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Using KPI Scoring Types

Scott O'Reilly
  • Updated

This article covers how each of the different KPI scoring types works. For information about choosing which scoring types will appear as options for your KPIs, see the Editing Scoring Types article. For information on changing how scores are displayed, see the App Administration: Scoring article.

Overview

There are many different Scoring Types that you can choose for a KPI.

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Every scoring type changes the things that you can configure for the KPI, and all of the scoring types are configured in the Scoring Types page in Administration.

Goal/Red Flag

The default KPI scoring type is Goal/Red Flag, and it's the most popular option by far. You choose a number where your KPI turns green, and a number where your KPI value turns red.

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In this example our KPI will turn red if the value us lower than 255,000 and green if it's higher than 260,000. When higher values are worse, the Goal threshold is going to have a lower number than the Red Flag threshold.

The three colored segments of a Goal/Red Flag speedometer will always be the same size. The Goal is where the score is 6.6 and the Red Flag is where the score is 3.3. Your score will hit 10 at:

(goal - red flag) + goal.

This is better explained with an example. Let's say our goal is 700 and our red flag is 500. There's 200 between the goal and red flag. In Goal/Red Flag scoring, that means:

  • Score is 0 when the actual value is 200 less than the Red Flag (300)
  • Score is 10 when the actual value is 200 more than the Goal (900)

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You actually need 4 thresholds to draw a speedometer with 3 colors. Goal/Red Flag scoring automatically calculates the highest and lowest thresholds for you, though. This way you only have to tell Spider Impact at what value your KPI turns green and at what value it turns red.

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Unscored KPIs

Unscored KPIs are great for tracking things that don't make sense to score. Unscored KPIs have no thresholds, just an actual value.

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This is what an unscored KPI looks like when visualized.

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Yes/No Scoring

Yes/No KPIs track a yes or no value every period rather than a number. They don't have thresholds, but you do tell Spider Impact whether Yes is good or not.

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This is what a Yes/No KPI looks like on a manual update form.

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Goal Only Scoring

Goal Only KPIs have a single threshold. If you hit your goal you're green. If you don't you're red. There's also a setting to tell Spider Impact whether higher values are better.

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This is what Goal Only KPIs look like. Notice how the speedometer needle is always directly in the middle of its color segment.

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Stabilize Scoring

Stabilize Scoring is great for when you don't want your KPI values to be too high or too low. They also have a very large number of thresholds.

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This is what a Stabilize KPI looks like. Notice how not every color segment is not the same size because we typed in threshold values that aren't evenly spaced.

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Text Scoring Types

Text KPIs have pre-defined text values instead of numbers. Scored text KPIs are the same as unscored text KPIs except they have a score and color associated with every value.

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In this example, you can choose between values of "Failed", "Meets Expectations", and "Exceeds Expectations" when updating the KPI.

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And because scored text KPIs have colors and scores, they can be graphed just like any other scorecard item.

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Every Other Scoring Type

Every other scoring type is similar. They're all just different variations of color selection, and some even include colors like blue or dark green. All you have to do is enter the color thresholds and Spider Impact will score your KPI.

For example, here's a 4 Color Orange KPI.

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And this is what that KPI looks like. Again, we don't have evenly spaced thresholds so the segments are different sizes.

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Choosing and Editing KPI Scoring Types

All scoring types are managed in the Administration section. You can choose which default scoring types appear as options when building KPIs, and you can create your own custom scoring types:

  • Custom Number
  • Custom Stabilize Number
  • Scored Text
  • Unscored Text

For more information, see the Editing Scoring Types article.