KPI Values : WiredUp

The KPI Values screen allows you to manually enter, edit, and manage actual performance data, targets, baselines, and forecasts for your KPIs. This data is used throughout WiredUp in charts, dashboards, reports, and Value Driver Trees. This article explains how to access the KPI Values screen, add and edit values, add comments and attachments, use filters, and save your entries.

Accessing the KPI Values Screen

To access the KPI Values screen:

Navigate to Analysis in the main menu
Select KPIs from the dropdown options
Click on the Name of the KPI you want to update
Click the three-bar menu (hamburger icon) on the left side of the title
Select Values from the menu
The KPI Values grid will display

Understanding the KPI Values Grid

The KPI Values grid displays all entered values for your KPI in a table format. The grid typically shows:

Unit of Measure: The unit displayed for the KPI at the top of the grid
Date: The date for which the value is captured
Actual: The actual performance value achieved
Baseline: The baseline value for comparison
Target: The target value for that period
Actual Forecast: The Actual Forecast value of the KPI. This value can also be used as a forecast value for an initiative by selecting Actual Forecast as a forecast type on Initiative Forecast
Custom Targets: Alternative target values (configured in Site Configuration)
Add Comment: add or view a comment or attachment associated with a KPI value
Delete: click this icon to delete a KPI value from the list

Note: All value columns are displayed by default except for Custom Targets, which are configured in Site Configuration.

Adding KPI Values

To add a new value to your KPI:

Open the KPI Values screen
Scroll to the bottom of the values grid
Enter the required information:
1. Date: Select the date for this value
2. Actual: Enter the actual performance value (if applicable)
3. Baseline: Enter the baseline value (if applicable)
4. Target: Enter the target value (if applicable)
5. Actual Forecast: Enter the actual forecast value (if applicable)
6. Custom Targets: Enter custom target values (if configured in Site Configuration)
7. Click the +Add button to add the value to the KPI values
Click Save in the top-right corner to preserve your entry

Important: Always click Save after adding values. If you navigate away without saving, your entries will be lost.

Adding Comments and File Attachments

You can add comments and file attachments to individual KPI value entries to provide additional context, documentation, or explanations.

Adding or Viewing Comments

To add or view a comment for a KPI value entry:

Locate the value entry in the KPI Values grid
Click on the Add Comment icon located on the row of the value
The Notes and Attachments panel will open
Enter your comment text in the comment field
Click Post Comment to add the comment

When to use comments:

Explain unusual or unexpected values
Document data sources or calculation methods
Provide context for significant changes in performance
Note any data quality issues or corrections
Record assumptions or adjustments made to the data

Adding File Attachments

To add a file attachment to a KPI value entry:

Locate the value entry in the KPI Values grid
Click on the Notes and Attachments icon
Click the + icon and select Attachment
Select the file you want to attach from your computer
Click Add to preserve the attachment

When to use attachments:

Attach source documents or reports that support the entered value
Include screenshots or images that provide visual evidence
Upload calculation spreadsheets showing how values were derived
Attach approval documents or sign-offs
Include relevant correspondence or meeting notes

Tip: Use comments and attachments to create an audit trail and provide transparency for your KPI data. This is especially important for KPIs used in compliance reporting or executive decision-making.

Note: For more information about adding comments and attachments, refer to the KPI Commentary Feature article.

Editing KPI Values

To edit an existing value:

Open the KPI Values screen
Locate the value you want to edit in the grid
Click directly into the cell you want to modify
Enter the new value
Click Save in the top-right corner to preserve your changes

Tip: You can edit multiple values before saving. Make all your changes, then click Save once to save all edits.

Filtering KPI Values

The Filter icon in the top-right corner of the values grid allows you to narrow down the displayed values by date range.

Using the Filter

Click the Filter icon in the top-right corner
Select a From Date (start date)
Select a To Date (end date)
Click Filter to filter the KPI Value list. The grid will display only values within the selected date range
Click Clear to remove the filter and view all values again

When to use filters:

When working with KPIs that have extensive historical data
When you need to focus on a specific time period for data entry or review
When verifying values for a particular reporting period

Saving Your Changes

After adding or editing KPI values:

Review all your entries to ensure accuracy
Click the Save button in the top-right corner of the screen
Your changes will be saved to the system
The values will immediately be available in charts, dashboards, and reports

Warning: If you navigate away from the Values screen without saving, all your changes will be lost. Always click Save before leaving the screen.

