Professional Documents
Culture Documents
X KPI 2.05 Free Example
X KPI 2.05 Free Example
Soft...
> Project Notes > Categories > Target > Trend performance indicators
> Handbook
Company
Handbook
1. System Requirement
Tools --> Macro --> Security --> Security Level --> Low
X KPI born with the objective of enabling a structured management performance indicators through a streamlined collection and organization of information and a
performance verification both with respect to periods prior to that target set.
Map of indicators is build basing on the following plan:
Perspectives
Categories
Business Process
KPIs
Area Managers
Business Process represent a level of classification in according to internal business process ( that lie in a plane parallel to the
perspectives and categories) (optional)
Area Managers represent managers entrusted with the monitoring of the indicators and compliance targets (optional)
The field "first year" in the model menu defines the year from which the measures are managed and the values entered.
The model provides for the management of five years of activity fractionated in a monthly periodicity.
Indicators with different frequency by month (eg quarterly) can be handled in two ways:
1. Recognition of competence within the month (leaving empty fields of two months not purchased)
2. Repeating the value found in the quarter for two months (in order to always have a value indicator)
4. Project Notes
This worksheet enables the writing of notes that can be detected during the construction project.
It constitutes a "notepad" on which to note the progress of the project and the steps to be taken.
5. Cleaning Fields
The action "clean fields" allow the template to clean the tables below reports to highlight in "drop-down lists" only the update and active values.
The procedure can be launched at user's discretion.
6. Perspectives
The creation and modification of pespectives is through typing in the "white" fields.
The modification of a previously entered description requires a new combination of related fields.
7. Categories
The creation and modification of categories is through typing the description in the column "description category" and associating
the category to the perspective through the drop-down menu in the column headed "description perspective".
The modification of a previously entered description requires a new combination of related fields.
8. Area Managers
The creation and modification of pespectives is through typing in the "white" fields.
The modification of a previously entered description requires a new combination of related fields.
9. Business Process
The creation and modification of pespectives is through typing in the "white" fields.
The modification of a previously entered description requires a new combination of related fields.
10. KPIs
The creation of the indicators is done through compiling and selecting different options and informations.
a. Kpi Description
Write the name of the indicator in the "white" field.
b. Category Description
Choose the category to which belongs the indicator through the drop-down menu in the "Category Description"
The choice of the indicator category includes the directly association to the perspective
c. Business Process Description (optional)
Choose the process to which belongs the indicator through the drop-down menu in the "Business Process Description"
d. Number Format
Click through the drop-down menu, one of the possible formats
e. Band Type
Click through the drop-down menu, the indicator band type
The band type expresses the better indicator trend: for some KPIs an increasing is a good thing (for example Sales or Revenue have a positive band type, "+"),
for other KPIs, such as Costs or Complaints, an increasing is a bad thing (these indicators have a negative band type, "-").
f. Frequency
Click through the drop-down menu, the indicator frequency
The choice has no impact on the model because the values are manually inserted into the chosen period
g. Time Frame
Click through the drop-down menu, the indicator time frame
Year to Date (if the data entered is a sequence, eg sales from 01.01 to 30.04)
At present (if the data entered is an present number, eg due to banks)
h. GrAtPresent
Choose whether, in the presence of a progress indicator, you want to see the values even monthly.
Example: sales are entered as a progressive beginning of the year and the model calculates the monthly values punctual
i. Area Manager (optional)
Click through the drop-down menu, the responsable of the performance indicator
through this icon you can open the detailed description and the setting of the indicator (only if you are placed on the indicator code)
In addition to information provided by the worksheet of creation indicators can further detail the characteristics of the indicator across the fields:
a. Indicators description
Detailed Description and Objective of the indicator
b. Calculation Formula
Calculation procedure that is followed for determining the value of the indicator
c. Data Source
Identify the source of the indicator value, where the data comes from (can be a file, ERP, statistics…)
d. Target Description
Calculation procedure that is followed for determining the goals of the indicator
e. Other information
Any other information related indicator
In the matrix indicators - periods are added the indicator values observed at that time.
