For all processes at all levels, Performance Dashboard displays goal accomplishments for the set measures in the form of performance indicators. A measure of a superordinate process is an aggregation of the measures of the subordinate (assigned) processes. In turn, a performance indicator of a process at the lowest level is an aggregation of the performance indicators of the individual measure queries in the process. A calculation rule (e.g., a user-defined measure in PPM) defines how the individual performance indicators are calculated.
Performance Dashboard differentiates between two types of queries: Measure queries and aggregation queries.
Measure queries
These are based on a measure value with calculated goal accomplishments from the source system, e.g., PPM. Multiple measure queries can be assigned to a process.
A measure query can be an aggregation of measure analyses for individual process instances, user-defined measures or process instance-independent measures. The measure queries are defined in PPM and saved as favorites.
Aggregation queries
These are calculated by the source system for a particular process from the subordinate measure queries or assigned processes. Only one aggregation query can be assigned to each process or process group.
Example: Aggregation of performance indicators
Example
PPM can calculate goal accomplishments for every measure based on the actual values and planned values of the measures. Goal accomplishment standardizes measures to a comparable percentage value based on the planned values specified. The goal accomplishment is calculated based on the measure evaluation, planned values 1 and 2 and the Min/Max planned value. A value of 100% represents complete goal accomplishment and 0% represents non-achievement of the Min/Max planned value.
The Min/Max planned value indicates the limit for 0% goal accomplishment and planned value 1 indicates 100% goal accomplishment. The span between planned value 1 and the Min/Max planned value represents the entire goal accomplishment span.
Goal accomplishment for process cycle time (negative evaluation, i. e. longer cycle times are rated as negative)
Actual value = 26.6h
Planned value 1 = 25.0h (100% goal accomplishment)
Planned value 2 = 26.0h
Max. planned value = 30.0h (0% goal accomplishment)
Current goal accomplishment = 68%
Goal accomplishment is independent of the evaluation of a measure, i.e., whether a higher value means a better performance or not. A higher degree of goal accomplishment is always better.
Chart: Goal accomplishment for negative measure evaluation
Chart: Goal accomplishment for positive measure evaluation