How Performance Analytics module items are related
Performance Analytics is a powerful tool to generate standard and custom trend reports. With Performance Analytics you’re able to create strategic reports and KPI dashboards that typically can’t be created with the standard reports module. Often these reports are created outside ServiceNow with MS Excel. This is a time-consuming process of extracting data, importing it in Excel, creating pivot tables, generating reports and sending them to the management team by which time the data is no longer up to date. Performance Analytics can easily replace and improve this process. Used in a correct and sophisticated manner, Performance Analytics generates cost savings from the moment you start using it. Most customers have already heard about Performance Analytics and want to use it to gain more insight in their current ServiceNow data and be able to act on it as well as influence the results. The only problem is where to start?
By opening the Performance Analytics module more than 25 module items pop-up. Some you might be familiar with, others are only used for Performance Analytics and can be somewhat confusing. A lot of information about the functions of Performance Analytics is written on the ServiceNow wiki pages. These pages are very helpful if you know what you’re looking for. But it doesn’t provide an overview of the mutual dependencies of the different module items.
To provide more insight in how the module items are related to each other, I want to share this visual overview with you. This overview can be helpful when starting with Performance Analytics, but also if you experience some problems and do not know where to start looking for the problem. The overview itself is quite simple but very powerful. At Plat4mation, we use it to train our own developers in working with and implementing Performance Analytics. The overview describes the important and most frequently used module items of Performance Analytics and shows how they are related to each other.
A solid arrow indicates that a module item is mandatory to create the dependent module item (e.g., an “Indicator source” is necessary to create an “Indicator”, without it, the “Indicator” can’t be created). A dashed arrow indicates that it is optional to the dependent module item (e.g., “Indicators” can be created without the use of a “Breakdown”). The red outlined Scorecard and Dashboard are collections of either Indicators or Widgets.
Building Performance Analytics reports can be a complex task, hopefully this overview gives you some guidelines. If you would like to have more information, contact us via info@plat4mation.com.
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