managing performance metrics with pmm

Managing Performance Metrics with PMM

Bob Jude Ferrante

Managing Performance Metrics with PMM Overview

This session will show metrics management in action.You will leave this session with a solid understanding of how

PMM lets you: Deploy metric dashboards designed to present &

communicate metrics. Comment & Alert on your metrics Manage these metrics centrally. Manage designs & preferences for Dashboards centrally &

create and deploy new ones fast Quickly design new standard metrics from templates

Summit 2008:Managing Performance Metrics with PMM

Dashboards

Managing Performance Metrics with PMM Dashboards

Let’s log on to PMM…

exec (a consumer)

Managing Performance Metrics with PMM Dashboards

Here is an example of a Dashboard

Some line Chart gadgets

Bullet Chart gadget

What do we mean by “Gadget?”A Grid gadget

Managing Performance Metrics with PMM Dashboards

Let’s change a Gadget’s

preferences

Click anywhere in this area.

Managing Performance Metrics with PMM Dashboards

A border now appears around

the Gadget with a toolbar.

Click the Preferences

button

Let’s change a Gadget’s

preferences

Managing Performance Metrics with PMM Dashboards

Click the Multi-Select Measure

button

Gadget preferences dialog

Managing Performance Metrics with PMM Dashboards

Multi-select Sales, COGS & Profit

Preferences dialog

Click Accept.Click Add>>

Click Save

Preferences dialog

Managing Performance Metrics with PMM Dashboards

These preferences will be

remembered across your

sessions

Preferences dialog

Managing Performance Metrics with PMM Dashboards

Click COGS for West & choose

Measure Details.

Drilling to detail…

Managing Performance Metrics with PMM Dashboards

Here is the breakout for

Location.

Here is detail…

Managing Performance Metrics with PMM Dashboards

Click the Dashboard’s

Preferences button

Let’s switch Dashboards…

Managing Performance Metrics with PMM Dashboards

Choose Operational

Dashboard - 03

In the Dashboard Preferences

dialog…

Click Preview.

Managing Performance Metrics with PMM Dashboards

Different Gadgets

Looking at another Dashboard…

Repeated Gadgets for comparison

Managing Performance Metrics with PMM Dashboards

Click the Dashboard’s

Preferences button again

Let’s switch again…

Managing Performance Metrics with PMM Dashboards

Choose Measures – Rolling 5

Periods

In the Dashboard Preferences

dialog…

Click Preview.

Managing Performance Metrics with PMM Dashboards

Let’s stop here for a moment…

Summit 2008:Managing Performance Metrics with PMM

Central Metrics Management

Managing Performance Metrics with PMM The Difference

A report

Shows raw data rolled up for

branches

Shows processed or

calculated data

Drills to related reports

Gets right at operational

data.

Managing Performance Metrics with PMM The Difference

A report

Anything missing from this picture – in terms of making the information useful for running a

business?

Managing Performance Metrics with PMM The Difference

Can we roll up all our

measures the same way?

Can we re-use these

calculations?

Can we standardize

our drilldowns?

Where is the notion of what these numbers SHOULD be –

our goals?

And what about

looking at changes

over time?

A report

Do we have a notion of what’s

most important?

Managing Performance Metrics with PMM The Difference

A report

Dim

en

sio

n

Metric Metric Metric Metric Metric

Managing Performance Metrics with PMM The Difference

Metric Metric Metric Metric Metric

Dim

en

sio

n

Dim

en

sio

n

Dim

en

sio

n

Metric Metric Metric Metric Metric

Master dataPool of metrics

Managing Performance Metrics with PMM Calculations are reusable

Each metric is re-usable across all views and graphs.Calculations are stored with the metric as properties. No

magic code buried in reports.

Managing Performance Metrics with PMM Metrics all can roll up the same way

Click Location.

Let’s look at how they roll up…

Managing Performance Metrics with PMM Metrics all can roll up the same way

Drill into WEST and LA and then click

LA.

