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How do I create a Metric Key Performance Indicator for my institution?

Updated Oct 29, 2021

Metric Key Performance Indicators (KPIs) allow you to track a specific metric and your institution's growth toward meeting goals related to that metric. After selecting the metric, you can specify how success is measured, set numeric goal ranges for the metric, and customize range labels that display for your users.  

Once you have created metric KPIs, you can create Matrix KPIs, Assessment Performance Levels, and Visual Indicators.

Open Videri Administration Page

Open Videri Administration Page

In the Navigation Menu, click the Admin link.

Open KPIs

Open KPIs

In the Videri Administration page, click the KPIs link.

Open Metric KPIs

Open Metric KPIs

In the Manage KPIs menu, click the Metric KPIs link [1].

Note: On the Manage KPIs Overview page you can click the Metric KPIs link [2].

Add New Metric KPI

Add New Metric KPI

Click the Add KPI button.

Select Source Metric

Select Source Metric

In the General section, click the Source metric drop-down menu [1]. Select a metric from the displayed alphabetical list.

By default, the name of the metric displays in the Name field [2]. However, to enter a different name, you can click the field.

You can also enter a description for the KPI in the Description field [3].

Configure KPI

Configure KPI

By default, a new Metric KPI is configured to display two data ranges, or segments. Segments indicate the number of numeric ranges you wish to identify and view in a Metric KPI.

To add segments to your KPI configuration, click the Segment drop-down menu [1]. You can select up to five segments [2].

Configure Direction

Configure Direction

Select the direction for your KPI measurement using the Goal direction radio buttons [1].

By default, the Standard option is selected. This means that any number greater than the segment's specified numeral indicates improvement. When selected, the Segment Expression icon displays a greater than symbol [2].

You can also select the Inverse option [3]. This means that any number less than the segment's specified numeral indicates improvement. When selected, the Segment Expression icon displays a less than symbol [4].

Configure Comparison Basis

Configure Comparison Basis

Select the KPI basis for comparison using the Comparison basis radio buttons [1].

By default, the Inclusive option is selected. This means that any number within the set segment range, including the segment specified value, is included in the segment. When selected, the Segment Expression icon displays an equal to symbol [2].

You can also select the Exclusive option [3]. This means that any number within the set segment range, not including the segment specified value, is included in the segment. When selected, the Segment Expression icon only displays a greater than or a less than symbol [4].

Select Configuration Options

Select Configuration Options

If your institution's goals for a metric change from school year to school year, you can configure metric strands for individual school years. To allow segment values to vary by school year, click the Segment values may vary by school year checkbox.

Set Segment Values

Set Segment Values

Specify the segment values in the Segment field(s) [1]. View how your goal direction and comparison basis selections affect the metric calculations in the Segment Expression icon [2].

The Direction notification indicates whether your segments should display increasing or decreasing values [3].

Note: You can only set segment values for segments two through five (standard) or one through four (inverse). The first segment value represents either zero (for a standard configuration) or one hundred (for an inverse configuration).

Set Segment Labels

Set Segment Labels

Add segment label names in the Display label name field [1].

To select a color for the segment label, click the Color icon [2].

Select Label Color

Select Label Color

To select a custom color for a label, use the color palette [1], the Hex field [2], or the RGB fields [3].

You can also select a color from the standard color selection [4].

Save KPI

Save KPI

Click the Save changes button.

View New Metric KPI

View New Metric KPI

View your KPI in the Metric KPI list.

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