When KPIs are set up in the Admin Console, you can view the data and KPI reports in the TRACC Platform.
Step 1
Navigate to the area where you want to view the KPI data.
Step 2
Click the drop-down arrow next to Reporting.
Step 3
Click KPI.
Any KPIs allocated to the selected area will be displayed on the KPIs page. On the KPIs page you can:
- Add KPI values per allocated KPI
- Export the KPI values
- Insert a date range to view specific KPI data
- View the KPI dates (this is updated according to when the last KPI value was inserted). If you insert a KPI value today, it will reflect today's date.
- KPI name
- Current value – will consider the latest KPI value inserted for the latest date.
- UOM (unit of measure)
- Trend
- KPI value history
Understanding the chart
The chart displayed in the trend column (no. 8 above) is clickable so that you are able to view the trends in more detail.
- The chart allows you to view KPI progress alongside related TRACC maturity.
- It will indicate the historical trend of the KPI values captured overtime. Hovering over the KPI value line will indicate the KPI values at a given date.
3. You can view a selection of TRACCs linked to the KPI.
4. If you hover over the assessment lines in the chart, it will indicate the verified maturity of the practice at a given time.
5. The KPI data can be exported into an Excel spreadsheet.
Note:
- if you have linked TRACCs to a specific KPI and it does not list them in the chart, this means that there are no assessments in place for that practice. An assessment will have to be created in that area.
- if you notice that there are assessments listed, but it no data is displayed in the chart, this could mean that there is no activity for those assessments for the given time frame. Try adjusting the search date range.