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Dokumentation
Dokumentation
Adaptive Planning
Example: Create KPIs for Variance Between Planned Product Revenue and Actuals

Example: Create KPIs for Variance Between Planned Product Revenue and Actuals

This example illustrates how to create key performance indicators (KPIs) to display the variance between:
  • Actuals.
  • Planned product revenue.
You want to create KPIs that display 3 months of variance data in Q3 for:
  • Product revenue for laptops and tablets.
  • Service revenue for existing and new contracts.
When you create the service revenue KPI, you want to save time by duplicating the product revenue KPI and changing a couple options.
  • Create a perspective called Executive Summary with a Sales Results dashboard.
  • Your default version is a working budget with an actuals version as the override version.
  • Your model uses these general ledger accounts and subaccounts:
    • Product Revenue
      • Product Revenue - Laptops
      • Product Revenue - Tablets
    • Service Revenue
      • Service Revenue - Existing Contracts
      • Service Revenue - New Contracts
  • Security:
    • Access Dashboards
       permission.
    • Edit Dashboards
       permission.
  1. Select
    Dashboards
     from the main menu.
  2. Select the Executive Summary perspective.
  3. Select the Sales Results dashboard.
  4. Select
    Edit
    .
  5. Drop
    KPI
     from
    Charts
     into the design area.
    We open
    Appearance Settings
     on the right automatically.
  6. Select these values on
    Appearance Settings
    :
    Section
    Field
    Option
    Layout
    Version Header
    Toggle off.
    Micro Chart
    Period
    Select
    Quarter
    .
    Micro Chart
    Breakdown Period Level
    Select
    Month
    .
  7. Open
    Data Settings
    .
    You can find
    Data Settings
     on the right.
  8. Add the Product Revenue account.
  9. Expand the Product Revenue account to access its data settings.
  10. Select
    $ (#,##0)
     on the
    Display Units
     prompt.
  11. Open
    Time Settings
    .
    You can find
    Time Settings
     on the right.
  12. Select these values on
    Time Settings
    :
    Field
    Option
    Stratum
    Select
    Quarter
    .
    Pin icon
    Click the icon to unpin the time.
    When you unpin, you make your KPI time relative to the perspective time.
    This KPI displays 3 months of variance data in Q3 for the revenue of laptops and tablets.
  13. On the
    Chart options
     menu of the Product Revenue KPI, select
    Copy
    .
  14. Right-click in the design area and select
    Paste Chart
    .
  15. Change the
    Name
     to Service Revenue.
  16. Open the Data Settings panel.
  17. On the
    Account
     field, change the account from
    Product Revenue
     to
    Service Revenue
    .
    This KPI displays 3 months of variance data in Q3 for service revenue.