Indicators with different frequency by month (eg quarterly) can be handled in two ways:
1. Recognition of competence within the month (leaving empty fields of two months not purchased)
2. Repeating the value found in the quarter for two months (in order to always have a value indicator)
In the matrix indicators - periods are inserted target/goals values identified by the indicator at the time
Indicators with different frequency by month (eg quarterly) can be handled in two ways:
1. Recognition of competence within the month (leaving empty fields of two months not purchased)
2. Repeating the value found in the quarter for two months (in order to always have a value indicator)
For each year of management you can set a business plan through:
a. Strategic Plan
Description of the overall corporate strategic plan
b. Objectives
Description of specific objectives related to strategic management
c. Indicators
Association of specific indicators of achievement to each objective
d. Initiatives
Description of specific initiatives to be implemented to achieve each targets
The choice of the period of analysis will determine the achivement of objectives established in the strategic plan
15. Dashboard
The dashboard is a business tool that allows you to configure and build periodic reports of the indicators
The dashboard is updated automatically when opening
The construction and analysis of the details is through the set of buttons at the top right
Dashboard Print
Other icons:
Print Chart
Transition to the chart at present (if the indicator has time frame "year to date")
This worksheet combines the detailed information of the indicator with the values found in selected periods
The worksheet functions are the same as for graphic indicator
PERSPECTIVES
BUSINESS PROCESS
AREA MANAGERS
08/13/2019
Company
CATEGORIES
CodKpi KPI Description CodCat Category Description CodPersp Perspective Description CodProc Business Process Description Number Format Band Type Frequency Time Frame GrAtPresent Area Manager
01 Net financial position D005 Financial risk P005 RISK PR01 Financial Amount + Month At present NO Corporate Administrators
02 Gross Margin % D002 Profitability P001 FINANCIAL PR01 Financial Percentage + Month At present NO Corporate Administrators
03 Sales D006 Sales P002 MARKET PR02 Customer Amount + Month At present YES Sales Manager
04 Total Asset Turnover D002 Profitability P001 FINANCIAL PR01 Financial Numero + Month At present NO Corporate Administrators
05 ROS D002 Profitability P001 FINANCIAL PR01 Financial Percentage + Month At present NO Corporate Administrators
06 EBITDA D002 Profitability P001 FINANCIAL PR01 Financial Amount + Month At present NO Corporate Administrators
07 Accounts Receivable Turnover in Days D003 Operating Cycle P001 FINANCIAL PR02 Customer Decimal - Month At present NO Sales Manager
08 Payables Turnover in Days D003 Operating Cycle P001 FINANCIAL PR04 Supply Vendor Decimal + Month At present NO Purchasing Manager
09
10
CodKpi KPI Description Number Format Frequency Time Frame Band Type 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
01 Net financial position Amount Month At present + -2,243.61 -1,931.15 -2,659.67 -2,366.20 -2,451.27 -2,766.54 -2,901.32 -2,839.91 -2,989.67
02 Gross Margin % Percentage Month At present + 37.46 36.49 35.86 35.63 35.99 36.13 35.75 35.77 35.71
03 Sales Amount Month At present + 10,000.00 20,000.00 35,000.00 42,000.00 84,000.00 96,000.00 103,000.00 134,000.00 160,000.00
04 Total Asset Turnover Numero Month At present + 2.98 3.30 3.12 3.46 3.59 3.51 3.61 3.33 3.30
05 ROS Percentage Month At present + -2.81 3.72 3.25 5.23 6.64 7.66 7.70 6.14 6.53
06 EBITDA Amount Month At present + 21.79 191.19 269.98 500.19 768.36 1,038.90 1,259.26 1,134.21 1,340.69
07 Accounts Receivable Turnover in Days Decimal Month At present - 133.79 123.29 129.03 120.89 121.12 119.51 116.50 118.99 117.23
08 Payables Turnover in Days Decimal Month At present + 97.89 87.07 85.00 86.88 91.17 88.28 88.30 85.76 82.86
09
10
INPUT TARGET
2011.07 2011.08 2011.09 2011.10 2011.11 2011.12 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06
Perspective Category KPI Band Period 1 Period 2 Period 3 Period 4 Period 5 Period 6 Period 7 Period 8 Period 9 Period 10 Period 11 Period 12
