Dashboard Configurable KPIs

Create your own key performance indicators (KPI) based on workspace data and publish them on dashboards.

LeanIX supports three out-of-the-box dashboards with key performance indicators (KPI) already:

  • Application Portfolio Management Dashboard
  • Application Rationalization Dashboard
  • Obsolescence Risk Dashboard

With the introduction of configurable KPIs, LeanIX enables admins to specify their own KPIs to create the metrics relevant to their practice of digital transformation.

Key Features

A KPI consists typically of the following parts:

  • Name
  • Description
  • Filter (to describe on which Fact Sheets to aggregate the data)
  • Aggregation or calculation rule

The initial calculation of a specified KPI initially happens upon its creation (which may take from a few seconds up to a few minutes). The KPIs are then calculated on a nightly basis allowing for trend analyses and visual representation of the historical values.


KPI History

LeanIX will not calculate or re-calculate historical values of a KPI. This also means, if you are changing the calculation rule for an existing KPI, the historical values may no longer be comparable to the new calculations. Consider creating a new KPI instead.


Lifecycle Filter

A custom KPI with a lifecycle filter uses a relative date, e.g., today, but it points to a hard-coded date. Please refer to the Advanced Model page for more information on the Lifecycle filter.

Creating a new KPI

Any LeanIX admin in any EAM or VSM workspace can navigate to Administration > Advanced Settings > KPIs to see a list of all defined KPIs for the workspace. This list includes both:

  • Predefined KPIs from the out-of-the-box KPI Dashboards
  • Configurable KPIs as configured by workspace admins.

Admins can create a new KPI by simply clicking "New KPI" at the top of the page.
On the following page, admins need to define the name and the description of a KPI as well as a filter and a calculation rule. This can be done in two modes:

  • Simple configuration (using an Inventory filter and having as aggregation only counts of FS in that filter)
  • Advanced Configuration (using a JSON config to describe complex filters and calculations)

Showing your new KPI on a dashboard

In order to display your new KPI within a dashboard, a dedicated dashboard panel is available:

  • On either a new dashboard or a dashboard that you are allowed to edit, choose from the available dashboard panels the panel with the name "KPI Panel"
  • Upon dragging the panel to a dashboard area, a configuration menu opens and users can specify the following things:
    • Panel title
    • Main KPI (the KPI that will be shown on top of the panel including a preview of the history)
    • Other KPIs

The resulting will look like this:


Simple KPIs

A simple KPI is called simple because it makes two simplifications to KPIs:

  1. It uses a regular Inventory filter for the definition of the Fact Sheets that the KPI shall be calculated on.
  2. The only aggregation available is "count"

Simple KPIs have a great advantage: Users can define them in a graphical fashion and no JSON knowledge is required.

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