PPS Monitoring Server Sample Scorecards
Microsoft Corporation
September 2007
Applies to:
PerformancePoint Monitoring Server
Summary: This document provides an overview of the scorecards that are included in the Monitoring Server Samples file.
This documentation is updated on a regular basis. To obtain the most current version, go to PerformancePoint Server on Microsoft Office Online (http://go.microsoft.com/fwlink/?LinkID=96771).
This document is an overview of the scorecards that are in the Monitoring Server Samples application, which is included with Microsoft® Office PerformancePoint™ Server 2007. Use the files in the Sample Scorecards folder to familiarize yourself with the variety of scorecards and key performance indicators (KPIs) that you can create by using PerformancePoint Dashboard Designer.
All sample scorecards use fixed-values data sources, so they do not require connections to external data. You can view the sample scorecards in Dashboard Designer and deploy them to dashboards. Either way, you can use the sample scorecards to explore the capabilities of PerformancePoint Monitoring Server.
Sample application files and data are on the product CD. After you browse the product CD and locate the .msi file, run it on the computer on which you plan to install the sample application and data files. To view the sample data, including the scorecards that are described in this document, follow the instructions that are provided in the next section.
This section contains a description and screen image for the sample scorecards that are available in the Sample Scorecards folder. The sample scorecards are listed in this document by their file names in the Sample Scorecards folder.
To open a sample scorecard, use the following procedure:
- In Dashboard Designer, click the Microsoft Office button, and then click Open.
- Browse to the folder that contains the sample scorecards. (The default location for the sample files is C:\Program Files\Microsoft Office PerformancePoint Server 2007\3.0\Samples\Sample Scorecards).
- Click a scorecard name to select it, and then click OK.
- Click the Home tab, and then click Refresh All. The scorecard you selected is now available in the Dashboard Designer workspace for you to view, edit, or deploy. To see the scorecards as they are displayed in this document, click the Editor tab in the workspace.
The scorecard in Figure 1 provides a detailed view of metrics for online sales, including sales discounts, profit, cost, and order information.
Figure 1.– AdventureWorks Online Sales
The scorecard in Figure 2 provides a detailed view of metrics for resellers, including reseller discounts, profit, cost, and order information.
Figure 2.– AdventureWorks Reseller
The scorecard in Figure 3 provides a detailed view of metrics for retail sales information, including general sales discounts, profit, cost, and order information.
Figure 3.– AdventureWorks Retail Sales
The scorecard in Figure 4 provides a detailed view of metrics for financial information, such as profit and loss line items, that you would see in a general ledger (GL) application (this example uses Axapta GL).
Figure 4.– Axapta GL
The scorecard in Figure 5 provides a detailed view of corporate governance metrics. This type of framework encourages the efficient use of resources and accountability for the stewardship of those resources, including revenue growth, accounts receivable and accounts payable aging, percent to revenue, and operating margin.
Figure 5.– Corporate Governance
CRM
The scorecard in Figure 6 provides a detailed view of performance for customer relationship management (CRM) metrics, including account- and contact-based opportunities, revenue growth, and opportunity win-loss ratio.
Figure 6.– CRM
The scorecard in Figure 7 provides a detailed view of metrics for customer interaction, including details, such as infrastructure activity, folder statistics, and log records.
Figure 7.– Customer Exchange
The scorecard in Figure 8 provides a detailed view of metrics for customer sales, including customer retention, customer sales, and potential revenue.
Figure 8.– Customer Sales
The scorecard in Figure 9 provides a detailed view of metrics for customer segmentation, including revenue and growth per segment, profitability, and market success factor analysis.
Figure 9.– Customer Segmentation
The scorecard in Figure 10 provides a detailed view of metrics for profit and expense accounts. This type of information is useful for maintaining compliance with internal and external reporting requirements.
Figure 10.– Dynamics AX Finance
The scorecard n Figure 11 provides a detailed view of profit and revenue information regarding the Microsoft Dynamics™ NAV enterprise resource planning (ERP) software package.
Figure 11.– Dynamics NAV Finance
The scorecard in Figure 12 provides a detailed view of metrics for basic financial information, including accounts receivable, invoicing, and purchase orders.
Figure 12.– Finance
The scorecard in Figure 13 provides a detailed view of metrics for food and beverage expenditures that a hotel would accumulate over time.
Figure 13.– Food and Beverages
The scorecard in Figure 14 provides a detailed view of metrics for general hotel, luxuries, and guest data including total rooms available, total percentage of rooms occupied, number of paid guests, and number of spa suites.
Figure 14.– Hotel Room
The scorecard in Figure 15 provides a detailed view of personnel metrics, including revenue and cost per employee, skills inventory, and employee retention.
Figure 15.– Human Resources
The scorecard in Figure 16 provides a detailed view of metrics for Internet Information Services (IIS), including usage data and browser statistics.
Figure 16.– IIS
The scorecard in Figure 17 provides a detailed view of metrics for incidents, resource usage and capacity, and other server details for an information technology (IT) department.
Figure 17.– IT Health
The scorecard in Figure 18 provides a detailed view of metrics for sales and income attained by a hotel, including events, Internet charges, and store purchases.
Figure 18.– Local Source of Income
The scorecard in Figure 19 provides a detailed view of metrics for the number of employees in each department of a hotel.
Figure 19.– Number of Employees
The scorecard shown in Figure 20 provides a detailed view of metrics for Active Directory and Microsoft Dynamics CRM usage activities.
Figure 20.– SQL Profiler
The scorecard in Figure 21 provides a detailed view of metrics pertaining to planning, sourcing, making, and delivering goods.
Figure 21.– Supply Chain
The scorecard in Figure 22 provides a detailed view of performance metrics for employees’ hours, based on information that comes from employee timesheets, including billable work and capacity.
Figure 22.– Time Sheet
The scorecard in Figure 23 provides a detailed view of performance metrics for utility expenditures for a hotel.
Figure 23.– Utility Stats
The scorecards that are included in the Monitoring Server Samples file provide an overview of the kinds of scorecards that you can create by using Dashboard Designer. You can use these examples to design your own metrics and scorecards to monitor performance for your organization.
For more information and step-by-step instructions, see Dashboard Designer Help.
You can also explore the sample dashboards that are available in the Monitoring Server Samples data file, alongside the sample scorecards.
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