FINANCIAL Profitability 05-ROS + -2.81 3.72 3.25 5.23 6.64 7.66
06-EBITDA + 21.79 191.19 269.98 500.19 768.36 1,038.90
02-Gross Margin % + 37.46 36.49 35.86 35.63 35.99 36.13
04-Total Asset Turnover + 2.98 3.30 3.12 3.46 3.59 3.51
Operating Cycle 07-Accounts Receivable Turnover in Days - 133.79 123.29 129.03 120.89 121.12 119.51
08-Payables Turnover in Days + 97.89 87.07 85.00 86.88 91.17 88.28
RISK Financial risk 01-Net financial position + -2,243.61 -1,931.15 -2,659.67 -2,366.20 -2,451.27 -2,766.54
MARKET Sales 03-Sales + 10,000.00 20,000.00 35,000.00 42,000.00 84,000.00 96,000.00
Period 2011.06 2011.07 2011.08 2011.09 2011.10 2011.11 2011.12 2012.01 2012.02 2012.03 2012.04 2012.05
38.00
VS TARGET
37.50
p 37.00
36.50
36.00
VS PREVIOUS ACTUAL
35.50
35.00
34.50
2011.06 2011.07 2011.08 2011.09 2011.10 2011.11 2011.12 2012.01 2012.02 2012.03 2012.04 2012.05
Period 2011.07 2011.08 2011.09 2011.10 2011.11 2011.12 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06
38.00
VS TARGET
37.50
p 37.00
36.50
36.00
VS PREVIOUS ACTUAL
35.50
35.00
34.50
2011.07 2011.08 2011.09 2011.10 2011.11 2011.12 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06
08/13/2019
Azienda XYZ
Period 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
Actual 37.46 36.49 35.86 35.63 35.99 36.13 35.75 35.77 35.71 0.00 0.00 0.00
Target 34.81 37.35 33.45 31.25 33.43 33.31 33.46 34.22 34.57 0.00 0.00 0.00
Change 2.65 -0.86 2.41 4.39 2.56 2.82 2.29 1.55 1.14
% Change 7.08% -2.35% 6.72% 12.31% 7.11% 7.80% 6.41% 4.33% 3.20%
Indicator Band p q p p p p p p p
Period 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
Actual
Target
Change
% Change
Indicator Band
Period 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
Actual 10,000.00 20,000.00 35,000.00 42,000.00 84,000.00 96,000.00 103,000.00 134,000.00 160,000.00 0.00 0.00 0.00
Target 12,000.00 24,000.00 32,000.00 38,000.00 90,000.00 102,000.00 100,000.00 120,000.00 140,000.00 0.00 0.00 0.00
Change -2,000.00 -4,000.00 3,000.00 4,000.00 -6,000.00 -6,000.00 3,000.00 14,000.00 20,000.00
% Change -20.00% -20.00% 8.57% 9.52% -7.14% -6.25% 2.91% 10.45% 12.50%
Indicator Band q q p p q q p p p
180,000.00
VS TARGET
160,000.00
140,000.00
120,000.00
100,000.00
80,000.00
VS PREVIOUS ACTUAL
60,000.00
40,000.00
20,000.00
0.00
2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
Period 2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
Actual 10,000.00 10,000.00 15,000.00 7,000.00 42,000.00 12,000.00 7,000.00 31,000.00 26,000.00 -160,000.00 0.00 0.00
Target 12,000.00 12,000.00 8,000.00 6,000.00 52,000.00 12,000.00 -2,000.00 20,000.00 20,000.00 -140,000.00 0.00 0.00
Change -2,000.00 -2,000.00 7,000.00 1,000.00 -10,000.00 0.00 9,000.00 11,000.00 6,000.00 -20,000.00
% Change -20.00% -20.00% 46.67% 14.29% -23.81% 0.00% 128.57% 35.48% 23.08% 12.50%
Indicator Band q q p p q p p p p q
50,000.00
0.00
2012.01 2012.02 2012.03 2012.04 2012.05 2012.06 2012.07 2012.08 2012.09 2012.10 2012.11 2012.12
VS PREVIOUS ACTUAL -50,000.00
-100,000.00
-150,000.00
-200,000.00
08/13/2019
KPI SETTING
Data Source
Target Description
Other Information
Company
KPI SETTING
Kpi Description Indicates the relationship between net sales revenue and the cost of goods sold. This ratio should be compared with industry data as it may indicate insufficient volume and excessive
purchasing or labor costs.
Data Source
Other Information
KPI SETTING
Data Source
Other Information
08/13/2019
Company
KPI SETTING
Kpi Description Measures the activity of the assets and the ability of the business to generate sales through the use of the assets.
Data Source
Other Information
Kpi Description A measure of a company's profitability, equal to a fiscal year's pre-tax income divided by total sales
Data Source
Target Description
Other Information
KPI SETTING
Kpi Description A measure of a company's operating cash flow based on data from the company's income statement
Calculation Formula Earnings before the deduction of interest expenses, taxes, depreciation, and amortization.
Data Source
Target Description
Other Information
KPI SETTING
Other Information
KPI SETTING
Other Information
KPI SETTING
Kpi Description
Calculation Formula
Data Source
Target Description
Other Information
KPI SETTING
Data Source
Target Description
Other Information