Drill into a Dimension…

Managing Performance Metrics with PMM Metrics all can roll up the same way

Measures just for LA

All Measures roll up and attach to

Dimension levels…

Logic of these metrics’ structure

is built into the metrics, not report code

Managing Performance Metrics with PMM Each metric can have standard drill contexts

Let’s see a drill context:

Click Profit, then Measure Breakout

Managing Performance Metrics with PMM Each metric can have standard drill contexts

Let’s see a drill context:

A mini-Dashboard for this metric

Managing Performance Metrics with PMM Goals for each metric are built into the metric

Goals?

Note there are two numbers: Actual &

Target.

Managing Performance Metrics with PMM Goals for each metric are built into the metric

What do we mean by “Goals?”

Actual is the actual quantity achieved for the

metric.

Target (Goal) is what the metric

should be achieving.

% Reached is how far the metric has gone toward its

target.

Click < Back

Managing Performance Metrics with PMM Metrics all can roll up the same way

Because they’re using % Reached as the “apple,” it doesn’t matter if the units of measure differ. So you can compare

dollars to kilograms with no magic math.

Different metrics show for different quantities,

yet all is “apples to apples…”

Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed

On Profit, click and select Measure Properties..

Let’s look at measure documentation…

Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed

What the measure is.

Measure properties describe:

How it was calculated.

How it is rolled up.

Click < Back.

Managing Performance Metrics with PMM Trending – changes over time

Click the Dashboard’s

Preferences button again

Let’s switch again…

Managing Performance Metrics with PMM Trending – changes over time

Choose Operational

Dashboard - 06

Click Preview.

Managing Performance Metrics with PMM Trending – changes over time

Select the gadget on the top right and

click the Preferences

button.

Let’s work with a trending gadget…

Managing Performance Metrics with PMM Trending – changes over time

Click the Measure multi-select.

Let’s work with the trending gadget…

Click Sales, COGS, Profit,

Margins and click Add >.

Click Accept.

Managing Performance Metrics with PMM Trending – changes over time

Let’s work with the trending gadget…

From the Time dropdown, click

Last 5 Quarters.

Click Save.

Managing Performance Metrics with PMM Trending – changes over time

Let’s work with the trending gadget…

Time is a Dimension, so trends are natural (“Last 5 Quarters”)

Summit 2008:Managing Performance Metrics with PMM

Comments & Alerts

Managing Performance Metrics with PMM Comments & Alerts

Notice the comments on the

gadget…

Hover over these little word balloons.

You see comments entered, the user, & the date they were

entered.

Managing Performance Metrics with PMM Comments & Alerts

Notice the comments on the

gadget…

Click the comment.

Ah… it’s called Feedback. Click the

menu item.

Managing Performance Metrics with PMM Comments & Alerts

Feedback allows users to publicly

comment measures

Here is that comment

PMM tracks measure state at

time of comment & other information for

you.

Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

Type a comment here.

Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

“We checked the numbers twice. They are nice.”

Click Save

Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

You new comment is added.

We call this “feedback

blogging.” Can you guess

why?

Managing Performance Metrics with PMM Comments & Alerts

Feedback blogging is powerful.

Refresh the gadget

Hover. Your new comments are

displayed. Everyone who can see this

measure can see them.

Managing Performance Metrics with PMM Comments & Alerts

Let’s talk about Alerts.

This gadget shows Fired Alerts

Managing Performance Metrics with PMM Comments & Alerts

Fired Alerts allow you to track Alerts

you have received.

Click the first Fired Alert.

Choose Add Comments or

Reassign.

Managing Performance Metrics with PMM Comments & Alerts

You can comment & assign Fired Alerts

for action.

Type a comment.

“Please get your forecasts

in.”

Managing Performance Metrics with PMM Comments & Alerts

You can comment & assign Fired Alerts

for action.

Click the dropdown.

Assign it to Master Planner.

Click Save & close the Window.

