Create a Key Performance Indicator

Use the Key Performance Indicator (KPI) tool to track performance in relation to a goal or limit.

You can create KPIs for sensors you have in Info360 Insight (both physical and virtual).

Tip: You can create an Analytic to calculate what you want to track (for example, total energy usage), and then create a KPI for the virtual sensor that contains the analytic results.

You can measure performance against either a fixed value or another sensor (again, this can be analytic results).

To create a KPI

1. Go to Tools Key Performance Indicators and select Add New KPI.
2. Enter a name and description for the KPI.
3. Select the sensor for which you want to measure performance.

   This can be a physical sensor (with live data) or a virtual sensor (from a form or an analytic).

4. Define the Time Range Start Date for the KPI, and choose the Interval (Daily, Weekly, Monthly or Yearly).
5. If you decide to 'Make this a Recurring KPI', each time the time range ends, the KPI will be set again for the same interval.

   For example, if you set the start date to a Monday and set a weekly interval, the KPI will recur each Monday. You'll also be able to see the results history for each week.

6. Choose between setting a Limit (a value you want to stay at or below) or a Goal (a value you want to reach or go above).
7. Choose whether you want to measure performance against a fixed value or against another sensor. Then, either enter the fixed value or select the sensor.
8. Optionally, you can also add a Benchmark to measure performance against another reference value or sensor.
9. Once you have finished configuring the KPI, click Next.

   You'll be able to see the calculated results and can choose to add them to a Workspace. The values displayed and compared in the chart are the close values.