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This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc.  \nThe information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages.  \nIn the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation.  \nAll Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. Reports-2016  \nContents  \nKey Performance Indicators  4  \nKPI Workflow  5  \nAccess KPIs  5  \nKPI Definitions  6  \nManage KPIs  7  \nKPI Instance Record  12  \nKey Performance Indicator Dashboard  16  \nView KPI Dashboards  16  \nCustomize KPI Dashboard  17  \nManage KPIs  17  \nExport KPI Dashboards  17  \nWeb Dashboard  19  \nBlackbaud Dashboard Page  19  \nAdd Pages  20  \nEdit Pages  22  \nAdd Parts  23  \nAdd Connections  26  \nReport Options  29  \nReports Toolbar  29  \nMicrosoft Excel Add-In  30  \nSet Up Microsoft Excel Add-In  30  \nData Options in Excel  30  \nProspect Research Reporting  32  \nOpportunity Pipeline Report  32  \nProspect Plan Analysis  33  \nProspect Plan Follow-Up Report  33  \nchapter 1  \nKey Performance Indicators  \nKPI Workflow  5  \nTypes of KPIs  5  \nStandard KPIs  5  \nContext-Sensitive KPIs  5  \nDynamic Goal KPIs  5  \nAccess KPIs  5  \nKPI Definitions  6  \nMarketing KPIs  6  \nManage KPIs  7  \nAdd KPI Instances  7  \nView KPI Data  8  \nAssign KPI Permissions  10  \nGenerate Values for a KPI Instance  10  \nImport and Export KPI Definitions  11  \nOrganize KPIs  11  \nKPI Instance Record  12  \nGoal Status  12  \nGoal Status History  12  \nRecent Status  12  \nHistory  12  \nJob Schedules  13  \nAdd a Job Schedule  13  \nCreate Yahoo! Widgets for a KPI Instance  15  \nManage RSS Feed  15  \nCreate a Windows Scripting File to Generate KPI Values  15  \nKey Performance Indicators track your organization’s strategic performance. Financial and non-financial matrices are used to assess your business condition and to help you determine a course of action. Monitoring your business activity using KPIs helps you place a value on otherwise difficult to measure activities, such as leadership development.  \nDepending on the nature of your organization and your strategy, KPIs can help measure the progress toward your goals. For example, your organization may decide to track the total number of gifts generated each month as a performance indicator. Or, if your organization uses direct marketing, you may decide to track the cost per dollar raised for a specific mailing. With KPIs, you can create an instance that defines this indicator. After you create the instance, your organization can view the status of your KPI goals and schedule updates for KPI instances.  \nKPI Workflow  \nYou can manage key performance indicators (KPIs) to allow quick access to track goals and progress.  \nThe KPI feature also provides a variety of ways to access the information, such as dashboards, links on records, and RSS feed links you can copy to Internet browsers.  \nTypes of KPIs  \nAll KPI instances are based on a definition stored in the program catalog. The program includes a number of definitions, but the exact functionality of the KPI depends on the type of information contained in each definition.  \nNote: Authoring KP","cbCaiu66W40wvLxx","https://ap.wps.com/l/cbCaiu66W40wvLxx","pdf",753138,33,"English","# Key Performance Indicators\n## KPI Workflow\n## Types of KPIs\n## KPI Definitions\n## Manage KPIs","[{\"question\":\"What are Key Performance Indicators (KPIs) used for in the guide?\",\"answer\":\"KPIs are used to track an organization’s strategic performance by measuring progress toward goals with both financial and non-financial indicators.\"},{\"question\":\"How do the KPI types differ (standard, context-sensitive, dynamic goal)?\",\"answer\":\"Standard KPIs generate values for viewing via KPIs pages, RSS, or web links. Context-sensitive KPIs are tied to specific records. Dynamic goal KPIs determine goals outside the KPI instance so the goal reflects record values.\"},{\"question\":\"How can users access and manage KPIs?\",\"answer\":\"Users access KPIs from Analysis by going to the Information library and selecting the KPIs tab, where they can create, edit, delete, update values, open instances, and assign permissions.\"}]","Reports Guide - Key Performance Indicators | PDF",1789268708]