KPI Evaluation

You want to compare the target values of the KPIs of the selected planning activities together with the values that have actually been achieved in a bar chart. The values that have actually been achieved are written into the bars. The extent to which the targets have been achieved based on the return of investment (ROI) is displayed as a percentage above the individual bars.

1. Click > Planner > Reports > KPI Evaluation.

2. Select the year of the marketing plan from the dropdown list.

3. From the Currency dropdown list, choose whether you want to select an element for a specific working currency or whether the element is displayed in the reference currency.

4. In the Project area, select the element of the tree structure for which you want to create the report. Click the arrow icon in the Project area to go one level up from the level that is currently selected.

5. Click Generate Report.

The report has been created. Click Export to save the generated diagram locally as a graphics file.