1. Managing Performance Metrics with PMM Bob Jude Ferrante

2. 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

3. Summit 2008: Managing Performance Metrics with PMM Dashboards

4. Managing Performance Metrics with PMM Dashboards Let’s log on to PMM… exec (a consumer)

5. 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

6. Managing Performance Metrics with PMM Dashboards Let’s change a Gadget’s preferences Click anywhere in this area.

7. 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

8. Managing Performance Metrics with PMM Dashboards Click the Multi- Select Measure button Gadget preferences dialog

9. Managing Performance Metrics with PMM Dashboards Multi-select Sales, COGS & Profit Preferences dialog Click Accept. Click Add>>

10. Click Save Preferences dialog

11. Managing Performance Metrics with PMM Dashboards These preferences will be remembered across your sessions Preferences dialog

12. Managing Performance Metrics with PMM Dashboards Click COGS for West & choose Measure Details. Drilling to detail…

13. Managing Performance Metrics with PMM Dashboards Here is the breakout for Location. Here is detail…

14. Managing Performance Metrics with PMM Dashboards Click the Dashboard’s Preferences button Let’s switch Dashboards…

15. Managing Performance Metrics with PMM Dashboards Choose Operational Dashboard - 03 In the Dashboard Preferences dialog… Click Preview.

16. Managing Performance Metrics with PMM Dashboards Different Gadgets Looking at another Dashboard… Repeated Gadgets for comparison

17. Managing Performance Metrics with PMM Dashboards Click the Dashboard’s Preferences button again Let’s switch again…

18. Managing Performance Metrics with PMM Dashboards Choose Measures – Rolling 5 Periods In the Dashboard Preferences dialog… Click Preview.

19. Managing Performance Metrics with PMM Dashboards Let’s stop here for a moment…

20. Summit 2008: Managing Performance Metrics with PMM Central Metrics Management

21. 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.

22. 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?

23. 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?

24. Managing Performance Metrics with PMM The Difference  A report Dimension Metric

25. Managing Performance Metrics with PMM The Difference Metric Dimension Metric Master data Pool of metrics

26. 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.

27. Managing Performance Metrics with PMM Metrics all can roll up the same way Click Location. Let’s look at how they roll up…

28. 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…

29. 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

30. Managing Performance Metrics with PMM Each metric can have standard drill contexts Let’s see a drill context: Click Profit, then Measure Breakout

31. Managing Performance Metrics with PMM Each metric can have standard drill contexts Let’s see a drill context: A mini-Dashboard for this metric

32. Managing Performance Metrics with PMM Goals for each metric are built into the metric Goals? Note there are two numbers: Actual & Target.

33. 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

34. 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…”

35. 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…

36. 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.

37. Managing Performance Metrics with PMM Trending – changes over time Click the Dashboard’s Preferences button again Let’s switch again…

38. Managing Performance Metrics with PMM Trending – changes over time Choose Operational Dashboard - 06 Click Preview.

39. 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…

40. 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.

41. 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.

42. 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”)

43. Summit 2008: Managing Performance Metrics with PMM Comments & Alerts

44. 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.

45. 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.

46. 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.

47. Managing Performance Metrics with PMM Comments & Alerts You can add comments. Type a comment here.

48. Managing Performance Metrics with PMM Comments & Alerts You can add comments. “We checked the numbers twice. They are nice.” Click Save

49. 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?

50. 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.

51. Managing Performance Metrics with PMM Comments & Alerts Let’s talk about Alerts. This gadget shows Fired Alerts

52. 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.

53. Managing Performance Metrics with PMM Comments & Alerts You can comment & assign Fired Alerts for action. Type a comment. “Please get your forecasts in.”

54. 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.

55. Managing Performance Metrics with PMM Comments & Alerts You can comment & assign Fired Alerts for action. The Alert is now on their desktop!

56. Managing Performance Metrics with PMM Comments & Alerts Creating a new Alert is easy. Click the New Alert icon.

57. Managing Performance Metrics with PMM Comments & Alerts The Alert Wizard is easy to use. Select Profit. Turns Red. Click Next>>.

58. 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>>.

59. Managing Performance Metrics with PMM Comments & Alerts The Alert Wizard is easy to use. Run it on the 1 st and 15 th. Click Save. That’s it!

60. Summit 2008: Managing Performance Metrics with PMM Creating Metrics from Templates

61. Managing Performance Metrics with PMM Comments & Alerts Let’s log on to PMM as a creator of measures… Click Logoff.

62. Managing Performance Metrics with PMM Dashboards pmmadmin (a creator) Let’s log on to PMM as a creator of measures…

63. Managing Performance Metrics with PMM Comments & Alerts The Administrator’s Dashboard. Click Administration.

64. Managing Performance Metrics with PMM Comments & Alerts The Administration tab. Click New Measure Wizard.

65. Managing Performance Metrics with PMM Comments & Alerts Click Std Metrics. You can create a Measure from a Template.

66. Managing Performance Metrics with PMM Comments & Alerts Click Financial. There are lots of categories of measure templates.

67. Managing Performance Metrics with PMM Comments & Alerts Click EBITDA. The Financial Metrics Templates… Click Import. “earnings before interest, tax, depreciation and amortization.”

68. Managing Performance Metrics with PMM Comments & Alerts Make this say “TO” The template is now imported into memory. Click the Slider button.

69. Managing Performance Metrics with PMM Comments & Alerts Click Accept Values. Adjust Tolerances for the metric… Drag Threshold to 10%. Drag Flex to 2%.

70. Managing Performance Metrics with PMM Comments & Alerts The template is now imported into memory. Click Next >>.

71. Managing Performance Metrics with PMM Comments & Alerts Click Entry Formulas. Adjust capture frequency… Change to Quarter Change to Region Do NOT click Next.

72. Managing Performance Metrics with PMM Comments & Alerts Formulas come from the Measure Template. For Target, click Edit

73. Managing Performance Metrics with PMM Comments & Alerts Click OK. Add pluses to the formula here. And here.

74. Managing Performance Metrics with PMM Comments & Alerts Click Next

75. 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

76. Summit 2008: Managing Performance Metrics with PMM Build a Dashboard

77. Managing Performance Metrics with PMM Build a Dashboard Click Gadget Design Creating a new PMM Dashboard Right-click under Page Designs and select New.

78. Managing Performance Metrics with PMM Build a Dashboard Name it My New Dashboard. Name the new Dashboard

79. Managing Performance Metrics with PMM Build a Dashboard Select it Metric – Performance Gauge A. Specify the gadget to use Click Add 3 times.

80. 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.

81. Managing Performance Metrics with PMM Build a Dashboard Set Top to 0 201 402 0. Now let’s specify their positioning… Set Left to 0 0 0 221 Click Save, then Preview.

82. Managing Performance Metrics with PMM Build a Dashboard Your very first Dashboard. Gadgets

83. Summit 2008: Managing Performance Metrics with PMM Questions?

84. Summit 2008: Managing Performance Metrics with PMM Thank You!