I am continuing on with the set up of Sage SalesLogix (SLX) Visual Analyzer (VA), currently our focus is with the Microsoft Excel Spread Sheets that support Key Performance Indicators (KPI). Today we will concentrate on the Activity KPI
To detiermine what adds up into the Actual field in the dial I went into the SLX Eval database and entered in the different types of activities for Lee Hogan. I discovered that the Meeting, Phone Call, To – Do, Literature Request, along with the Activity Note Pad all add to the Actual total seen in the dail above. The Event and Personal Activites did count against the Goal.
As you probably already have guessed the Goal of 24 was entered into the KPI Spread Sheets for Lee. Since this is July (the 7 month of the year), VA calculated that Lee’s goal year to date is 14 Activities. Please note, that I met his Goal in 15 minutes of playing around with the system. So how do you set quality meaninful Activity goals for your users? For the my VA clients database we used the following SQL Script to help decide what their users goals should be.
SELECT COUNT(SYSDBA.HISTORY.HISTORYID) AS COUNT, SYSDBA.USERINFO.USERNAME, YEAR(SYSDBA.HISTORY.COMPLETEDDATE) AS [Year]
FROM SYSDBA.HISTORY INNER JOIN SYSDBA.PICKLIST
ON SYSDBA.HISTORY.TYPE = SYSDBA.PICKLIST.ID
INNER JOIN SYSDBA.USERINFO
ON SYSDBA.HISTORY.COMPLETEDUSER = SYSDBA.USERINFO.USERID
(SYSDBA.PICKLIST.TEXT IN (‘MEETING’, ‘PHONE CALL’, ‘To-Do’, ‘Literature Request’))
GROUP BY SYSDBA.USERINFO.USERNAME, YEAR(SYSDBA.HISTORY.COMPLETEDDATE)
ORDER BY YEAR(SYSDBA.HISTORY.COMPLETEDDATE), SYSDBA.USERINFO.USERNAME
If you adjust the WHERE clause YEAR value you can really get a good idea of how your users have previously used the system and come up with some good solid performance based Activity goals for coming years.
To update the KPI spread sheet with your Activity Goals follow these steps:
Log into the SLX Database as Admin.
Navigate to the VA interface by the NAV Bar button.
Along the top center of the view you will see a tool bar box with a number of icons, The second icon from the right has a drop down, select the “Manage Configuration” from the list.
The Manage Configuration view will appear. Select the “Open in Excel” button and select the KPIs.xls file from the windows open view. The KPI spread sheet should open.
Navigate to the KPIGoals(3) sheet.
The first thing I did was delete all of the data in the coulmns to the right of colum A. I entered the names of each of the users for each year I want to track based on the list established in Part 1 of this series of posts.
For each user and year, I added the Goal and then deleted or added the value of “Activities” in column A as necessary.
Save and close the KPIs.xls file.
On the Manage Configurations view, select the “Load From Excel” button
Again the select the KPIs.xls file from the windows open view. The data sheet should now be updated with your data.
Now refresh to see the changes in VA.
One thing to note, until all of the KPI sheets are updated you will still see eval data in the VA.
I hope these posts are helpful and feel free to provide your feed back or ideas for future posts. Next, the Leads KPI.