Set up Performance Analytics Premium

With Performance Analytics Premium you can define your own key metrics, breakdowns, and visualizations to present exactly the data you want for any process.

About this task

After Performance Analytics Premium has been activated, complete the following steps to configure Performance Analytics and begin collecting scores.


  1. Clearly define the data you want to present. Before creating any records, identify what you want to measure and how you want to present that data.
    Ensure that the data is actionable. Changes in scores should provide usable feedback into the performance of individuals, groups, or processes.
    Tip: It can be helpful to create a sketch of your planned scorecards and dashboards to help identify your key metrics and visualizations.
  2. Review the configuration records such as indicators, breakdowns, data collection jobs, widgets, and dashboards that are provided by default. Review the optional content packs as well. Use the provided configuration records whenever possible, or use them as a template to create your own configuration.
    Configuration records that enable you to analyze many common processes, such as Incident Management or HR Management, are provided by default.
  3. If the provided configuration records do not meet your needs, create your own configuration by completing the following steps.
    1. Define indicator sources for the tables you want to analyze.
      Indicator sources form the basis of the data that is collected and can be reused for multiple indicators.

      An indicator source can specify a filter to include a subset of table data, such as to include only open incidents.

    2. Create automated indicators to define the key metrics you want to analyze.
      Automated indicators track scores collected regularly and automatically from the instance.
    3. Create breakdown sources to define which breakdown elements are available to group and filter scores for further analysis.
      A breakdown element is a single possible value for a field, such as the Hardware assignment group or the Critical priority. A breakdown source defines the set of available breakdown elements from a table, such as the assignment groups that you can group and filter scores by.

      A breakdown source can define a filtered set of elements. For example, you can add the filter condition [Active][is][true] to a breakdown source on the Groups table to include only active assignment groups as breakdown elements.

    4. Create breakdowns to define how you want to group and filter collected scores.
      Breakdowns organize data and enable you to analyze or compare subsets of the indicator data. Breakdowns associate indicator scores with elements from a breakdown source, such as to organize incident scores based on the value of the Assignment group field using elements from a breakdown source on the Groups table.

      For example, you can break down incident data by priority or by assignment group, such as to show scores only for incidents with a certain priority, or to compare scores across assignment groups.

  4. After you have defined the data you want to collect and any breakdowns you want to apply, set up and run data collection jobs to populate the scores.
    1. Create and schedule data collection jobs to collect data and populate indicator scores.
      You can manually run historical data collection to collect scores for existing records. Run a historical data collection job once after defining new indicators, then use a scheduled data collection job to keep the scores updated.
    2. Check the job log to see if the data collection jobs have run successfully.
  5. After you have confirmed that the data collection jobs ran successfully, view the collected scores and create widgets to visualize the data.
    1. View the scorecards for your indicators to ensure that the scores were populated as expected.
      Scorecards display a detailed view of data for a single indicator.
    2. Create widgets to define how to visualize the collected scores and add the widgets to a dashboard.
      Widgets enable for additional visualization and formatting options that are not available from scorecards. You can create any number of widgets for your indicators. Widgets only display scores and do not modify the underlying indicator data.

What to do next

After successfully implementing a simple Performance Analytics configuration, consider taking advantage of these advanced options to refine your data:
  • Define bucket groups to break down data in user-defined ranges.
  • Create scripts to do more advanced data collection, or to organize scores into bucket groups.
  • Apply time series to view aggregate data over different time ranges.
  • Apply multi-level breakdowns to group and filter data by multiple dimensions.
  • Create indicator groups to organize indicators, and to use with widgets that display multiple indicators such as a scorecard list widget.
  • Define improvement goals by creating targets and thresholds.
  • Create formula indicators to generate scores based on a formula, or manual indicators to manually enter scores.