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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:

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Managing performance metrics with pmm overview
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

Summit 2008:Managing Performance Metrics with PMM

Dashboards


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 dashboards1
Managing Performance Metrics with PMM Dashboards

Here is an example of a Dashboard

Bullet Chart gadget

What do we mean by “Gadget?”

Some line Chart gadgets

A Grid gadget


Managing performance metrics with pmm dashboards2
Managing Performance Metrics with PMM Dashboards

Let’s change a Gadget’s preferences

Click anywhere in this area.


Managing performance metrics with pmm dashboards3
Managing Performance Metrics with PMM Dashboards

Let’s change a Gadget’s preferences

A border now appears around the Gadget with a toolbar.

Click the Preferences button


Managing performance metrics with pmm dashboards4
Managing Performance Metrics with PMM Dashboards

Gadget preferences dialog

Click the Multi-Select Measure button


Managing performance metrics with pmm dashboards5
Managing Performance Metrics with PMM Dashboards

Preferences dialog

Multi-select Sales, COGS & Profit

Click Accept.

Click Add>>


Preferences dialog

Click Save


Managing performance metrics with pmm dashboards6
Managing Performance Metrics with PMM Dashboards

Preferences dialog

These preferences will be remembered across your sessions


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Managing Performance Metrics with PMM Dashboards

Drilling to detail…

Click COGS for West & choose Measure Details.


Managing performance metrics with pmm dashboards8
Managing Performance Metrics with PMM Dashboards

Here is detail…

Here is the breakout for Location.


Managing performance metrics with pmm dashboards9
Managing Performance Metrics with PMM Dashboards

Let’s switch Dashboards…

Click the Dashboard’s Preferences button


Managing performance metrics with pmm dashboards10
Managing Performance Metrics with PMM Dashboards

In the Dashboard Preferences dialog…

Choose Operational Dashboard - 03

Click Preview.


Managing performance metrics with pmm dashboards11
Managing Performance Metrics with PMM Dashboards

Looking at another Dashboard…

Different Gadgets

Repeated Gadgets for comparison


Managing performance metrics with pmm dashboards12
Managing Performance Metrics with PMM Dashboards

Let’s switch again…

Click the Dashboard’s Preferences button again


Managing performance metrics with pmm dashboards13
Managing Performance Metrics with PMM Dashboards

In the Dashboard Preferences dialog…

Choose Measures – Rolling 5 Periods

Click Preview.


Managing performance metrics with pmm dashboards14
Managing Performance Metrics with PMM Dashboards

Let’s stop here for a moment…


Summit 2008 managing performance metrics with pmm1

Summit 2008:Managing Performance Metrics with PMM

Central Metrics Management


Managing performance metrics with pmm the difference
Managing Performance Metrics with PMM The Difference

  • A report

Gets right at operational data.

Shows raw data rolled up for branches

Drills to related reports

Shows processed or calculated data


Managing performance metrics with pmm the difference1
Managing Performance Metrics with PMM The Difference

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

  • A report


Managing performance metrics with pmm the difference2
Managing Performance Metrics with PMM The Difference

  • A report

Can we re-use these calculations?

Can we roll up all our measures the same way?

Can we standardize our drilldowns?

Where is the notion of what these numbers SHOULD be – our goals?

Do we have a notion of what’s most important?

And what about looking at changes over time?


Managing performance metrics with pmm the difference3
Managing Performance Metrics with PMM The Difference

  • A report

Dimension

Metric

Metric

Metric

Metric

Metric


Managing performance metrics with pmm the difference4
Managing Performance Metrics with PMM The Difference

Dimension

Metric

Metric

Metric

Metric

Metric

Dimension

Dimension

Metric

Metric

Metric

Metric

Metric

Master data

Pool of metrics


Managing performance metrics with pmm calculations are reusable
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
Managing Performance Metrics with PMM Metrics all can roll up the same way

Let’s look at how they roll up…

Click Location.


Managing performance metrics with pmm metrics all can roll up the same way1
Managing Performance Metrics with PMM Metrics all can roll up the same way

Drill into a Dimension…

Drill into WEST and LA and then click LA.


Managing performance metrics with pmm metrics all can roll up the same way2
Managing Performance Metrics with PMM Metrics all can roll up the same way

Logic of these metrics’ structure is built into the metrics, not report code

All Measures roll up and attach to Dimension levels…

Measures just for LA


Managing performance metrics with pmm each metric can have standard drill contexts
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 contexts1
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
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 metric1
Managing Performance Metrics with PMM Goals for each metric are built into the metric

What do we mean by “Goals?”

Click < Back

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.


Managing performance metrics with pmm metrics all can roll up the same way3
Managing Performance Metrics with PMM Metrics all can roll up the same way

Different metrics show for different quantities, yet all is “apples to apples…”

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.


Managing performance metrics with pmm documentation on metric purpose creation centrally managed
Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed

Let’s look at measure documentation…

On Profit, click and select Measure Properties..


Managing performance metrics with pmm documentation on metric purpose creation centrally managed1
Managing Performance Metrics with PMM Documentation on metric purpose / creation centrally managed

Measure properties describe:

What the measure is.

How it was calculated.

How it is rolled up.

Click < Back.


Managing performance metrics with pmm trending changes over time
Managing Performance Metrics with PMM Trending – changes over time

Let’s switch again…

Click the Dashboard’s Preferences button again


Managing performance metrics with pmm trending changes over time1
Managing Performance Metrics with PMM Trending – changes over time

Choose Operational Dashboard - 06

Click Preview.


Managing performance metrics with pmm trending changes over time2
Managing Performance Metrics with PMM Trending – changes over time

Let’s work with a trending gadget…

Select the gadget on the top right and click the Preferences button.


