Add KPI columns

Show a KPI column in the Demand or Planning list, create your own KPI, and edit or delete it.

This guide shows you how to add a metric, such as past demand over 12 months or stock coverage, as a column in your product list, so you can sort and filter on it.

Before you start

• You need access to Demand or Planning.

• KPIs are shared by your whole company. A KPI you create appears for every user, in every view and site.

• To understand each choice in the KPI window, see KPIs.

Show a KPI column

1

Open the Columns drawer

In the Demand or Planning list, click the columns button on the right of the filter bar. The Columns drawer opens.

2

Go to the KPI tab

Click the KPI tab. It lists the KPIs created in your company. Type in the search field to find one by name.

3

Turn the column on

Switch the KPI on. It moves to Shown in table and appears as a column in the list.

Create your own KPI

1

Open the KPI window

Click Create KPI at the bottom of the Columns drawer. You can also find Create KPI in the More... filter list.

2

Pick the data source

Choose a Data source, for example Past demand, Final forecast or Stock coverage.

3

Pick the measure and the period

Choose the Data measure (value or quantity), then the Period, for example last 12 months or next 30 days.

4

Pick the formula and the unit

When asked, choose the Formula (Sum or Trend). For a quantity, pick the Unit of measure; for a value, pick the Price type.

5

Save

Click Save. The KPI is added to the KPI tab for everyone, and shown in your list.

Edit or delete a KPI

1

Open the KPI

In the KPI tab of the Columns drawer, hover the KPI and click its edit icon. The KPI window opens.

2

Change it or delete it

Change the choices and click Save, or click Delete.

3

Confirm the deletion

The Delete KPI window reminds you that the KPI will be removed from all views and sites, for every user. This cannot be undone.

See KPIs per product family

1

Switch to the Tag dimension

At the top of the Demand or Planning list, set Dimension to Tag.

2

Read the KPIs per tag

Each row is now a tag, for example a product family, with its KPIs.

Result

Your KPI columns sit next to the product columns. Click a header to sort on a KPI, filter its values from the column header or More..., then click Save view to keep the layout. See Filter, sort and group a list.

Related

• KPIs: what a KPI is made of and who sees it.

• Metrics glossary: what each metric means.

• Set up and manage views: save your column layout in a view.