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The Scorecard KPI Engine

The Scorecard KPI engine works with KPIs and Objectives. For concept details about KPIs, see Activate Scorecards, Perspectives, Objectives, Metrics, or KPIs Using Templates. For concept details about Objectives, see Objectives.

The Scorecard KPI engine discovers data coming from contexts (data sources).

A KPI provides the status of Objectives. The status can be a value, a percentage, or other. The statuses are normalized.

Each KPI receives a score. Depending on the score, the Objective is fulfilled or not.

ClosedExample

If the Objective is Professionalism, the KPIs can be based on the following measurements. An employee is professional when:

  • The number of open bugs assigned to the employee should be less than 100 during the measurement period. A Number of Open Bugs with a threshold of 100 measures that objective element. If the employee has 20 open bugs, the Score of the KPI is 80%.
  • The employee should create 10 features during the measurement period. A Create 10 Features KPI, with a threshold of 9, measures that objective element. If the employee has opened only 9 features, the score of the Create 10 Features KPI is 90%.
  • The employee should take 2 courses during the measurement period. A 2 Courses KPI with a threshold of 1 measures that objective element. If the employee has taken only one course, the score of the Take 2 Courses KPI is 50%.

The score of the Professionalism Objective is the average of the scores of its KPIs: 70%.

Scores can be calculated using one of the following rules:

  • Worst child. The Objective score is the worst score of all the KPIs assigned to the parent Objective (when the Objective has child KPIs) or of the Objectives assigned to the parent Objective.
  • Best child. The Objective score is the best score of all the KPIs assigned to the parent Objective (when the Objective has child KPIs) or of the Objectives assigned to the parent Objective.
  • Weighted average. The Objective score is the average of the scores of the KPIs assigned to the parent Objective (when the Objective has child KPIs) or of the child Objectives multiplied by the relevant weights.

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