Key Performance Indicator Detail Inquiry

Menu Path: None

To use Key Performance Indicator Detail Inquiry, double-click a cell in a KPI panel in the Main Menu.

Purpose

View underlying setup data for a cell in a KPI panel.

Overview

Use Key Performance Indicator Detail Inquiry to view the details of a KPI cell, such as the formula, budget, and period.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Key Performance Indicator Detail Inquiry window.

Fields and Buttons

Field or Button

Description

Panel Name

This field displays the text to display as a title for the KPI panel. This should describe the purpose of the KPI panel.

KPI Name

This field displays the grid row name for the KPI panel.

Period

This field displays the period for the KPI.

Year

This field displays the year for the KPI.

Budget

This field displays the budget (if any) for the KPI.

Year to Date

This check box is selected if the KPI is for the year to date.

Formula

This field displays the formula that defines the KPI.

Main Tab Fields and Buttons

Field or Button

Description

Definition

This grid displays the definition for the KPI and the resulting value.

For an account, double-click to display Account Detail Inquiry.

For a financial ratio, double-click to display Financial Ratio Analysis.

For a KPI, double-click to display information for the KPI in a second Key Performance Indicator Detail Inquiry window.