How to build - KPI function with varying start dates, term lengths, and repeating?

jakesachs
jakesachs
in Modeling

We'd like to do something but I am not sure how to do it or if it is possible. Basically creating a KPI system for employees where managers can create KPIs for employees that are 3/6/9 months in length, start at any given month, and then continually repeat.

So if John has a KPI start in March of 2025 that is for 3 months, it should be from March-May, then again from June-Aug, Sept-Nov, Dec-Feb 26, etc. We need to be able to create a KPI starting in any month, any employee, for either 3/6/9 period repeating.

Any help in how this could be built or if it is possible would be great.

I was thinking maybe the KPI needs to be a child list of the employee rather than a list itself, because if it is its own list there would be a lot of sparsity in a module that has both the employee list and KPI list.

Answers

  • SriNitya
    SriNitya

    Create Employee list and KPI lists as two different lists.
    Create a module dimensioned by Employee and KPI lists (expecting that Employee to KPI relation is 1: many) and then ask user to input start date and duration of months then derive end date from duration for the KPI's.
    Hope it helps.

  • devrathahuja
    devrathahuja

    Hi @jakesachs ,
    If there is minimal overlap between the KPIs of different employees then it makes sense to have it as a child of the employee, otherwise it'd be better to have it as 2 separate lists.

    You could then create a module with start date & duration which will be used in your tracking module.

    The tracking module would be time dimensioned where you can filter out the views for each employee depending on the KPI durations.

    In this case you'd see John & all the KPIs relevant to him for Mar-May, but when you select another employee say Jake, who has a 6m KPI with same start date, you'd see Mar-Aug for him.

    Hope this helps! :)

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