Learn example.
Apply to your company.
Apply to your company.
1
Example
Sirius Co. is an electronics retailer. Managers control performance and trace KPIs.
John Smith
General manager
Net profit
Employees
New stores
Employees
New stores
Mary Robinson
Sales manager
Sales
Advertising expenses
Customers
Advertising expenses
Customers
Nick Freeman
Logistics Manager
Fleet of trucks
Repair expenses
Freight turnover
Repair expenses
Freight turnover
Jack Stone
Analyst
Provides managers with regular KPI reports
Managers can see in the mobile app
John Smith
General manager
his KPIs
his team's KPIs
Mary Robinson
Sales manager
just her KPI
Nick Freeman
Logistics manager
just his KPIs
Analyst manages users and their KPIs in the web app
Jack Stone
Analyst
Jack has quick access to any owner and any KPI.
He clicks "Owner" or "KPI" to view or to edit the data.
Jack updates KPIs and hits "save". At the same time, managers see new data in the mobile app.
2
Your case
Use this checklist to apply example to your company.
1
KPIs
Indicators, KPIs, budgets having plan, actual, and forecast values.
Indicators, KPIs, budgets having plan, actual, and forecast values.
2
Owners
Employees responsible for KPIs. Each owner controls his/her KPIs in the mobile app.
Employees responsible for KPIs. Each owner controls his/her KPIs in the mobile app.
3
Viewers
Employees, who can view KPIs of other owners. For example, a head controls indicators of its employees.
Employees, who can view KPIs of other owners. For example, a head controls indicators of its employees.
4
Editors
Employees, who have rights to edit and to update KPIs. For example, analysts or accountants.
Employees, who have rights to edit and to update KPIs. For example, analysts or accountants.
5
Data entry
How often to update data and which tool to use: browser, mobile app, Excel import.
How often to update data and which tool to use: browser, mobile app, Excel import.