Managing Performance Metrics with PMM Comments & Alerts

You can comment & assign Fired Alerts

for action.

The Alert is now on their desktop!

Managing Performance Metrics with PMM Comments & Alerts

Creating a new Alert is easy.

Click the New Alert icon.

Managing Performance Metrics with PMM Comments & Alerts

The Alert Wizard is easy to use. Select Profit.

Turns Red.Click Next>>.

Managing Performance Metrics with PMM Comments & Alerts

The Alert Wizard is easy to use. Select Profit.

Email subject is pre-filled, or you can

change it. Click Next>>.

Managing Performance Metrics with PMM Comments & Alerts

The Alert Wizard is easy to use.

Run it on the 1st and 15th. Click Save. That’s it!

Summit 2008:Managing Performance Metrics with PMM

Creating Metrics from Templates

Managing Performance Metrics with PMM Comments & Alerts

Let’s log on to PMM as a creator of

measures…

Click Logoff.

Managing Performance Metrics with PMM Dashboards

pmmadmin(a creator)

Let’s log on to PMM as a creator of

measures…

Managing Performance Metrics with PMM Comments & Alerts

The Administrator’s Dashboard.

Click Administration.

Managing Performance Metrics with PMM Comments & Alerts

The Administration tab.

Click New Measure Wizard.

Managing Performance Metrics with PMM Comments & Alerts

Click Std Metrics.

You can create a Measure from a

Template.

Managing Performance Metrics with PMM Comments & Alerts

Click Financial.

There are lots of categories of

measure templates.

Managing Performance Metrics with PMM Comments & Alerts

Click EBITDA.

The Financial Metrics

Templates…

Click Import.

“earnings before

interest, tax, depreciation

and amortization.”

Managing Performance Metrics with PMM Comments & Alerts

Make this say “TO”The template is now

imported into memory.

Click the Slider button.

Managing Performance Metrics with PMM Comments & Alerts

Click Accept Values.

Adjust Tolerances for the metric…

Drag Threshold to

10%.

Drag Flex to 2%.

Managing Performance Metrics with PMM Comments & Alerts

The template is now imported into

memory.

Click Next >>.

Managing Performance Metrics with PMM Comments & Alerts

Click Entry Formulas.

Adjust capture frequency…

Change to Quarter

Change to Region Do NOT

click Next.

Managing Performance Metrics with PMM Comments & Alerts

Formulas come from the Measure

Template.

For Target, click Edit

Managing Performance Metrics with PMM Comments & Alerts

Click OK.

Add pluses to the formula

here.

And here.

Managing Performance Metrics with PMM Comments & Alerts

Click Next

Managing Performance Metrics with PMM Comments & Alerts

If you type in the

components…

PMM generates the capture sheet. All your users with

access to enter this measure can now

get this online.

… PMM calculates

Actual & Target

Summit 2008:Managing Performance Metrics with PMM

Build a Dashboard

Managing Performance Metrics with PMM Build a Dashboard

Click Gadget Design

Creating a new PMM Dashboard

Right-click under Page Designs

and select New.

Managing Performance Metrics with PMM Build a Dashboard

Name it My New

Dashboard.

Name the new Dashboard

Managing Performance Metrics with PMM Build a Dashboard

Select it Metric – Performance

Gauge A.

Specify the gadget to use

Click Add 3 times.

Managing Performance Metrics with PMM Build a Dashboard

Select Metric – Performance

Gauges B & C.

Now we have three more gadgets to

specify…

Select Metric – Performance

Grid.

Managing Performance Metrics with PMM Build a Dashboard

Set Top to0

2014020.

Now let’s specify their positioning…

Set Left to 000

221

Click Save, then Preview.

Managing Performance Metrics with PMM Build a Dashboard

Your very first Dashboard.

Gadgets

Summit 2008:Managing Performance Metrics with PMM

Questions?

Summit 2008:Managing Performance Metrics with PMM

Thank You!