Types of KPI

There are a number of different types of KPIs available within the system. These include Normal, Calculated and Trend KPIs as well as single and Rollup KPIs.

A Rollup KPI is one which can aggregate or average through different hierarchies, such as the planning or organisational hierarchy. This enables users to input data at the lowest level, and the system automatically aggregates the results for each layer of the hierarchy above.
An example is days of staff absence.

A Single KPI in contrast, cannot record or aggregate values across multiple levels of the hierarchies but can however be linked to a selected level.
Trend KPIs are not used to track performance but instead simply record data through time in order to monitor patterns. Therefore, they do not have a target but only an actual. Hence they are excluded from performance calculations across the system. Trend KPIs are visible in EIS. However, will not show a performance traffic light colour. Trend KPIs can be single or rollup.
An example is showing population over time.
Calculated KPIs are KPIs whose targets and actuals can be derived from a formula connecting one or more data sets also referred to as sub KPIs. They are mainly used for ratio or percentage based KPIs to ensure that the results can average or accumulate over time. This functionality is optional and will only be available if your organisation requested for it during your Scoping Day. Calculated KPIs can be single or rollup.
An example is liquidity ratio.
Normal KPIs are not calculated or trend based. It simply provides the ability to enter target, variance and actual information. This is the most common KPI type.

Last revised: September 23, 2018