KPI Page

1

Navigation bar

• View the Home page.
• View the Process Insights page.
• View the Data Catalog page.
• View the Data Governance page.
• Switch out of Process HQ and into another workspace like Appian Designer. The workspaces you can access depend on your user role and other security settings.
• Change settings for your user profile.

2

Breadcrumbs

Navigate to higher-level pages associated with the KPI:

• The Process Insights page.
• The process page.
• The process view page associated with the KPI.

3

Time period

Set the time period for the KPI data displaying on the page.

4

Information pane

• View basic information about the KPI, including:

  
  
  • Name: The KPI name.
  • Value: The current value of the KPI, with an indicator of whether data shows the KPI to be increasing or decreasing recently. For example, for a duration KPI, the value displays in as the number of days and hours it takes the case, activity, or sequence to complete on average.
  • Trend chart: A chart showing changes in the KPI value over the selected time period.
  • Cases: The number of cases related to the KPI, followed by the total number of cases in the associated view.
  • Last update: The date of the last process update.
  • Insights: The number of insights related to the KPI.
  • Description: A brief description of the KPI. For system-provided KPIs, the default text displays. For user-created KPIs, the text defined in the Description property of the KPI displays.
  • Filters: A list of view filters inherited by the KPI and filters configured for the KPI. To expand the list of filters, click Show applied filters.
  
  

• Manage the KPI from the menu:

  
  
  • View or edit KPI properties.
    
  • View or edit the KPI definition, including the filters configured for the KPI.
    
  
  
• Start drilling down on characteristics of cases related to the KPI. This action is only available for a count KPI or an average duration KPI, including the system-provided Average Duration KPI.

5

EXPLORE DATA FOR THIS KPI section

Switch between the following tabs to explore data for cases related to the KPI:

• Process Diagram: View the process diagram for cases related to the KPI.

  From the diagram on this page, you can view details for individual activities or sequences, but you cannot drill down to insights for a specific process part. To drill down on a process part, go to the process diagram in the associated view instead.

  
  

• Case Attributes: View attributes of cases related to the KPI.

  From this tab, you can view attribute value details, as well as start drilling down on a specific attribute value.

  
  

• Case List: View a list of cases related to the KPI.

  
  

• Trend: View a chart of changes in the KPI over time. The type of changes depends on the KPI type:

  • Changes in duration for duration KPIs that track time, including the Average Case Duration KPI.
  • Changes in occurrence counts for count KPIs and duration KPIs that track SLAs.
  • Changes in the number of automated activities for the Automation Rate KPI.
  • Changes in the aggregation value for an aggregation KPI.
  
  

• Insights: View insights related to this KPI.