How to Create an Indicator
- Carl Richter
- Tero Kuitunen (Unlicensed)
- Tobias Kienlein
On this page you, will find instructions on how to create indicators and link them to results.
To add an Indicator,
navigate to the Indicator List tab,
click on the Add Indicator Button which opens up the Indicator Editor
Insert basic information, the Target Data and Milestones.
Name | Description | Example |
|---|---|---|
Code (mandatory) | Reference code of the indicator | JOB |
Name (mandatory) | Name of the indicator | Number of Jobs created |
Description | Description of the indicator | This indicator gives the number of decent jobs created by the module. |
Result | Dropdown of all available result where the indicator can be connected to | Output 1 |
Responsible | Responsible user for the indicator | Joe Johnson |
Unit |
|
|
Update Frequency | You can define how often the indicator should be updated. | Monthly |
Frequency Date | Starting date of the update frequency | 07 June 2021 |
The Target Data refers to the kind of data how the indicator will be assessed.
Name | Description | Example |
|---|---|---|
Name | Name of the target | First Target |
Type | Drop of the types of data that the indicator is represented |
|
→ Number | Number | Manual |
→ Percentage | Percentage | |
Type | Dropdown of the types of evaluation of the indicator |
|
→ Manual | Value of the indicator is inserted manually | Manual |
→ Calculated | Value of the indicator is calculated automatically. If selected an aggregation must be defined. | |
Description | Description of the indicator | First target for indicator O.1.1. |
Aggregation / Calculation | For calculated indicators, this is a selection between aggregating the indicator current value from one data single collection or calculating it from two or more data collections. |
|
Data source | Drop down selection of available aggregations and calculations. |
|
Source data collection | Data collection that is defined in the aggregation / calculation. | Lessons Learned |
By default, the Baseline and Target Value need to be inserted for the indicator.
Click the Add Milestone Button to add another milestone.
Name | Description |
|---|---|
Date | Date of the milestone (will be displayed in the chart of the indicator dashboard) |
First Target | Value of the milestone |
Indicator Dashboard
The indicator dashboards shows the progress of the indicator and the defined targets, as well as baseline values, latest values and target values. For calculated indicators, the dashboard also displays a link to the source data collection that is used to aggregate/calculate the current value.
The indicator status can be updated by clicking on the button “Status Update”.
When updating the stauts of an indicator, the value can be updated manually or through calculations. The status of the indicator can be changed and a comment can be added for the status update.