1o lmporL your kls vla an excel or csv flle, arrange Lhem lnLo Lhe exacL followlng columns order

(Columns wlLh * are mandaLory, oLhers are opLlonal):

!"#$%&"'%( *+, -.#$ /.0$1'23 !$&42"50"'% 60.20 7"#$ 82$9:$%43 !"2$40"'% ;112$1.0"'% <%"0 7.21$0 =.>:$(???
8"$>@ -.#$ !$&42"50"'% 8'2#.0
ulmenslon lf you have daLa for dlfferenL dlmenslons (l.e: 8eglon>CounLry>ClLy,
Company > SlLe, roducL > Sub-Product etc) you can enter them before
the KPI Name column.
noLe: ?ou can enLer up Lo 3 ulmenslons (3 columns flrsL columns of Lhe
spreadsheeL).
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kl name
*
WhaL ls your kl name?
use a hyphen (-) Lo breakdown Lo subdlvlde an lndlcaLor ln more deLalled
granularlLy. lL ls parLlcularly useful when you need/have more deLall on Lhe
kl. 1hls wlll allow you Lo perform !"#$$%!&'( *(+$,-#- and Lo geL beLLer and
deeper recommendaLlons on your lacklng performances.
lor Lxample, a subdlvlslon of Lhe kl Average Talk Time lnLo breakdowns
could be :
Average Talk Time by : Agent, Status, Group etc
noLe: ?ou can use consecuLlve hyphen for mulLlple breakdowns (l.e.: nb of
sales - roducL A -AgenL x)
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uomaln ?ou can organlze your kls lnLo convenlenL caLegorles. Slmply Lype Lhe
category name of your KPI and you will be able to filter by in the
appllcaLlon.
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uescrlpLlon uo you have a descrlpLlon for Lhls kl? lL wlll appear ln bulleL lnfo nexL Lo
Lhe kl name
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SLarL 1lme
*
WhaL ls Lhe Llme perlod for Lhe flrsL value of Lhe kl?
@@A##A33 (l.e: 31/01/14)
lrequency
*
WhaL ls Lhe frequency of Lhe measure of Lhls kl? Pow Lhe values are
expressed?
Cne of : Daily,
Weekly, Monthly,
Quarterly, Yearly
ulrecLlon
*
lf Lhe scores go up ls LhaL a good or bad Lhlng? Lxample: a CusLomer
ComplalnLs kl should have a 'mlnlmlze' dlrecLlon as Lhe fewer Lhe
complalnLs Lhe beLLer lL ls. Powever a Sales 8evenue kl should have a
'maxlmlze' dlrecLlon as more sales ls a good Lhlng. MeLrlcs lndlcaLors llke #
of employees should have 'none' dlrecLlon.
Cne of: Maximize,
Minimize, None.
AggregaLlon
*

Pow should your kl be aggregaLed? 1he aggregaLe funcLlon ls used Lo
deLermlne over a selecLed perlod of Llme, lf Lhe kl values are LoLaled or
averaged.
Cne of: Sum,
Average.
unlL
*
WhaL ls Lhe kl formaL? MosL kls have a formaL or symbol such as
currency, percenLage or Llme. 8especL Lhe formaL:
Cne of: 1234,
1234.56, 12%,
12.34%, $1,234.56,
1,234.56, 01:12:02
1argeL uo you have a LargeL for Lhls lndlcaLor? CLherwlse leave lL blank and lf
Lhere ls a dlrecLlon Lo Lhe kl, Lhe sysLem wlll calculaLe auLomaLlcally a
LargeL based on your pasL 6 monLh real performances.

value1 lnpuL Lhe flrsL value
value2 Input the second value etc.