Key Performance Indicators

📊 Key Performance Indicators (KPIs) Overview

The Key Performance Indicators (KPIs) screen allows users to generate reports that track progress against business targets over time.

🔍 Accessing the KPI Screen

To open the KPI screen, navigate to:
Management Reports → Key Performance Indicators → Key Performance Indicators - Details
This view displays KPIs grouped by User.

⚙️ Generating KPI Reports

To generate a KPI report:

1. Go to Management Reports → Key Performance Indicators → Key Performance Indicators - Details.

2. By default, KPIs are generated for All Sites/Branches. You can optionally filter by a specific Site or Branch.

3. The Date Range section defaults to:

   • Last Month

   • Month Before Last

   • Last Month Last Year
     You can customize these ranges by clicking Add or Remove.

4. Click Run to begin processing. KPI data will be collated and displayed on-screen. You can continue using Acquaint while the report is being generated.

📈 Viewing KPI Graphs

Graph buttons allow visual comparisons:

• KPI Graph Button: Displays a graph comparing all selected date ranges.

• Date Range Graph Button: Shows a graph comparing each User’s statistics for the selected date range.

From the graph screen, users can print or save the visual output.

📤 Exporting KPI Data

To export the data grid, click Export. This will generate a flat-formatted .CSV file for external use.

🔐 Permissions & Configuration

• KPIs will only include data from modules that are enabled in System Configuration.

• Access to KPIs and other Management Reports is restricted to users with the appropriate report permissions in their User Settings.