Operational Data · Track 2 · Tutorial 6 of 8
Build KPIs from operational data
The ratios that explain a business mix money with activity: revenue per unit, cost per hour, sales per head. A custom KPI can take a ledger figure and an operational dataset in one formula, and then appears in dashboards and reports.
1Start the KPI
- Open Settings → Global Settings → Custom KPI and click Add a new KPI.
- In KPI Name, type Revenue per unit.
2Build the formula
- Under Ledger, add revenue.
- Under Operators, add /.
- Under Operational Data, choose Units sold in - select a dataset -, leave Product on All, choose Movement, and click Add.
- Check Working Formula, and click Add KPI.
Each dimension can narrow the dataset to one value, such as Widgets only. Movement adds the months in a quarter or a year; Balance takes the last month, for positions such as headcount. This choice, not the dataset’s Period Weighting, decides how the KPI reads it. A dataset holding several scenarios also offers Scenario: follow the KPI, or always read one scenario.
The list shows each company’s dataset on its own, with the company in brackets for one that isn’t the selected company. To cover several companies, add each one’s dataset with +.
Check
For October, Revenue per unit equals October revenue from the profit and loss divided by October units sold from the dataset page.
3If something goes wrong
| What you see | What to do |
|---|---|
| There is no Operational Data in the palette | The group has no operational dataset yet. Create one. |
| Formula has two values without an operator between them. | Add an operator, such as /, between the two parts. |
| Upgrade to Pro for Custom KPI | Custom KPIs need the Pro or Premium edition. |
| A quarter is three times too large | The dataset part uses Movement for a position. Edit the KPI and choose Balance. |
Want more detail? See the documentation