Financial Ratios, KPIs and Metrics

KPI - Beta Release

Bi4Cloud is excited to make a beta-release of financial ratios, KPIs and common financial metrics.

KPI_Target.png  Click on the KPI target to Create the Default KPI's to get started.

KPI - Default Charts 

KPI-charts.png

 KPI - Set Targets & Thresholds 

To setup your own Targets and Thresholds

  • Click on the Cool Stuff icon on the Company Tab

Cool_Stuff.png

  • Click on Menu and choose KPI's

Menu_-_KPI.png

  • Click on Set Targets
  • Click the Green Plus to to Add your targets
  • Choose the KPI e.g. Revenue

Set_Targets.png

  • Choose Target Value Type
    • Fixed - Enter one target to repeat each month
    • Monthly - Enter targets for each month

Fixed_-_Threshold.png

 KPI - Thresholds 

  • Lower Threshold - % of the Target 
  • Upper Threshold - % of the Target 
  • Max Threshold - % of the Target 
  • Alarm - % of the Target that raises an Alarm Level

KPI_-Threshold.png

More Advanced Features

You can has the KPI feature of calculate User Metrics like Yield and insert these into your P&L reports.

See how here

What is a Beta Release?

It's Greek !  Alpha, Beta, Gamma.

The Alpha version is the internal development and testing version that we work on to build the KPI feature.

The Beta release is the KPI feature's public debut.  A Beta cycle is intended to get exposure to real data and real users and get your feedback. When you use the KPI feature any outages (that's geek speak for bugs) are automatically logged and sent to us. You are welcome to try these new KPI features but please do so on the understanding that it's not yet perfect and it's not yet production quality. The purpose of a Beta cycle is to make a product bullet proof faster and for those of you who have the time and patience we appreciate your support.

There are a few things we are still working on and also some know issue. These are listed here. 

Known Issues and Workarounds

If you find other issues not listed here please let us know by emailing support@bi4cloud.com.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Please sign in to leave a comment.

Powered by Zendesk