I spent a little while looking for this so maybe you may have as well.

The KPI toolset is really popular with the Executive Suite crowd and may well make the difference between go and no go on your next requisition so I'd like to be able to get some working and visible even if they are less than robust.

But you need the KPI list and he's a hard guy to track down.  Not only do you have to Enable Enterprise Features in Central Admin Operations but you also have to Enable Features on Existing Sites.  Then you have to install the Enterprise Features in the site where you want to create the KPI List.

Now, KPI List is found under Custom Lists on the site's Create page.  If you don't see it there, you've got to work the Enterpriste Features like I just described.

So, you'll need a source.  Now sources can be anything so I cerated a Custom List called Sales Call Activity and I gave it these columns:

• Rep. Name - changed the Title column name to Rep. Name because it wouldn't let me just call it Name.
• Call Quota
• Actual Calls
• Closed Sales
• Total Sales Amount

Then I calculated columns to find:

• Sales Quota 
• Average Sale
• Closing Ratio

Then add some data and go back to your KPI List.  Pull down the New menu and select KPI from a SharePoint List.

Do the easy one first.  Name it Closing Ratio.  Provide a description and comments, perhaps describing the indicators' values.

Browse out to find your source data list and view.

Then you've got to work the Number, Percentage, or Calculation options to get the Red, Amber or Green colors you want.  In this case, select the "Percentage.. where" option and select the closing ratio column is less than some target, say .5, since our closing ratio above was calcualted as a percentage.  Then, make it return green when that value is 0 (all reps' closign ratio > 50%) and yellow at 50 (half the reps' closing ratio >50%)

Then, I did one I called "Average Sale Targets."  I calculated the average of the average sale values and showed green when that value was over $1100 and yellow when over $900.  I guess the math is not entirely accurate here because of one person was way over alot and others were under by a tiny bit, the big numbers would be discounted by their lack of dispersal.  Average Average Sale does not equal Team Average Sale.  It would be nice to be able to capture view column totals and such.  In reality, you would probably point your KPI to a spreadsheet stored in some scorekeepers doc library and let excel do all the math.

I've found that it will help to succomb to a little "view diarrhea," filtering views to expose a single Sales Rep., for example.  Then you can get a KPI to indicate which reps are meeting which quotas.  When you use the KPI Web Part you can "Show Only Problems" and get the naughty list for Santa.

Also, create views to sort descending on Average sale, for example, and then limit item count to 1 to expose, in a web part, the best, or worst, performers.

hth

-robot

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Posted 11-13-2007 10:33 AM by SPRobot