managing performance metrics with pmm
DESCRIPTION
Managing Performance Metrics with PMM. Bob Jude Ferrante. Managing Performance Metrics with PMM Overview. This session will show metrics management in action. You will leave this session with a solid understanding of how PMM lets you: - PowerPoint PPT PresentationTRANSCRIPT
Managing Performance Metrics with PMM
Bob Jude Ferrante
Managing Performance Metrics with PMM Overview
This session will show metrics management in action.You will leave this session with a solid understanding of how
PMM lets you: Deploy metric dashboards designed to present &
communicate metrics. Comment & Alert on your metrics Manage these metrics centrally. Manage designs & preferences for Dashboards centrally &
create and deploy new ones fast Quickly design new standard metrics from templates
Summit 2008:Managing Performance Metrics with PMM
Dashboards
Managing Performance Metrics with PMM Dashboards
Let’s log on to PMM…
exec (a consumer)
Managing Performance Metrics with PMM Dashboards
Here is an example of a Dashboard
Some line Chart gadgets
Bullet Chart gadget
What do we mean by “Gadget?”A Grid gadget
Managing Performance Metrics with PMM Dashboards
Let’s change a Gadget’s
preferences
Click anywhere in this area.
Managing Performance Metrics with PMM Dashboards
A border now appears around
the Gadget with a toolbar.
Click the Preferences
button
Let’s change a Gadget’s
preferences
Managing Performance Metrics with PMM Dashboards
Click the Multi-Select Measure
button
Gadget preferences dialog
Managing Performance Metrics with PMM Dashboards
Multi-select Sales, COGS & Profit
Preferences dialog
Click Accept.Click Add>>
Click Save
Preferences dialog
Managing Performance Metrics with PMM Dashboards
These preferences will be
remembered across your
sessions
Preferences dialog
Managing Performance Metrics with PMM Dashboards
Click COGS for West & choose
Measure Details.
Drilling to detail…
Managing Performance Metrics with PMM Dashboards
Here is the breakout for
Location.
Here is detail…
Managing Performance Metrics with PMM Dashboards
Click the Dashboard’s
Preferences button
Let’s switch Dashboards…
Managing Performance Metrics with PMM Dashboards
Choose Operational
Dashboard - 03
In the Dashboard Preferences
dialog…
Click Preview.
Managing Performance Metrics with PMM Dashboards
Different Gadgets
Looking at another Dashboard…
Repeated Gadgets for comparison
Managing Performance Metrics with PMM Dashboards
Click the Dashboard’s
Preferences button again
Let’s switch again…
Managing Performance Metrics with PMM Dashboards
Choose Measures – Rolling 5
Periods
In the Dashboard Preferences
dialog…
Click Preview.
Managing Performance Metrics with PMM Dashboards
Let’s stop here for a moment…
Summit 2008:Managing Performance Metrics with PMM
Central Metrics Management
Managing Performance Metrics with PMM The Difference
A report
Shows raw data rolled up for
branches
Shows processed or
calculated data
Drills to related reports
Gets right at operational
data.
Managing Performance Metrics with PMM The Difference
A report
Anything missing from this picture – in terms of making the information useful for running a
business?
Managing Performance Metrics with PMM The Difference
Can we roll up all our
measures the same way?
Can we re-use these
calculations?
Can we standardize
our drilldowns?
Where is the notion of what these numbers SHOULD be –
our goals?
And what about
looking at changes
over time?
A report
Do we have a notion of what’s
most important?
Managing Performance Metrics with PMM The Difference
A report
Dim
en
sio
n
Metric Metric Metric Metric Metric
Managing Performance Metrics with PMM The Difference
Metric Metric Metric Metric Metric
Dim
en
sio
n
Dim
en
sio
n
Dim
en
sio
n
Metric Metric Metric Metric Metric
Master dataPool of metrics
Managing Performance Metrics with PMM Calculations are reusable
Each metric is re-usable across all views and graphs.Calculations are stored with the metric as properties. No
magic code buried in reports.
Managing Performance Metrics with PMM Metrics all can roll up the same way
Click Location.
