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
| Field | Label | Type | Required | What it does |
AccountId | Account | Lookup → Account | | |
BranchId | Branch | Lookup → Branch | | |
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
DocumentDate | Document Date | Date | | |
EmployeeID | Employee | Calculated | | |
Id | Id | Guid | Yes | |
IncentivePeriodId | Incentive Period | Lookup → IncentivePeriod | | |
IncentivePlanId | Incentive Plan | Lookup | | |
IncentiveResourceId | Incentive Resource | Lookup → IncentiveResource | | |
IncentiveResourceTargetId | Incentive Resource Target | Lookup → IncentiveResourceTarget | | |
KPIConfigurationId | KPI Configuration | Lookup → KPIConfiguration | | |
KPIValue | Custom KPI Value | Number | | |
KPIValueCount | KPI Value Count | Calculated | | |
KPIValueSum | KPI Value Sum | Calculated (calculated) | | |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | |
OwnerId | Owner | Lookup → UserAccount | Yes | |
PartnerAccountId | Partner Account | Lookup → Account | | |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | | |
RewardValue | Custom Reward Value | Number | | |
RewardValueSum | Reward Value Sum | Calculated (calculated) | | |
RNAKpiValue | RNAKpiValue | Calculated (calculated) | | |
TargetValue | Target Value | Decimal | | |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
BulkDelete | Delete | Delete | Delete |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete |
Edit | Edit | Edit | Edit |
Edit1 | Edit | EditInline | Edit |
EditInLine | Edit | Edit | Edit |
New | New | New | New |