Understanding Value Types

Actual Values

Actual values represent the real performance data achieved for each time period. These are the primary values used to assess KPI performance.

Best practices:

Enter actual values as soon as data becomes available
Ensure accuracy before saving
Use consistent date formats aligned with your KPI's target frequency

Target Values

Target values represent the desired performance level for each period. Targets can be constant or vary by time period.

Note: If you set a Default Target in the KPI configuration, you may not need to enter individual target values unless they vary by period.

Baseline Values

Baseline values represent the starting point or reference level before improvement efforts begin.

Note: If you set a Default Baseline in the KPI configuration, you may not need to enter individual baseline values unless they vary by period.

Actual Forecast Values

Actual Forecast values represent the forecasted actual performance for future periods.

Use cases:

Planning and budgeting scenarios
Anticipating whether targets will be met
Identifying when intervention may be needed
Using as a forecast value for an initiative by selecting Actual Forecast as a forecast type on Initiative Forecast

Custom Targets

Custom targets are alternative or adjusted targets that differ from the default target.

Use cases:

Stretch goals in addition to standard targets
Variable targets that change by time period
Multiple target scenarios

Note: Custom Targets must be configured in Site Configuration before they can be entered.

How KPI Values Are Used

The values you enter in the KPI Values screen are used throughout WiredUp:

KPI Charts

Actual values are plotted as bars or data points
Target and baseline values appear as lines
Actual Forecast values show projected future performance

KPI Cards

Display summary metrics (Actual, Target, Variance) for the configured Performance Period
Show performance status (On Track, Off Track, At Risk)
The "Updated" indicator is based on the latest Actual value date

Dashboards

KPI widgets display current performance based on entered values
Charts and cards update automatically when new values are saved

Value Driver Trees (VDTs)

VDT variable nodes source Baseline, Target, and Actual values from the KPI Values page
Monthly calculated method KPI values are used for VDT calculations
If values don't exist for a period, VDTs may show blanks or nulls

Initiative Forecasts

Actual Forecast values can be used as forecast values for initiatives
Select Actual Forecast as the forecast type on Initiative Forecast to use these values

Reports

Performance reports pull actual and target data from the Values screen
Variance calculations are based on the entered values

Tips for Managing KPI Values Effectively

Enter values regularly: Keep your KPI data current by entering values as soon as they become available
Verify before saving: Double-check values for accuracy before clicking Save
Use filters for large datasets: When working with years of data, filter by date range to focus on specific periods
Document unusual values: Use the Notes and Attachments icon to explain anomalies or significant changes
Attach supporting documentation: Upload source documents to create an audit trail
Check the "Up to Date" status: Regularly review the KPI List to identify KPIs that need updating
Consider bulk import: For large volumes of data, use the KPI import template instead of manual entry

Troubleshooting

If you've entered values but they don't appear on the KPI Chart:

Check the Unit of Measure display factor: If set to 0, values will display as 0 (value × 0 = 0). Update in Administration → Units of Measure
Check chart Min/Max settings: Values outside the chart's Min/Max range won't be visible. Adjust in Chart Options
Verify you saved: Ensure you clicked Save after entering values
Check the date range: Ensure the chart's time period settings include the dates for your entered values

If values don't appear in Value Driver Trees:

Check calculation method: VDTs typically require monthly calculated method KPI values
Verify value types: Ensure you've entered the correct value types (Actual, Baseline, Target) that the VDT expects
Check date alignment: Ensure values exist for the periods the VDT is analyzing

Next Steps

Now that you understand how to manage KPI Values, you may want to explore:

KPI Commentary: Explore how comments and attachments are captured for KPIs
KPIs Import Template: Learn how to bulk import KPI values using Excel

Adding and Viewing KPI Values

Overview