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Creating Performance Indicators From a Template

You can create performance indicator templates. On each template, you can define the calculation, calculation inputs, and the calculation frequency for the indicator. You can use these templates to create similar performance indicators for each site in your enterprise.

In addition, APM comes with several performance indicator templates on which you can base your own performance indicators. You can use these templates to create performance indicators for your site. Review the description of each template that you use to see what modifications you might need to make to indicators created from the template.

For some of the predefined templates, you must replace the filter values with values from your site. For example, in the template called “Downtime by reason:Incidents - Average Downtime Duration”, you must add your own downtime reason in the “Reason for delay or downtime” filters in each input. You should also update the title of the indicator so that it reflects the chosen downtime reason.

You might also want to make an indicator based on a template site-specific. You can do this by adding a site filter to each calculation input.

Note: The APM performance indicator templates cannot be changed or edited. However, you can create a copy of a template and then modify the copy.

If you wish to measure monetary values from sites that use different currencies, be sure to adjust your KPIs to perform the conversion to a base currency. For more information, see Introduction to Performance Indicators.

This topic explains how to create a performance indicator from a template.

To Create a Performance Indicator From a Template

1.	From the site window, select the Analytics view.

2.	On the KPIs tab, click Browse Templates. The Browse Performance Indicator Templates dialog appears.

3.	Select the template that you want to use, select Open the new KPIs, and click OK. The Indicator window appears.

4.	Make sure that the information on the indicator is correct for the site and for the information that you want to collect:

•	Review the Description tab to see what modifications might need to be made to the indicator.

•	Check the calculation to make sure that it is appropriate for the site.

•	Open each input and make sure that it uses values from the correct objects and indicators.

•	If the inputs are based on filters, open each filter and make sure that it is appropriate. For some of the templates, you may need to fill in your own data in order for the filter to work correctly.

•	To make an indicator site-specific, add a site filter to each calculation input. For more information, see Adding Site Filters to Performance Indicators.

•	Make sure that the states, alarms, and warnings are appropriate for the site.

5.	When you are finished, save and close the KPI.