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ServiceAnalytics
Availability2014.1 or later

Create a KPI

Two creation methods

View and Manage KPIs

Review the KPI catalog

Validate a New KPI

Check KPI results after creation

Choosing the Right Method

Wizard or rule

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Overview

GermainUX provides preconfigured Key Performance Indicators (KPIs) for analyzing user experience, business processes, marketing outcomes and technology health. You can also create and manage custom KPIs that reflect your own applications, data and business objectives.

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Create a KPI

A KPI can be created in two primary ways:

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Create a KPI with the KPI Wizard

Use the KPI Wizard when you want a guided workflow for defining a KPI and its analytical behavior.

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Go to:

Germain WorkspaceWizardsKPI
Create new KPI

Create new KPI - GermainUX

Depending on the KPI type and configuration, you can define elements such as:
  • KPI name and description
  • Data or fact model
  • Default measure
  • Available pivots
  • Filters and constraints
  • Display and formatting options
  • SLA thresholds
  • Drilldown and analysis behavior

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Generate KPI Data with a Rule

Use a Rule when custom logic is required to detect, transform or generate the facts analyzed by a KPI.

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Go to:

Germain WorkspaceAnalyticsRules
Rules

Rules - GermainUX

Rules can be used to:
  • Detect a specific event or condition
  • Transform collected data
  • Create a custom fact, event, metric or transaction
  • Apply business-specific categorization
  • Enrich data with additional context
  • Trigger alerts or automated actions
See Rules for configuration details.

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View and Manage KPIs

To view the configured KPI catalog, go to:
Germain WorkspaceAnalyticsKPI
From the KPI configuration area, authorized users can review and manage available KPI definitions, including their measures, pivots, constraints, display behavior and related analytical settings.

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Validate a New KPI

After creating or modifying a KPI:
1

Confirm that the expected facts or events are being collected

2

Add the KPI to a test dashboard or portlet

3

Verify that its default measure returns the expected value

4

Test the available pivots and filters

5

Confirm that drilldowns expose the relevant instances and context

6

Validate SLA thresholds, alerts or automations if configured

7

Compare the result with a known sample before using it for operational decisions

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Choosing the Right Method

Use the KPI Wizard when the required data already exists and the primary task is configuring how it should be measured and analyzed. Use a Rule when custom logic is needed to create, transform, enrich or classify the underlying data before the KPI can analyze it. In some implementations, both are required: a Rule produces the custom data, and the KPI defines how that data is measured, segmented and displayed.

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Additional Resources

Preconfigured KPIs

Read more

AI

Insights & Recommendations

Analytics

More Analytics Features

Automation

More Automation Features

Dashboards

Dashboards and reports overview

Reports

Automatic and scheduled reports

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Get Help

Contact GermainUX Support

The GermainUX team helps you get up and running faster, empower your team, turn data into actionable insights, and optimize performance to deliver measurable business outcomes.

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The content of this document is proprietary to GERMAIN SOFTWARE.