Sales Performance Indicators

Maintained by:

Other PI Pages

Legends

Health

Value	Level	Meaning
3	Okay	The KPI is at an acceptable level compared to the threshold
2	Attention	This is a blip, or we’re going to watch it, or we just need to enact a proven intervention
1	Problem	We'll prioritize our efforts here
-1	Confidential	Metric & metric health are confidential
0	Unknown	Unknown

How to work with pages like this

Pages

Pages, such as the Engineering Function Performance Indicators page are rendered by an ERB template that contains HTML code.

Any changes to the Performance Indicator (PI) ERB template will cascade to all links under the Other PI Pages section
To add, delete, or update (K)PI information (including title, description, etc), make changes to the corresponding Performance Indicators data file. See more details in the Data section below.
To update the way each individual (K)PI displays:
- make changes to the Performance Indicators List ERB file for how the (K)PI is displayed on the KPI Index page
- make changes to the Performance Indicators ERB file for any other properties and its format
When adding a new PI page,
- create the new PI page in the business division's handbook section (like the Engineering Division page)
- include the relative link to the PI page in the Performance Indicators List ERB file
- add all the (K)PI information into the corresponding Performance Indicators data file

Helper Functions

These ERB templates calls custom helper functions that extract and transform data from the Performance Indicators data file.

The kpi_list_by_org(org) helper function takes a required string argument named org (deparment or division level) that returns all the KPIs (pi.is_key == true) for a specific organization grouping (pi.org == org) from the Performance Indicators data file.
The pi_maturity_level(performance_indicator) helper function automatically assigns a maturity level based on the availability of certain data properties for a particular PI.
The pi_maturity_reasons(performance_indicator) helper function returns a reason for a PI maturity based on other data properties.
The performance_indicators(org) takes a required string argument named org (deparment or division level) that returns two lists - a list of all KPIs and a list of all PIs for a specific organization grouping (department/division).
The signed_periscope_url(data) takes in the sisense_data property information from Performance Indicators data files and returns a signed chart URL for embedding a Sisense chart into the handbook.

Data

The heart of pages like this are Performance Indicators data files which are YAML files. Each - denotes a dictionary of values for a new (K)PI. The current elements (or data properties) are:

Property	Type	Description
`name`	Required	String value of the name of the (K)PI. For Product PIs, product hierarchy should be separate from name by " - " (Ex. {Stage Name}:{Group Name} - {PI Type} - {PI Name}
`base_path`	Required	Relative path to the performance indicator page that this (K)PI should live on
`definition`	Required	refer to Parts of a KPI
`parent`	Optional	should be used when a (K)PI is a subset of another PI. For example, we might care about Hiring vs Plan at the company level. The child would be the division and department levels, which would have the parent flag.
`target`	Required	The target or cap for the (K)PI. Please use `Unknown until we reach maturity level 2` if this is not yet defined. For GMAU, the target should be quarterly.
`org`	Required	the organizational grouping (Ex: Engineering Function or Development Department). For Product Sections, ensure you have the word section (Ex : Dev Section)
`section`	Optional	the product section (Ex: dev) as defined in sections.yml
`stage`	Optional	the product stage (Ex: release) as defined in stages.yml
`group`	Optional	the product group (Ex: progressive_delivery) as defined in stages.yml
`category`	Optional	the product group (Ex: feature_flags) as defined in categories.yml
`is_key`	Required	boolean value (true/false) that indicates if it is a (key) performance indicator
`health`	Required	indicates the (K)PI health and reasons as nested attributes. This should be updated monthly before Key Reviews by the DRI.
`health.level`	Optional	indicates a value between 0 and 3 (inclusive) to represent the health of the (K)PI. This should be updated monthly before Key Reviews by the DRI.
`health.reasons`	Optional	indicates the reasons behind the health level. This should be updated monthly before Key Reviews by the DRI. Should be an array (indented lines starting with dashes) even if you only have one reason.
`urls`	Optional	list of urls associated with the (K)PI. Should be an array (indented lines starting with dashes) even if you only have one url
`funnel`	Optional	indicates there is a handbook link for a description of the funnel for this PI. Should be a URL
`sisense_data`	Optional	allows a Sisense dashboard to be embeded as part of the (K)PI using chart, dashboard, and embed as neseted attributes.
`sisense_data.chart`	Optional	indicates the numeric Sisense chart/widget ID. For example: `9090628`
`sisense_data.dashboard`	Optional	indicates the numeric Sisense dashboard ID. For example: `634200`
`sisense_data.shared_dashboard`	Optional	indicates the numeric Sisense shared_dashboard ID. For example: `185b8e19-a99e-4718-9aba-96cc5d3ea88b`
`sisense_data.embed`	Optional	indicates the Sisense embed version. For example: `v2`
`sisense_data_secondary`	Optional	allows a second Sisense dashboard to be embeded. Same as `sisense data`
`sisense_data_secondary.chart`	Optional	Same as `sisense_data.chart`
`sisense_data_secondary.dashboard`	Optional	Same as `sisense_data.dashboard`
`sisense_data_secondary.shared_dashboard`	Optional	Same as `sisense_data.shared_dashboard`
`sisense_data_secondary.embed`	Optional	Same as `sisense_data.embed`
`public`	Optional	boolean flag that can be set to `false` where a (K)PI does not meet the public guidelines.
`pi_type`	Optional	indicates the Product PI type (Ex: AMAU, GMAU, SMAU, Group PPI)
`product_analytics_type`	Optional	indicates if the metric is available on SaaS, SM (self-managed), or Both.
`is_primary`	Optional	boolean flag that indicates if this is the Primary PI for the Product Group.
`implementation`	Optional	indicates the implementation status and reasons as nested attributes. This should be updated monthly before Key Reviews by the DRI.
`implementation.status`	Optional	indicates the Implementation Status status. This should be updated monthly before Key Reviews by the DRI.
`implementation.reasons`	Optional	indicates the reasons behind the implementation status. This should be updated monthly before Key Reviews by the DRI. Should be an array (indented lines starting with dashes) even if you only have one reason.
`lessons`	Optional	indicates lessons learned from a K(PI) as a nested attribute. This should be updated monthly before Key Reviews by the DRI.
`lessons.learned`	Optional	`learned` is an attribute that can be nested under `lessons`and indicates lessons learned from a K(PI). This should be updated monthly before Key Reviews by the DRI. Should be an array (indented lines starting with dashes) even if you only have one lesson learned
`monthly_focus`	Optional	indicates monthly focus goals from a K(PI) as a nested attribute. This should be updated monthly before Key Reviews by the DRI.
`monthly_focus.goals`	Optional	indicates monthly focus goals from a K(PI). This should be updated monthly before Key Reviews by the DRI. Should be an array (indented lines starting with dashes) even if you only have one goal
`metric_name`	Optional	indicates the name of the metric in Self-Managed implemenation. The SaaS representation of the Self-Managed implementation should use the same name.

Guidelines

Please reference the Engineering Metrics Page for guidelines on chart visualization formatting.

Please see the Sales Handbook Definitions Doc