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GL - Investments

KPIQuantifiable measurements, agreed to beforehand, that reflect the critical success factors (of the company, department, project, individual). 160

This KPI provides the following default drill paths:

GL chart
division
territory

The metricA measure used to assess performance in a key area of a business. rank values displayed in the KPI History and KPI Definition screens is the aggregated value of the first item for the first drill path only. Additionally, displayed rank-based metric values in these screens are not applicable.

To viewA set of data connected to a cube, deliberately laid out to communicate business information. the actual values for each KPI drill path, click History, select a snapshot date, and click Drill Down.

The displayed value of each metric is an aggregation of the data, up to the viewed levelIn a hierarchy, a level indicates a group of common or related members. For example, in a Time level, members may include Year, Month, Day or Fiscal Year, Calendar Year, etc. of the selected drill path, as of the As At snapshot date.

Metric	Definition
Investments YTD	Investments acquired end ytdon the last day of the current financial year.
Investments Last YTD	Investments acquired end ly ytdon the last day of the previous financial year.
% Change YTD	The change in investments between the current snapshot date and end ytdon the last day of the current financial year, expressed as a percentage of the previous year's investments.
Actual Change YTD	The change in investments between the current snapshot date and last yearat the same time last year.
Investments YTD Target Variance	The difference between the investments acquired end ytdon the last day of the current financial year and the target investments value.
Investments YTD Target Variance %	The difference between the investments acquired end ytdon the last day of the current financial year and the target investments value, expressed as a percentage of the target investment value.
Investments MTD	Investments acquired end mtdon the last day of the current financial period.
Investments LY MTD	Investments acquired end ly mtdon the last day of the same period of the previous financial year.
% Change MTD	The change in investments between the current snapshot date and end mtdon the last day of the current financial period, expressed as a percentage of the previous year's investments.
Actual Change MTD	The change in investments between the current snapshot date and the investments last yearat the same time last year.
Investments MTD Target Variance	The difference between the investments acquired end mtdon the last day of the current financial period and the target investments value.
Investments MTD Target Variance %	The difference between the investments acquired end mtdon the last day of the current financial period and the target investments value, expressed as a percentage of the target investments value.
Investments QTD	Investments acquired end quarteron the last day of the current financial quarter.
Investments LY QTD	Investments acquired end ly qtron the last day of the same quarter of the previous financial year.
% Change QTD	The change in investments between the current snapshot date and end quarteron the last day of the current financial quarter, expressed as a percentage of the previous year's investments.
Actual Change QTD	The change in investments between the current snapshot date and last yearat the same time last year.
Investments QTD Target Variance	The difference between the investments acquired end quarteron the last day of the current financial quarter, and the target investment value.
Investments QTD Target Variance %	The difference between the investments acquired end quarteron the last day of the current financial quarter, and the target investments value, expressed as a percentage of the target investments value.
Investments HY	Investments acquired end half yearon the last day of the current financial half year.
Investments LY HY	Investments acquired end ly hyon the last day of the same half year of the previous financial year.
% Change HY	The change in investments between the current snapshot date and the investments end half yearon the last day of the current financial half year, expressed as a percentage of the previous year's investments.
Actual Change HY	The change in investments between the current snapshot date and the investments last yearat the same time last year.
Investments HY Target Variance	The difference between the investments acquired end half yearon the last day of the current financial half year, and the target investments value.
Investments HY Target Variance %	The difference between the investments acquired end half yearon the last day of the current financial half year, and the target investments value, expressed as a percentage of the target investments value.