Let’s look at how they roll up…
Managing Performance Metrics with PMM Metrics all can roll up the same way
Drill into WEST and LA and then click
LA.
Drill into a Dimension…
Managing Performance Metrics with PMM Metrics all can roll up the same way
Measures just for LA
All Measures roll up and attach to
Dimension levels…
Logic of these metrics’ structure
is built into the metrics, not report code
Managing Performance Metrics with PMM Each metric can have standard drill contexts
Let’s see a drill context:
Click Profit, then Measure Breakout
Managing Performance Metrics with PMM Each metric can have standard drill contexts
Let’s see a drill context:
A mini-Dashboard for this metric
Managing Performance Metrics with PMM Goals for each metric are built into the metric
Goals?
Note there are two numbers: Actual &
Target.
Managing Performance Metrics with PMM Goals for each metric are built into the metric
What do we mean by “Goals?”
Actual is the actual quantity achieved for the
metric.
Target (Goal) is what the metric
should be achieving.
% Reached is how far the metric has gone toward its
target.
Click < Back
Managing Performance Metrics with PMM Metrics all can roll up the same way
Because they’re using % Reached as the “apple,” it doesn’t matter if the units of measure differ. So you can compare
dollars to kilograms with no magic math.
Different metrics show for different quantities,
yet all is “apples to apples…”
Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed
On Profit, click and select Measure Properties..
Let’s look at measure documentation…
Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed
What the measure is.
Measure properties describe:
How it was calculated.
How it is rolled up.
Click < Back.
Managing Performance Metrics with PMM Trending – changes over time
Click the Dashboard’s
Preferences button again
Let’s switch again…
Managing Performance Metrics with PMM Trending – changes over time
Choose Operational
Dashboard - 06
Click Preview.
Managing Performance Metrics with PMM Trending – changes over time
Select the gadget on the top right and
click the Preferences
button.
Let’s work with a trending gadget…
Managing Performance Metrics with PMM Trending – changes over time
Click the Measure multi-select.
Let’s work with the trending gadget…
Click Sales, COGS, Profit,
Margins and click Add >.
Click Accept.
Managing Performance Metrics with PMM Trending – changes over time
Let’s work with the trending gadget…
From the Time dropdown, click
Last 5 Quarters.
Click Save.
Managing Performance Metrics with PMM Trending – changes over time
Let’s work with the trending gadget…
Time is a Dimension, so trends are natural (“Last 5 Quarters”)
Summit 2008:Managing Performance Metrics with PMM
Comments & Alerts
Managing Performance Metrics with PMM Comments & Alerts
Notice the comments on the
gadget…
Hover over these little word balloons.
You see comments entered, the user, & the date they were
entered.
Managing Performance Metrics with PMM Comments & Alerts
Notice the comments on the
gadget…
Click the comment.
Ah… it’s called Feedback. Click the
menu item.
Managing Performance Metrics with PMM Comments & Alerts
Feedback allows users to publicly
comment measures
Here is that comment
PMM tracks measure state at
time of comment & other information for
you.
Managing Performance Metrics with PMM Comments & Alerts
You can add comments.
Type a comment here.
Managing Performance Metrics with PMM Comments & Alerts
You can add comments.
“We checked the numbers twice. They are nice.”
Click Save
Managing Performance Metrics with PMM Comments & Alerts
You can add comments.
You new comment is added.
We call this “feedback
blogging.” Can you guess
why?
Managing Performance Metrics with PMM Comments & Alerts
Feedback blogging is powerful.
Refresh the gadget
Hover. Your new comments are
displayed. Everyone who can see this
measure can see them.
Managing Performance Metrics with PMM Comments & Alerts
Let’s talk about Alerts.
This gadget shows Fired Alerts
Managing Performance Metrics with PMM Comments & Alerts
Fired Alerts allow you to track Alerts
you have received.
Click the first Fired Alert.
Choose Add Comments or
Reassign.
Managing Performance Metrics with PMM Comments & Alerts
You can comment & assign Fired Alerts
for action.
Type a comment.
“Please get your forecasts
in.”
