Business Intelligence KPI
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
The different types of values available in the Business Intelligence module are referred to as BI Kpi:
The Kpi are configured in the folder Settings > Business Intelligence > BI Kpis. Each Kpis has the following properties:
designation |
The designation is shown in the BI view and should therefore be as clear and meaningful as possible, so that it is clear what is shown:
 This is an MLString field. |
Active |
Only active KPI is saved pre-calculated, so if you never need a standard Kpi, you can deactivate it. However, if you want to calculate a Kpi but not show it (for example, because you only need it for a calculation – see Calculated Kpi below – but not for display), uncheck the Visible checkbox below. |
Internal name |
The internal name must be unique because the Kpis is identified by the generator by this name. |
Calculated Kpi |
If a KPI is marked as a calculated Kpi, the metric is not calculated by the generator, but by other Kpi. In this case, a field for calculation is shown instead of the Generator field:
 Here, the calculation is defined by the internal name of the corresponding Kpi. In the example, an hourly rate chargeable ( The dimensions result from the underlying Kpi and cannot be defined separately here. Currently, only divisions are supported. |
Generator |
The Kpi are calculated using generators, unless it is a calculated Kpi (see Computed |
Unit |
The following units are available:
|
Visible |
Controls whether a Kpi can be shown in the BI view. This is especially useful if you need a Kpi to calculate another Kpi (see Calculated Kpi above) but don’t want to show it yourself. You can also deactivate standard KPI that you do not need at all (see checkbox Active above). |
Record date value |
Each Kpis has a temporal characteristic: It either refers to the selected period or is a reference date value. These are always valid at the end of the month. Reporting date values are only displayed in the following BI views:
|
DimensionsClasses 1 – 5,Roles |
Specifies on which classes (dimensions) the Kpis are available. These must be calculated in the specified generator. Additionally, a role label can be specified for each dimension. The role label can be used to specify the context of the Kpis for that dimension. For example, when calculating the incoming order, the project leader of the project is also returned. If we simply see the “incoming order” in a list of editors, the context is not clear: Is it the Salesperson, is it their own services? Here, for example, the Role can be specified:  The Role is then shown with the Kpis in the BI view:  |
Help text |
Here a help text can be entered, for example to explain to the user how the Kpis is calculated. If a Kpi has a help text, a small i symbol appears in the view. If you place the mouse pointer over it, the help text in appears as a tooltip:  The ad is truncated after 19 rows. When entering, care must be taken to ensure that the text fits into the ad. This is an MLString field. |
Vertec provides the following key Kpi as standard (the code parts are equivalent):
| Designation / Int. Name | Significance | Available on (Dimension) |
|---|---|---|
| Work started
|
Fee externally for the services of productive projects which are not on an invoice at the end of the month or whose invoice was not charged until later.
if not total.invoice or total.invoice.valuedate > enddate:
rentsum.valueExtOpen + rentsum.valueExtCalculated
|
|
| Working hours
|
Working hours ->getWorking time(start date, end date) |
|
| external hours
|
external hours total.minutesExtOpen + total.minutesExtBilled |
|
| internal hours
|
internal hours total.minutesIntOpen + total.minutesIntBilled |
|
| Inventory downpayments
|
Net amount of all downpayments – downpayments paid on invoices cleared up to the end of the month (value date).
advances += advance.net amount
if invoice.settled and invoice.settled <= enddate:
advances -= invoice.advorschussEffekt
|
|
| Gross margin (DB)
|
Fee charged externally – Cost charged leistsum.valueExtCalculated – leistsum.valueCostCalculated |
|
| vacation balance
|
Vacation balance at the end of the month ->getHolidayBalance(end date) |
|
| Vacation balance delimited
|
Deferred vacation balance at end of month ->getHolidayBalanceDelimited(End date) |
|
| External fee
|
External fee rentsum.valueExtOpen + rentsum.valueExtCalculated |
|
| Fees written off externally
|
Fee charged internally – Fee charged externally total.valueIntCalculated – total.valueExtCalculated |
|
| Fee externally open
|
Fee externally open sum.valueExtOpen |
|
| Fees charged externally
|
Fees charged externally sum.valueExtCalculated |
|
| Internal fee
|
Internal fee lump sum.valueIntOpen + lump sum.valueIntBilled |
|
| Costs
|
Costs costsum.valueCostOpen + costsum.valueCostsBilled |
|
| standard hours
|
standard hours ->gettarget time(start date, end date) |
|
| Hourly rate chargeable
|
External fee / Internal hours (Calculation see the key Kpi of this name) |
|
| Overtime balance
|
Overtime balance at end of month ->Overtime balance(end date) |
|
| Turnover outlays
|
Outlays charged (value date of invoice) Invoice.expensesExt |
Only available if Module Purchases is licensed. |
| Turnover services
|
Total charged after discount (invoice value date) Invoice.ServiceValueExtAfterDiscount |
|
| Turnover expenses
|
Expenses charged (value date of invoice) Invoice.ExpensesExt |
|
| Full-time positions
|
employment level ->getEmployment rate(end date) |
|
In addition, the following key Kpi are supplied as inactive by default. To be able to use the Budget & Phases module, Line Expert module and precise budget planning are prerequisites.
| Designation / Int. Name | Significance |
Available on |
|---|---|---|
| Order backlog Fee
|
Budget Fees – cumulative fee externally. Only granted and not yet completed phases.
bdgvalue('planVertExt’, end date, -1) –
powerSum.valueExtOpen + powerSum.valueExtCalculated
|
|
| Order intake Fee
|
Budget Fee of the newly issued phases or changes to this budget value during that month.
bdgvalue('planVertExt’, end date, -1) –
bdgvalue('planVertExt’, (start date-1 day), -1)
|
|
| Hours Budget Rest
|
Hours Budget Total – Hours Actual (Calculation see the key Kpi of this name) |
|
| Hours Budget Total
|
Budget hours of granted and not yet completed phases.
bdgvalue('planMinutesInt’, end date, -1)
|
|
| Hours Actual
|
Cumulative internal hours of granted and not yet completed phases. totalSum.minutesIntOpen + totalSum.minutesIntBilled |
|
| Degree of completion
|
Hours Actual / Hours Budget Total (Calculation see the key Kpi of this name) |
|