Key Performance Indicators in the Chart of Accounts

Apliqo FPM comes with a wide range of common financial KPIs that can be maintained in the KPI section of the CoA maintenance. Most of the standard KPIs are defined using the fixed accounts, i.e. if all of the fixed accounts (not only the mandatory ones) are defined you will already be able to benefit from the pre-defined KPIs. Like with the fixed accounts all KPIs are configured in relation to a chart of accounts (operational or planning).

Edit existing KPI

Click on the edit icon next to the KPI you want to edit. You can now change the description, calculation method and format (if you want to display as percentage for instance) of the KPI. The components of the KPI (A, B, ...) will be revealed based on the chosen calculation method and can then be selected. If needed in the two fields to the right-hand side of each variable you can optionally specify the GL Measure (opening balance, movement or closing balance) as well as a specific time analysis measure (e.g. moving annual total, year-to-date etc.). If such a measure is specified the KPI will always be calculated with this measure rather than changing based on the selection in a report. Click "Save" to apply any changes you made to the KPI.

Create new KPI

To add a new KPI use the "Create" button from the toolbar, then specify the code of the new KPI (recommended to begin with C3KPI_) and the Group you want to add the KPI to. When the dialogue is confirmed the new KPI will be created and can then be edited / set up as described above.

Please note that changes to the KPIs, like any changes to the chart of accounts, will only become available to end users after the CoA has been synchronised and might additionally require an update of the General Ledger rules. The later happens automatically after the CoA synchronisation if required.