Service providers : Data setup : Customer management - setting up Customer portals : KPI charts for customer contracts : Working with KPI charts : Adding KPI chart groups
Adding KPI chart groups
In Supporting data > KPI charts, you can create a KPI group and link it to multiple contracts. You can specify different threshold values per contract (for the same criteria).
Procedure
1. Go to KPI chart groups.
2. On the action panel, click Add.
3. On the data panel, enter a relevant Code and Name for the KPI chart.
4. Select the No. of thresholds that you want to define for the KPI chart group. You can define a maximum number of 4 thresholds.
5. Click Save.
You have now created a KPI chart group.
You can link contract(s) to this group by clicking the Link contract option on the action panel. In the Link contact pop-up, move the contract(s) from Available to In use and click OK. The linked contract(s) will be displayed in the Linked contracts field in the data panel.