Within the scope of the reports Create BSC management view and Perform BSC planned-actual comparison, the degree of goal accomplishment in the actual time period is calculated for each KPI of the assigned KPI allocation diagram and equals the percentage that the actual value represents of the plan value.
The degree of goal accomplishment of an objective or a success factor is calculated based on the degree of goal accomplishment of the allocated KPIs and the KPI weighting. The degree of goal accomplishment of a KPI is calculated based on the attributes Plan value, Actual value, Minimum value, and Maximum value, and the KPI evaluation.
The values calculated are specified in the Achievement of objectives attribute of the analyzed strategic objectives, success factors, and KPIs.
Combined KPIs
These are KPIs that you define in KPI trees. The Actual value, Plan value, and Tolerance range attribute value of the KPI in the KPI allocation diagram are always overwritten during the calculation of the objectives and success factors. The basis for calculation is the attribute values of the KPIs in the assigned KPI tree.
The weighting is calculated according to the Weighting attribute of the is influenced by connection. In the case of KPIs with direct connections and assignment relationships, only assignment relationships are taken into account. This exception arises when you assign KPI trees to existing KPIs.
If the KPI evaluation attribute of the KPI instance object type is set to proportional, the degree of goal accomplishment of the plan, actual, and target value is calculated as follows:
where:
ActValue = Actual value of the KPI instance
PlanMin = Minimum value of the KPI instance
PlanValue = Plan value of KPI instance
PlanMin = Minimum value of the KPI instance
If the KPI evaluation attribute of the KPI instance object type is set to inversely proportional, the degree of goal accomplishment of the plan, actual, and target value is calculated as follows:
where:
PlanMax = Maximum value of the KPI instance
ActValue = Actual value of the KPI instance
PlanValue = Plan value of KPI instance
The example illustrates how the degree of goal accomplishment of the plan, actual, and target value is calculated if the KPI evaluation attribute of the KPI instance object type is set to inversely proportional.
The range between plan value and maximum value is called the 100% range. An average throughput time of 25h is preset as the plan value for task processing. The tolerance range is 1h. It is assumed that the set objectives are not attained with an average throughput time of 30h. In the example given, the 5h between plan value and maximum value thus represent exactly 100%. 1h represents 20% of the achievement of objectives. 30h (maximum value) minus 26.6h (actual value) equals 3.4h deviation from the maximum value. 3.4 times 20% thus represent 68% achievement of objectives. The KPI is thus in the red zone, and the evaluated objects are colored accordingly or the symbols are displayed.
The degrees of goal accomplishment for KPIs and strategic objectives are displayed in bar charts and color-coded.
Red |
Indicates the range in which the degree of goal accomplishment is poor. This range extends from minimum value (0%) to alarm limit. |
Yellow |
Indicates the range in which the degree of goal accomplishment is average. This range extends from alarm limit to plan value. |
Green |
Indicates the range in which the degree of goal accomplishment is good. The lower limit of this range is the plan value, which represents 100 percentage points. |
Arrow |
The black arrow on the bar indicates the position of the actual value. |
Blue line |
The blue line indicates the position of the target value. |
The graphical representation of the degree of goal accomplishment of KPIs is distinguished from the graphical representation of the degree of goal accomplishment of a strategic objective by the narrower bar. Furthermore, for each KPI, the weighting is provided with which the degree of goal accomplishment was calculated.