Create KPIs in SAP Business One - release 9.1 for SAP HANA - Build and use Key Performance Indicators

Sep 13, 2026

Learn how to create and use Key Performance Indicators (KPIs) in SAP Business One, release 9.1 for SAP HANA, including how KPIs support cockpit and advanced dashboard reporting. KPIs are quantifiable measurements tied to critical success factors such as revenue targets, profit margins, and operational objectives. The topic explains KPI cockpit widgets, how to design KPIs in the Pervasive Analytics Designer, and which data sources can be used. A business example covers overdue deliveries, returns to the warehouse, and financial sales revenue targets.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages35

Reading Time12 min

AccessFree to download

Create KPIs in SAP Business One

KPI cockpit widgets and benefits

Designing KPIs in the Pervasive Analytics Designer

KPI definition areas and KPI sources

Welcome to the topic on creating key performance indicators in SAP Business One, release 9.1 version for SAP HANA. In this topic, you will learn how to: 􀂄 Use Key Performance Indicators (also known as KPIs) in your cockpit 􀂄 Design a KPI in the Pervasive Analytics Designer 􀂄 In this course we introduce key performance indicators or KPIs. KPIs are quantifiable measurements that reflect critical success factors in a company such as targets for revenue or profit margin. 􀂄 Several predefined KPI cockpit widgets are available for tracking performance objectives. In addition, the ability to easily create your own KPIs has been added to the Pervasive Analytics Designer. 􀂄 There are two main benefits to using KPIs. KPIs allow you to easily and quickly check progress towards achieving your company’s strategic goals and objectives. The ability to create your own KPIs gives you the option to design financial and operational KPIs that reflect your own unique business needs. 􀂄 Using KPIs, you can evaluate your business performance at a glance in your rolebased cockpit or in advanced dashboards. 􀂄 In our business example, the manager at OEC Computers wants to set up KPIs to measure corporate goals. 􀂄 This year the company has a performance goal of less than 2 overdue deliveries per month. He would like to set up a key performance indicator (KPI) to measure the company progress towards this operational goal. 􀂄 He would also like to design a KPI that measures the percentage of sales that are returned to the warehouse and company progress towards reducing that number. 􀂄 He also needs to understand how to set up financial KPIs for corporate financial targets for sales revenue. 􀂄 Key performance indicator widgets allow you to visually evaluate the status of your business. 􀂄 SAP provides a large number of prebuilt KPIs but you can also design your own. 􀂄 You can base your KPIs on: 􀂄 Analytic Views 􀂄 Calculation Views 􀂄 User Defined Queries 􀂄 As of release 9. 1, a new HTML5 cockpit is available that can display multiple KPI widgets. Additionally you can display KPI widgets inside an advanced dashboard. 􀂄 Here we see a KPI displayed in the widget. Predefined and user-defined KPIshave the same structure. 􀂄 At the top left, you see the name given to the KPI. 􀂄 The KPI value appears in the center. Colors can be used to show if the KPI is meeting its goal. In this KPI, the green color indicates that this KPI has reached its goal. 􀂄 In the bottom right, you can see how the KPI is trending. This KPI shows an upward trend. Once again, you can choose colors to indicate whether the trend is good or bad. 􀂄 In the bottom left, you see the date range for the KPI. 􀂄 A user can choose the appropriate KPI widgets in the Widget Gallery. Users see all KPIs that they have authorization for. 􀂄 A user can: 􀂄 Search for a KPI widget by name 􀂄 Narrow the widgets displayed to only KPIs 􀂄 Add a widget by clicking on the plus sign. 􀂄 You can view the full list of available predefined KPIs in the Pervasive Analytics Designer. 􀂄 Initially with version 9. 1, predefined KPIs are available for the charts of accounts used in four localizations: 􀂄 the United States, 􀂄 Germany 􀂄 Great Britain, and 􀂄 China. 􀂄 Predefined KPIs that are not based on charts of accounts are available for all localizations. 􀂄 Authorized users can edit or create KPIs using the Pervasive Analytics Designer. You can create a new KPI by choosing the button on the left. You can use the scroll bar to scroll through the list of KPIs. You can delete a KPI by hovering over the KPI and selecting the X. You can choose a KPI to open its definition. 􀂄 New options in creating dashboards and how to design an advanced dashboard are discussed in other delta courses for the 9.1 release. The KPI definition in the Pervasive Analytics Designer has four areas. 1. In the top left, there are two icons for saving the KPI definition. The first icon is S

FAQs

What are KPIs used for in SAP Business One cockpits and dashboards?

KPIs provide quantifiable measurements to track progress toward strategic goals and objectives. They can be displayed in cockpit widgets and in advanced dashboards for quick, visual performance evaluation.

How do you design a KPI in the Pervasive Analytics Designer?

Authorized users edit or create KPIs in the Pervasive Analytics Designer. The workflow starts by selecting a base query or view, then configuring value settings along with filter and parameter options, and optionally defining composite KPIs.

Which data sources can be used as the basis for KPIs?

KPIs can be based on Analytic Views, Calculation Views, and User Defined Queries. Predefined KPIs can also be used, and some are available for specific localizations tied to charts of accounts.

Sep 13, 2026

Uploaded by Aria Callaghan