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Home/Docs/Entity Reference/KPI Data — entity reference
REFERENCE · Last reviewed

KPI Data — entity reference

An aggregated KPI result row - the computed output of a KPIConfiguration for one dimensional slice: kpiConfigurationId identifies the definition, and the slice is keyed by combinations of accountId, partnerAccountId, branchId, resourceId, employeeId, incentivePlanId, incentivePeriodId and incentiveResourceTargetId. Measures are kpiValue/kpiValueCount/kpiValueSum (the metric as flag, count and sum) and rewardValue/rewardValueSum (the reward side), with documentDate and currencyISOCode context. Child KPIDataDetail rows itemize the individual source documents that contributed to the totals. Read these rows for computed KPI results per resource or account within an incentive period; the raw per-document accumulator facts live in PerformanceKPI instead.

Fields

FieldLabelTypeRequiredWhat it does
AccountIdAccountLookup → Account
BranchIdBranchLookup → Branch
CreatedByIdCreated ByLookup → UserAccountYes
CreatedDateTimeCreated DateDateAndTimeYes
DocumentDateDocument DateDate
EmployeeIDEmployeeCalculated
IdIdGuidYes
IncentivePeriodIdIncentive PeriodLookup → IncentivePeriod
IncentivePlanIdIncentive PlanLookup
IncentiveResourceIdIncentive ResourceLookup → IncentiveResource
IncentiveResourceTargetIdIncentive Resource TargetLookup → IncentiveResourceTarget
KPIConfigurationIdKPI ConfigurationLookup → KPIConfiguration
KPIValueCustom KPI ValueNumber
KPIValueCountKPI Value CountCalculated
KPIValueSumKPI Value SumCalculated (calculated)
ModifiedByIdModified ByLookup → UserAccountYes
NameNameTextYes
OwnerIdOwnerLookup → UserAccountYes
PartnerAccountIdPartner AccountLookup → Account
RecordTypeIdRecord TypeGuid, hidden
ResourceIdResourceLookup → Resource
RewardValueCustom Reward ValueNumber
RewardValueSumReward Value SumCalculated (calculated)
RNAKpiValueRNAKpiValueCalculated (calculated)
TargetValueTarget ValueDecimal
UIPropsUI PropsText
UpdatedDateTimeModified DateDateAndTimeYes

Actions

ActionLabelTypeWhat it does
BulkDeleteDeleteDeleteDelete
CloneCloneServerAction (Clone)Create a copy of this record
DeleteDeleteDeleteDelete
DeleteInListDeleteDeleteDelete
EditEditEditEdit
Edit1EditEditInlineEdit
EditInLineEditEditEdit
NewNewNewNew