Visual Analyzer Set Up (Part 7) All of the Rest of the KPI’s

We have covered how to implement 5 of the 10 available KPI’s in Sage SalesLogix (SLX) Visual Analyzer (VA).  Let us quickly rap up KPI’s by providing an idea of what the 5 Remaining KPI’s represent. The remaining KPI’s we have not discussed are Wins, # Opps, Losses, Accounts, and finally Customers.


To ensure everyone is looking at the same set of KPI’s.  Navigate to the VA KPI’s tab, there you will see the row of KPI dials in the center of the screen, in the upper right hand corner of the box that contains the KPI dials you will see a couple of choice buttons that look like this:



Select the # 2 from the group and a new set of dials will display. 


 


Wins


The Wins gage displays the Number of Opportunities in the system where the Opportunity status is Closed – Won and the close date is within the filtered dates selected.  Set the user goals for this gage in the KPIs.xls under KPIGoals(6) sheet.


# Opps


The # Opps gage displays all Opportunities that have been created no matter what the Stage or Status.  Set the user goals for this gage in the KPIs.xls under KPIGoals(7) sheet.


Losses


The Losses gage displays the Number of Opportunities in the system where the Opportunity status is Closed – Lost and the close date is within the filtered dates selected.  Set the user goals for this gage in the KPIs.xls under KPIGoals(8) sheet.


Accounts


The Account gage displays the number of Accounts in the system and is filtered based on the record Create Date.  Set the user goals for this gage in the KPIs.xls under KPIGoals(9) sheet.


Customers


The Account gage displays the number of Accounts in the system with the Type of “Customer” and is filtered based on the record Create Date.  Set the user goals for this gage in the KPIs.xls under KPIGoals(10) sheet.


In review, to update the KPI spread sheets with the goal data, I followed 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(#) sheet as listed above.


  • Update each sheet with your users and their goals.

This set of gages also provides an excellent example of what the supporting Microsoft Excel Spread Sheet labeled FieldMaps does for the for the VA system. 


Standard VA comes with two predefined field maps.  One for Opportunity Stage and the other for Opportunity Status.  Field Maps provide a place that allows you to detail out how you want a specific value for a field defined when VA runs the load script. 



In this database the Status used is Closed – Won, VA interrupts the Closed – Won value as a Won.  VA also interprets the values of Closed-Won, and Won as “Won”.  The lesson here is that you should take a good look at the Opportunity Status field values in your system and decide how you want to those values counted in VA.  Currently Opportunities can be counted only as Won, Lost, or Open. To add more fields for interputation,  the VA load script has to be modified which cannot be done unless you have QlikView Enterprise.  We will get into this sometime in the future.


Thanks so much for visiting this blog.  Please feel free to leave comments.

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