Workflow for creating indicators
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- UpdatedAug 3, 2023
- 5 minutes to read
- Vancouver
- Performance Analytics
Start with Now Platform tables and work your way up to a completed indicator with score collection that you can share on a dashboard.
Before you begin
Design your KPIs before trying to create them. Using KPI Composer, start by deciding on the business goals you want to achieve with Performance Analytics. For each business goal, determine the critical success factors for that goal. Finally, decide what measurements you need to make to see your progress on those critical success factors. These measurements correspond to the KPIs you need to implement. For more information about designing your Performance Analytics Solution, see Design your Performance Analytics solution with KPI Composer.
Once you have your PA indicators designed, check whether one of the prepackaged Platform Analytics Solutions available from ServiceNow meets your needs. Generally speaking, it is a lot easier to customize one of these prepackaged Solutions than to build one from scratch. For more information, see Analytics solutions.
Role required: none
About this task
When you know what KPIs you need, you can begin to create indicators and breakdowns and, if necessary, their data sources. The following workflow applies to automated indicators, which are the implementation of KPIs that collect scores from Now Platform database tables. (Remember that you can combine and apply operations to automated indicators in formula indicators. You can also have manual indicators and external indicators, which do not refer to the Now Platform database at all.)
Whereas designing KPIs for Performance Analytics is a top-down process, the technical implementation of indicators is a bottom-up process:
Procedure
Result
At the end of this workflow, you have an automated indicator that is populated with data. This automated indicator corresponds to a measurement, a critical success factor, or a supporting indicator that you designed in KPI Composer.
What to do next
You can include this indicator in a formula indicator. You can also design widgets to visualize the indicator and create dashboards to share these visualizations with the appropriate stakeholders.