The indicator code uniquely identifies the KPI. When creating the KPI, you need to specify a code yourself, for instance 2009MONTHLYTURNOVER.

KPIs can be subdivided to give more specific information. For example, you could view the turnover by part main group, and itemized by salesperson. You can create this subdivision using the Division and Subdivision fields.

For instance, for the 'Turnover' KPI, you could fill in:

• Division: Part main group
• Subdivision: Employee (salesperson)

If you run the Create indicator code lines process, the following lines will be created based on the example above:

Period	Division	Subdivision
Quarter 1	Machines	J. Peters
Quarter 1	Machines	A. Johnson
Quarter 1	Components	J. Peters
Quarter 1	Components	A. Johnson
Quarter 1	Miscellaneous	J. Peters
Quarter 1	Miscellaneous	A. Johnson
Quarter 2	Machines	J. Peters
Quarter 2	Machines	A. Johnson
Quarter 2	Components	J. Peters
Etc.

Note: The Create indicator code lines form allows you to specify that the standard sum must be distributed proportionally among the lines. In this example, this feature would not have any added value.

This field can contain the employee responsible for the KPI, for example the Sales Manager who is accountable for the turnover.

Run the Check for allowed variance process to have a notification created automatically if the standard specified is exceeded. This notification will be created for the person responsible for the KPI.

Select this check box if the actual values are filled in automatically when a script is run. Leave this check box empty if the actual values of the KPI are filled in manually.

If a script is used to fill in the actual values on the KPI lines, this field will contain the execution date of the script.

This is the duration of the KPI, which will usually be one year. You may, however, also specify a shorter or longer period of, for instance, a few weeks or several years.

This specifies how the duration is divided into months, weeks, fiscal periods, etcetera. The period division determines the measuring points of the KPI.

Example

The Weekly Order Intake KPI has a period of one year and a period division of 52 weeks. Every week, the actual order intake can be compared with the projected order intake.

This is the start date of the KPI, in other words, the date the actual values will first be measured.

See Indicator code statuses

The fields in the Sums and Quantities sections contain the standard and actual values of the KPI, and the differences between them. This information allows you to check whether the actual quantities and sums are in line with the standard values. You can use a pivot table to make it easier to interpret the data.

Below is a description of the fields:

	Sums
	Standard	Actual	Forecast	Difference
Value	The total standard sum for the entire duration of the KPI.	The total actual sum: The total of the actual values from the KPI lines and/or the underlying KPIs.		The difference between the standard sum and the actual sum.
Value of underlying lines	The total of the standard sums of the KPI lines.	The total of the actual sums of the KPI lines.	The total of the forecast sums of the KPI lines.	The difference between the forecast sum and the standard sum. As long as not all of the current periods have actual values, the forecast sum will give a more reliable picture than the actual sum.
Value of underlying indicator codes	If a KPI has one or more underlying KPIs, this shows the total standard sum of the underlying KPIs.	If a KPI has one or more underlying KPIs, this shows the total actual sum of the underlying KPIs.
Currency	The currency in which the KPI values are expressed.

	Quantities
	Standard	Actual	Forecast	Difference
Value	The total standard quantity for the entire duration of the KPI.	The total actual quantities: The total of the actual values from the KPI lines and/or the underlying KPIs.		The difference between the standard quantity and the actual quantities.
Value of underlying lines	The total of the standard quantities of the KPI lines.	The total of the actual quantities of the KPI lines.	The total of the forecast quantities of the KPI lines.	The difference between the forecast quantity and the standard quantity. As long as not all of the current periods have actual values, the forecast quantity will give a more reliable picture than the actual quantity.
Value of underlying indicator codes	If a KPI has one or more underlying KPIs, this shows the total standard quantity of the underlying KPIs.	If a KPI has one or more underlying KPIs, this shows the total actual quantity of the underlying KPIs.
Unit	This is the unit in which the KPI quantity is expressed. It is possible to define a custom unit, for example '%' for market share.