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KPIs – the Do’s and Don’ts When Selecting the Key Performance Indicators for your Dashboard

By May 22, 2013August 18th, 2021No Comments

A key performance indicator (KPI) is a type of performance measurement. An organization may use KPIs to evaluate its success or to evaluate the success of a particular activity in which it is engaged. Sometimes success is defined in terms of making progress toward strategic goals, but often success is simply the repeated, periodic achievement of some level of operational goal. Choosing the right KPIs relies upon a good understanding of what is important to the organization.

What to do and not to do when selecting Key Performance Indicators for your dashboard?


  • Make it Measurable
  • Make it Visual
  • Make it Real Time
  • Keep It simple


  • Clutter your dashboard with useless widgets and complex graphs
  • Don’t lose sight of your companies goals when selecting your KPI

The dashboard BI tools you already own with your Sage ERP X3 can help you achieve measurable, visual, interactive and real time data.

One way to create a KPI is by utilizing the statistics function in Sage ERP X3.   Sage ERP X3 comes with visual statistics out of the box and also gives you the availability to create your own – just select F7 and type in GESPS2 in the Direct Call field to create your own.

An easy KPI to monitor around your customer base is to utilize the CRM fields found on your Customer Master Record’s Control Tab.  Customer’s sales can be tracked by their business type.  Allowing you a quick and easy view in graph form, what types of business your sales excel in and what business types are weak.  With this information live on your dashboard, you don’t have to wait until the sales reports come out at the end of the month or quarter.

Dashboards, with the right KPI’s, allow you to be proactive.  I urge everyone to take advantage of this powerful tool.  If you are struggling with knowing where to capture the data in Sage ERP X3 for a KPI, or want ideas for KPI’s to create, just ask us!

If you find that you require functionality in your dashboards or KPIs beyond what Sage ERP X3 offers, consider Nectari, SWK’s recommended Business Intelligence solution for Sage ERP X3.  Nectari Business Intelligence is a self- service data analysis and reporting solution engineered for ease of use and performance. It facilitates real-time access to enterprise-wide information, quickly and securely – and provides data entry and business logic capabilities, supporting applications such as budgeting and forecasting.

Contact Our Sage ERP X3 Team

Want to learn more about Sage ERP X3 or Nectari Business Intelligence? For additional information please contact us at 877-979-5462, or click here to contact us.

Source(s): Wikipedia

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