: Set up Advanced KPIs
How To Use Filters
How To Perform Operational Tasks
How To Use Advanced Date Filter
How To Overview