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Create a Sub Key Performance Indicator (Sub-KPI)

Keep in mind that only under a Standard KPI and Boolean KPI sub-KPIs can be created.

Follow the next steps to create the new Standard Sub-KPI (keep the same logic and parent information). 

 

 

1. Click the Option Button (three dots) belonging to the KPI and select New KPI

SubKPI_1

2.  Click New KPI to create the sub-category. 

3. When the new KPI form opens, give your new Sub- KPI a descriptive Name and add a more detailed Description (optional). 

4. Set the Date range (start and end date). 

5. Choose a Deviation, the threshold for alerts and nudging. The default positive and negative deviation limits are set to 20. 

6. Choose a Weight, where 2 means the initiative is twice the weight as default (which is 1). 

7. The system fills the Strategic Entity field for you.

8. Optional: Choose an Org Unit

9. Choose an Accountable User. This is the person responsible for accomplishing the initiative.  

10. Choose a Sponsor User. It is the person with the main responsibility for the initiative. 

11. Click Save to finish.

 

If the parent KPI is a Boolean, select one of the options available for the new Sub-KPI (Boolean, Range, target): 

1.  Click New KPI to create the sub-category. 

2. When the form opens, give your new Sub- KPI a descriptive Name and add a more detailed Description (optional). 

3. Select the responsible Org Unit

4. Select the Sponsor and Accountable user.

5. Click Save to finish.