Chapter 16. KPI List Templates

Key Performance Indicator (KPI) list templates help display key performance information for your organization in a manner that drives actions. KPIs are configured to represent the progress of the organization or team in a meaningful way so that it focuses the team on the right actions and goals. To do this, KPIs aggregate data that resides in locations throughout the company, providing a view of trend information from that data source. Multiple indicators are combined in a single list so that users see at a glance the high-level information that they need.

Defining the appropriate indicators for your organization can be a big job to get your head around. This chapter goes through the steps to define your KPIs and combine them for your audiences. Then we delve into the specifics of creating KPIs for each possible data source, SharePoint lists, Excel worksheets, SQL Server Analysis Services, and manual KPIs. Throughout these steps, we provide a lot of examples to help you envision how to turn the data in your organization into knowledge that drives action.