KPI Scorecards XML Definition Example

The following code sample is an example of a kpiscorecard SDF custom object with the name Inventory Performance Indicators. This scorecard creates a matrix involving two key performance indicators, Average Inventory and Inventory, one formula Current Ratio, and three ranges, THIS MONTH, LAST MONTH and % CHANGE.

          <kpiscorecard scriptid="custkpiscorecard_inventory_performance_indicators">
  <description>Inventory Performance Indicators</description>
  <name>Inventory Performance Indicators</name>
  <useperiods>F</useperiods>
  <custom>
    <kpi1></kpi1>
    <kpi10></kpi10>
    <kpi2></kpi2>
    <kpi3></kpi3>
    <kpi4></kpi4>
    <kpi5></kpi5>
    <kpi6></kpi6>
    <kpi7></kpi7>
    <kpi8></kpi8>
    <kpi9></kpi9>
  </custom>
  <audience>
    <allemployees>F</allemployees>
    <allpartners>F</allpartners>
    <allroles>T</allroles>
  </audience>
  <kpis>
    <kpi>
      <comparevalueto></comparevalueto>
      <comparewithprevious>F</comparewithprevious>
      <comparisontype></comparisontype>
      <hidden>F</hidden>
      <invertcomparison>F</invertcomparison>
      <kpi>AVERAGEINVENTORY</kpi>
      <label></label>
    </kpi>
    <kpi>
      <comparevalueto></comparevalueto>
      <comparewithprevious>F</comparewithprevious>
      <comparisontype></comparisontype>
      <hidden>F</hidden>
      <invertcomparison>F</invertcomparison>
      <kpi>INVENTORY</kpi>
      <label></label>
    </kpi>
    <kpi>
      <formula>({BANKBAL}+{RECEIVABLES}+{OTHERCURRENTASSET})/({PAYABLES}+{CREDITCARDBAL}+{OTHERCURRENTLIAB})</formula>
      <hidden>F</hidden>
      <kpi>FORMULANUMERIC</kpi>
      <label>Current Ratio</label>
      <lessismore>F</lessismore>
    </kpi>
  </kpis>
  <ranges>
    <range>
      <comparevalueto></comparevalueto>
      <comparewithprevious>F</comparewithprevious>
      <comparisontype></comparisontype>
      <invertcomparison>F</invertcomparison>
      <label></label>
      <range>THIS_MONTH</range>
    </range>
    <range>
      <comparevalueto></comparevalueto>
      <comparewithprevious>F</comparewithprevious>
      <comparisontype></comparisontype>
      <invertcomparison>F</invertcomparison>
      <label></label>
      <range>LAST_MONTH</range>
    </range>
    <range>
      <comparevalueto></comparevalueto>
      <comparewithprevious>T</comparewithprevious>
      <comparisontype>VARIANCE_PERCENT</comparisontype>
      <invertcomparison>F</invertcomparison>
      <label>% Change</label>
      <range>THIS_MONTH</range>
    </range>
  </ranges>
  <highlightings>
    <highlighting>
      <backgroundcolor></backgroundcolor>
      <bold>T</bold>
      <condition>ALWAYS</condition>
      <foregroundcolor>3366ff</foregroundcolor>
      <headline>F</headline>
      <icon></icon>
      <kpiindex>1</kpiindex>
      <rangeindex>ALL</rangeindex>
      <threshold></threshold>
    </highlighting>
  </highlightings>
</kpiscorecard> 

        

The following screenshot shows how the Inventory Performance Indicators KPI scorecard looks to your users in a target NetSuite account:

General Notices