Dashboard Configurable KPIs

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 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.

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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.

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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

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 graphical, and no JSON knowledge is required.

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End of Month/Year lifecycle filters

Lifecycle filters with "point of time" set to "End of Month" or "End of Year" will be saved with the point of time hardcoded to the respective date at the time of KPI creation for technical reasons.

Example:

A KPI is created on March 15 with a filter for Applications which are in lifecycle phase "Active" at the end of the month. The KPI will be saved with the fixed date March 31 for the lifecycle filter, which is the "End of Month" at the time of KPI creation. In April, the KPI will still be calculated based on the Fact Sheets which were active on March 31, not on April 30.

Note that this restriction does not apply to Today filters. Lifecycle filters with "point of time" set to "Today" will be evaluated for the date of KPI calculation each night.