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.
A KPI consists typically of the following parts:
- 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.
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.
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.
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)
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:
A simple KPI is called simple because it makes two simplifications to KPIs:
- It uses a regular Inventory filter for the definition of the Fact Sheets that the KPI shall be calculated on.
- 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.
Updated 8 days ago