Managing performance metrics with pmm trending changes over time3
Managing Performance Metrics with PMM Trending – changes over time

Let’s work with the trending gadget…

Click the Measure multi-select.

Click Sales, COGS, Profit, Margins and click Add >.

Click Accept.


Managing performance metrics with pmm trending changes over time4
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 time5
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”)


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Summit 2008:Managing Performance Metrics with PMM

Comments & Alerts


Managing performance metrics with pmm comments alerts
Managing Performance Metrics with PMM Comments & Alerts

Notice the comments on the gadget…

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

Hover over these little word balloons.


Managing performance metrics with pmm comments alerts1
Managing Performance Metrics with PMM Comments & Alerts

Notice the comments on the gadget…

Ah… it’s called Feedback. Click the menu item.

Click the comment.


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Managing Performance Metrics with PMM Comments & Alerts

Feedback allows users to publicly comment measures

PMM tracks measure state at time of comment & other information for you.

Here is that comment


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Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

Type a comment here.


Managing performance metrics with pmm comments alerts4
Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

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

Click Save


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Managing Performance Metrics with PMM Comments & Alerts

You can add comments.

We call this “feedback blogging.” Can you guess why?

You new comment is added.


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Managing Performance Metrics with PMM Comments & Alerts

Feedback blogging is powerful.

Hover. Your new comments are displayed. Everyone who can see this measure can see them.

Refresh the gadget


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Managing Performance Metrics with PMM Comments & Alerts

Let’s talk about Alerts.

This gadget shows Fired Alerts


Managing performance metrics with pmm comments alerts8
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.


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Managing Performance Metrics with PMM Comments & Alerts

You can comment & assign Fired Alerts for action.

Type a comment.

“Please get your forecasts in.”


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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.


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Managing Performance Metrics with PMM Comments & Alerts

You can comment & assign Fired Alerts for action.

The Alert is now on their desktop!


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Managing Performance Metrics with PMM Comments & Alerts

Creating a new Alert is easy.

Click the New Alert icon.


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Managing Performance Metrics with PMM Comments & Alerts

The Alert Wizard is easy to use.

Select Profit.

Turns Red.

Click Next>>.


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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>>.


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Managing Performance Metrics with PMM Comments & Alerts

The Alert Wizard is easy to use.

Run it on the 1st and 15th.

That’s it!

Click Save.


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Summit 2008:Managing Performance Metrics with PMM

Creating Metrics from Templates


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Managing Performance Metrics with PMM Comments & Alerts

Let’s log on to PMM as a creator of measures…

Click Logoff.


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Managing Performance Metrics with PMM Dashboards

Let’s log on to PMM as a creator of measures…

pmmadmin(a creator)


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Managing Performance Metrics with PMM Comments & Alerts

The Administrator’s Dashboard.

Click Administration.


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Managing Performance Metrics with PMM Comments & Alerts

The Administration tab.

Click New Measure Wizard.


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Managing Performance Metrics with PMM Comments & Alerts

You can create aMeasure from a Template.

Click Std Metrics.


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Managing Performance Metrics with PMM Comments & Alerts

There are lots of categories of measure templates.

Click Financial.


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Managing Performance Metrics with PMM Comments & Alerts

The Financial Metrics Templates…

“earnings before interest, tax, depreciation and amortization.”

Click EBITDA.

Click Import.


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Managing Performance Metrics with PMM Comments & Alerts

Make this say “TO”

The template is now imported into memory.

Click the Slider button.


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Managing Performance Metrics with PMM Comments & Alerts

Click Accept Values.

Adjust Tolerances for the metric…

Drag Threshold to 10%.

Drag Flex to 2%.


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Managing Performance Metrics with PMM Comments & Alerts

The template is now imported into memory.

Click Next >>.


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Managing Performance Metrics with PMM Comments & Alerts

Adjust capture frequency…

Change to Quarter

Change to Region

Do NOT click Next.

Click Entry Formulas.


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Managing Performance Metrics with PMM Comments & Alerts

Formulas come from the Measure Template.

For Target, click Edit


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Managing Performance Metrics with PMM Comments & Alerts

Add pluses to the formula here.

And here.

Click OK.


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Managing Performance Metrics with PMM Comments & Alerts

Click Next


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Managing Performance Metrics with PMM Comments & Alerts

PMM generates the capture sheet. All your users with access to enter this measure can now get this online.

… PMM calculates Actual & Target

If you type in the components…


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Summit 2008:Managing Performance Metrics with PMM

Build a Dashboard


Managing performance metrics with pmm build a dashboard
Managing Performance Metrics with PMM Build a Dashboard

Creating a new PMM Dashboard

Click Gadget Design

Right-click under Page Designs and select New.


Managing performance metrics with pmm build a dashboard1
Managing Performance Metrics with PMM Build a Dashboard

Name the new Dashboard

Name it My New Dashboard.


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Managing Performance Metrics with PMM Build a Dashboard

Click Add 3 times.

Specify the gadget to use

Select it Metric – Performance Gauge A.


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Managing Performance Metrics with PMM Build a Dashboard

Now we have three more gadgets to specify…

Select Metric – Performance Gauges B & C.

Select Metric – Performance Grid.


Managing performance metrics with pmm build a dashboard4
Managing Performance Metrics with PMM Build a Dashboard

Click Save, then Preview.

Now let’s specify their positioning…

Set Left to 000221

Set Top to02014020.


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Managing Performance Metrics with PMM Build a Dashboard

Your very first Dashboard.

Gadgets


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Summit 2008:Managing Performance Metrics with PMM

Questions?


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Summit 2008:Managing Performance Metrics with PMM

Thank You!


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