ℹ️Creating a KPI
The first step to the custom metric or KPI workflow is to create the KPI.
Navigate to your General Account Settings at the bottom of the menu column. Once in your general account settings, scroll down the page until you see the section “Custom KPIs”.
Click on the “Manage custom KPIs” box to open the library for your custom KPIs. There are two options for creating a new KPI:
Table of Contents
Creating a KPI using the CSV Importer to bulk upload multiple KPIs at one time
Create a KPI using the Add Tool
Navigate to Settings, Manage KPIs.
Click on the green “+Add Custom KPI” box to fill out the KPI form. And save.
Fields in the form include:
Name
Yes
Enter the name of the KPI
Unit
Yes
Enter the measurement unit for the KPI ex. liters, kg, meals, partner, number etc.
Topic
No
This can be any topic or category the KPI is related to
Code
No
This can be any code that references the KPI
Description
No
You can write a description of the KPI providing more details
Themes
No
You can select a theme from the dropdown menu that best fits the KPI
Standard
Yes
Select an ESG standard from the dropdown menu. If the KPI is not linked to an international standard or framework, select the option "Other or Custom"
Associated goal
No
You can link a KPI to a goal that you've created in your Goal Module.
Data type
Yes
Select one option:
Absolute,
Absolute Sum,
Absolute Monthly,
Asset Monthly, Cumulative,
Average,
Calculation
(see below for further details)
When creating a custom KPI, you can select the type of data you want to collect.
Absolute: enter static, standalone data or measurements in the KPI Dashboard. The data entered for the time period is the final data, any newly entered data for that time period will overwrite previous data.
Cumulative: the aggregate or sum of data collected over a period, typically representing the sum or accumulation of individual data points collected via Surveys, Actions, Goals, or Assets.
Average: the data is calculated by summing all values and dividing by the total number of values, providing a typical or representative value for the set of individual data points collected via Surveys, Actions, Goals, or Assets.
Absolute Sum (use only if you have sub-licenses): The aggregation of absolute KPI data from sub-licenses, designed to roll up into a total into your global license KPI Dashboard.
Absolute Monthly: enter static, standalone data or measurements each month in the KPI Dashboard.
Asset Monthly: Enter static, standalone data or measurements each month in a particular asset's KPI Dashboard. This area is accessible by clicking on the pie chart button in the "Data" column of the asset table. You can also give data collaborators access to this area to enter asset-related KPI data.
Calculation: Create basic calculation formulas for a KPI using existing KPIs. Use @MetricName or @KPIName to reference other metrics. Supports the use of standard mathematical operators (+, -, *, /, parentheses) and numbers to create your formula.
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Creating a KPI using the CSV Importer
Navigate to Settings, Manage KPIs.
Click on the gray “+CSV Import” box. The csv file importer will appear where you can download the csv file template.
Fill out the template, then upload the filled-out csv file to the csv file importer.
The csv importer will walk you through “mapping” the fields in Brightest with the fields in your csv file template. Ensure that the correct fields are selected.
Fields Not mapped highlighted in gray indicates a field that was not detected. If you would like to add this field be sure it is included in your csv file and select the field from the dropdown menu.
Fields Not mapped highlighted in red indicates a required field that was not detected. To continue, ensure that this field is in your csv file and then select the field from the dropdown menu.
Once you approve the mapped fields, you have an opportunity to review the uploaded data before it is saved to your library.
If everything looks correct, click “save” and your KPIs will be uploaded to your KPI library.
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KPI data settings for data "roll up"
The KPI "data type" will affect how the KPI data is summarized in your license.
Below are use case scenarios to help guide your in selecting the relevant data type.
View chapter "Linking KPIs to Global licenses" for more details.
Collect data in assets, surveys, and other areas of the platform and view a summary of the data at the sub-license level
Cumulative
If you wish to collect KPI data from multiple assets and use surveys or other areas for the same data and see a summation of all data for that KPI at your license level. Brightest will "roll-up" the data entries from each asset and show the KPI sum. Add the KPI to your asset and add the KPI to your E, S or G Dashboard to view the data summary.
Collect data from a survey and view a summary at the license level
Cumulative
If you wish to collect data from multiple survey respondents and see a summation of all data for that KPI at your license level. Brightest will "roll-up" the data entries from each survey response and show the KPI sum. Link the KPI in your survey and add the KPI to your E, S or G Dashboard to view the data summary.
Collect data from assets, surveys, goals, and/or actions
Cumulative
If you wish to collect data from various areas of Brightest and see a summation of all data for that KPI at your license level. Brightest will "roll-up" the data entries from each survey response and show the KPI sum. Link the KPI in your survey, add it to an asset, link it to an Action or Goal, and add the KPI to your E, S or G Dashboard to view the data summary.
Enter data once per time period at the license level.
Absolute or Absolute Monthly
If you wish to enter data once per time period for the KPI. Each data entry will overwrite the previous entry for the same time period. Add the KPI to your E, S or G Dashboard to view and edit the data.
Enter data asset-level KPI data monthly
Asset Monthly
If you wish to enter data once a month in the assets. Apply the KPI to the asset either manually in the asset dashboard, or bulk upload the KPIs and data using the "CSV Import" option in the Assets tab. Then, apply the KPI to your E, S, or G Dashboard to view the data. If you would like data collaborators to enter asset-level KPI data, you can configure their access in the Manage Teams Module.
Enter data once per time period, roll-up KPI data from sub-licenses to Global license
Absolute Sum
If you wish to see a summary of your absolute KPI values from your sub-license(s) to your Global license, create the KPI in your Global license with the data type "Absolute sum"
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