Managing Performance Metrics with PMM Comments & Alerts
You can comment & assign Fired Alerts
for action.
Click the dropdown.
Assign it to Master Planner.
Click Save & close the Window.
Managing Performance Metrics with PMM Comments & Alerts
You can comment & assign Fired Alerts
for action.
The Alert is now on their desktop!
Managing Performance Metrics with PMM Comments & Alerts
Creating a new Alert is easy.
Click the New Alert icon.
Managing Performance Metrics with PMM Comments & Alerts
The Alert Wizard is easy to use. Select Profit.
Turns Red.Click Next>>.
Managing Performance Metrics with PMM Comments & Alerts
The Alert Wizard is easy to use. Select Profit.
Email subject is pre-filled, or you can
change it. Click Next>>.
Managing Performance Metrics with PMM Comments & Alerts
The Alert Wizard is easy to use.
Run it on the 1st and 15th. Click Save. That’s it!
Summit 2008:Managing Performance Metrics with PMM
Creating Metrics from Templates
Managing Performance Metrics with PMM Comments & Alerts
Let’s log on to PMM as a creator of
measures…
Click Logoff.
Managing Performance Metrics with PMM Dashboards
pmmadmin(a creator)
Let’s log on to PMM as a creator of
measures…
Managing Performance Metrics with PMM Comments & Alerts
The Administrator’s Dashboard.
Click Administration.
Managing Performance Metrics with PMM Comments & Alerts
The Administration tab.
Click New Measure Wizard.
Managing Performance Metrics with PMM Comments & Alerts
Click Std Metrics.
You can create a Measure from a
Template.
Managing Performance Metrics with PMM Comments & Alerts
Click Financial.
There are lots of categories of
measure templates.
Managing Performance Metrics with PMM Comments & Alerts
Click EBITDA.
The Financial Metrics
Templates…
Click Import.
“earnings before
interest, tax, depreciation
and amortization.”
Managing Performance Metrics with PMM Comments & Alerts
Make this say “TO”The template is now
imported into memory.
Click the Slider button.
Managing Performance Metrics with PMM Comments & Alerts
Click Accept Values.
Adjust Tolerances for the metric…
Drag Threshold to
10%.
Drag Flex to 2%.
Managing Performance Metrics with PMM Comments & Alerts
The template is now imported into
memory.
Click Next >>.
Managing Performance Metrics with PMM Comments & Alerts
Click Entry Formulas.
Adjust capture frequency…
Change to Quarter
Change to Region Do NOT
click Next.
Managing Performance Metrics with PMM Comments & Alerts
Formulas come from the Measure
Template.
For Target, click Edit
Managing Performance Metrics with PMM Comments & Alerts
Click OK.
Add pluses to the formula
here.
And here.
Managing Performance Metrics with PMM Comments & Alerts
Click Next
Managing Performance Metrics with PMM Comments & Alerts
If you type in the
components…
PMM generates the capture sheet. All your users with
access to enter this measure can now
get this online.
… PMM calculates
Actual & Target
Summit 2008:Managing Performance Metrics with PMM
Build a Dashboard
Managing Performance Metrics with PMM Build a Dashboard
Click Gadget Design
Creating a new PMM Dashboard
Right-click under Page Designs
and select New.
Managing Performance Metrics with PMM Build a Dashboard
Name it My New
Dashboard.
Name the new Dashboard
Managing Performance Metrics with PMM Build a Dashboard
Select it Metric – Performance
Gauge A.
Specify the gadget to use
Click Add 3 times.
Managing Performance Metrics with PMM Build a Dashboard
Select Metric – Performance
Gauges B & C.
Now we have three more gadgets to
specify…
Select Metric – Performance
Grid.
Managing Performance Metrics with PMM Build a Dashboard
Set Top to0
2014020.
Now let’s specify their positioning…
Set Left to 000
221
Click Save, then Preview.
Managing Performance Metrics with PMM Build a Dashboard
Your very first Dashboard.
Gadgets
Summit 2008:Managing Performance Metrics with PMM
Questions?
Summit 2008:Managing Performance Metrics with PMM
Thank You!