What you need to know
A KPI tells you how one part of the work goes, as a number with what it counts over and the period before. Read the number, then open the KPI's page to see the cases behind it. The cases are where you act: each one opens its record or its task, when it has one.
Before you start
- You must be able to open a view of Department health: a company administrator, the executive observer, an executive (the CEO or an Executive on the Staff List, who sees every KPI) or a department manager. See Who can do what here.
- A KPI's page lists only the cases in work you may open. The others are counted under the list.
What to do
- In the left menu, under Performance, select Department health, or select Open Department health on the Department Health widget of your Dashboard. Pick the view with View if you may open more than one.
- Read the KPI. The large number is its value for the period beside it. The line under it says what it counts over, for example "14 of 24", and the value of the period before, with better or worse. The question mark beside the name gives the period's dates and which way is better, and first, for a KPI whose name could be read another way, what the number means: settled is not paid, billed is not received, a window is an obligation, not a property. For a few KPIs neither higher nor lower is better, for example How much we wait: they show the period before with no better or worse. A KPI read as things stand now, for example Closings on track, is compared with its value four weeks ago, which WarpCore keeps every night.
- If the value reads Fewer than five, there are too few cases to show a number yet. If it reads Not measured yet, the line under it says what it waits for. Neither is a zero.
- Select the KPI's name to open its page. By outcome splits the cases of this period. An outcome marked "(left out)" keeps its count but is not part of the share. Select an outcome to list only its cases, for example No owner; All outcomes lists them all again.
- Under Cases, open a record with the arrow beside its name, or a task with its name. When the KPI has a comparison, the two buttons above the list switch between this period's cases and the period before. A KPI compared with its value four weeks ago has no such buttons: only the number of that night is kept, not its cases.
Confirm it worked
- The KPI's page shows its name as the title, its value, and Cases.
- The link above the title names the view you came from, and takes you back to it.
If it did not work
- The KPI's name is not a link: the KPI is not measured yet, so it has no cases.
- A message says “This may have been removed, or access to it may not have been shared with you.” That KPI is not on this view for you. Overdue invoices and Fees billed by client, kind, sector and place, for example, show only to company administrators and to Accounting's manager.
- There is no Performance group in the left menu: you may not open any view. Ask a company administrator.
Good to know
Every part of the screen: Department health.