Metrics Management: Set Up KPI Target

What Are KPI Targets Used For?

How to Access KPI Targets

1. Go to Metrics Management from the left-hand menu.

2. Select the Targets tab at the top of the page.

3. Use Filter by Client and Filter by Timeframe (e.g. YTD, MTD, Quarterly) to view relevant targets.

✏️ How to Edit an Existing Target

1. Locate the metric you want to update (e.g. % Bias, FVA, etc.).

2. Click Edit in the Actions column.

3. A window will open where you can adjust the target details:



Field	Description
Metric Name	The metric being evaluated (read-only).
Timeframe	Applicable reporting period (e.g. YTD, QTR).
KPI Value	Current actual performance value.
Category	Classification (e.g. Executive, Operational, etc.).
Target Value	Desired performance threshold (e.g. 5%, -2%, < 10%, etc.).

4. Enter the Target Value.

5. Click Update to save your changes.

➕ How to Create a New Metrics (if applicable)

1. Click Create Metric Type to create a new performance benchmark.

2. Enter the required details for the new metric, including name, category, and target value.

3. Save your entry and refresh the list to view it among the existing metrics.

🧩 Best Practices

• Set realistic but challenging targets based on historical performance.

• Use consistent timeframes across metrics to standardize reporting.

• Regularly review and adjust targets as performance improves.