Key Performance Indicators for Business Portal

Business Portal 4.0 includes the ability to create your own KPI's and display them on your BP site. There are three types of KPI's you can create:


1.) List - A List KPI display multiple KPI's together. The example below is a Lists KPI that displays four individual KPI's. The displayed row, "Ian's Sales" is a single KPI.


Alert ranges can be set up to indicate "Normal", "Warning", and "Critical" values. The colored text indicates the different alert levels.




2.) Alert - An Alert KPI displays alerts using icons.

3.) Bar Chart - A Bar Chart KPI graphically displays a single KPI:

A good way to get started is to copy one of the sample KPI's that comes with Business Portal and edit it to work with your company.

Navigate to the KPI Management page to view, edit, copy, and create KPI's: Business Portal Home Page >> Site Actions >> Site Settings >> KPI Management

Select "Organize KPI's" to create a new folder for your own KPI's, and then select one of the sample KPI's and copy it to the new folder.

Edit the KPI by selecting it and going to the "Query Details" tab or the "Equation" tab. KPI's use queries or other KPI's to serve up the data. You will want to check the queries or source KPI's to make sure that they reference your comapny and that the selection criteria are relevant to your company (some of the sample KPI's select data based on account numbers).

To display the KPI in Business Portal, you will need to add a KPI web part to a page in you business portal. There are separate web parts for each of the three types of KPI's mentiuoned above.

You will want to download from CustomerSource, the Key Performance Indicators user manual, and possibly the Common KPIs Guide to get more details.

I recorded this video to show you these concepts in action.