KPI Data — entity reference

The computed result of a KPI configuration for one incentive plan, period and member. The KPI configuration accrual creates one row per configuration, approved plan, open period and member, and writes one KPI Data Detail line per contributing source record. After every change to its lines it recalculates KPI Value Sum (total of the lines' KPI Value), KPI Value Count (number of lines) and Reward Value Sum (total of the lines' Reward Value). Process Compensation scores each incentive target linked to the configuration from the member's row: a Custom KPI Value or Custom Reward Value above 0 wins, otherwise the configuration's Value Function or Reward Function picks the figure. Rows are never deleted by the accrual; a rebuild zeroes the totals of open periods and keeps the row. Rows in Approved or Posted periods are never changed. Rows are reached from the KPI Data list on a KPI configuration's page and from an incentive period's Details tab; the record page has no header buttons but fields edit in place. Targets without a KPI configuration are scored from Performance KPI rows instead.

Fields

Field	Label	Type	Required	What it does
`AccountId`	Account	Lookup → Account		The member when the configuration's Member Type is Customer (or Account). Empty for other member types.
`BranchId`	Branch	Lookup → Branch		The member when the configuration's Member Type is Branch. Filled in by the accrual but not shown on the standard KPI Data page.
`CreatedById`	Created By	Lookup → UserAccount	Yes
`CreatedDateTime`	Created Date	DateAndTime	Yes
`DocumentDate`	Document Date	Date		The latest date of any source record that has contributed to the row. It does not go back when that record leaves the row, and scoring does not read it. Not on the standard page.
`EmployeeID`	Employee	Calculated		Never filled in by the accrual or by scoring.
`Id`	Id	Guid	Yes
`IncentivePeriodId`	Incentive Period	Lookup → IncentivePeriod		The incentive period the row covers. Source records are placed in the period whose start and end dates contain their date (the configuration's Date Field Name).
`IncentivePlanId`	Incentive Plan	Lookup		The approved incentive plan the row counts for. A source record that counts for several plans contributes to a row in each plan.
`IncentiveResourceId`	Incentive Resource	Lookup → IncentiveResource		Not stored: shown in the field list but never saved.
`IncentiveResourceTargetId`	Incentive Resource Target	Lookup → IncentiveResourceTarget		Never filled in by the accrual. Rows are keyed by configuration, plan, period and member, not by target or quota.
`KPIConfigurationId`	KPI Configuration	Lookup → KPIConfiguration		The KPI configuration (measure) this row belongs to. The KPI Data list on a configuration's page is not filtered to that configuration, so check this field.
`KPIValue`	Custom KPI Value	Number		An override for the scored value, whole numbers only, default 0. When above 0, Process Compensation uses it instead of the configuration's Value Function. For a Count Distinct configuration the accrual writes the number of distinct keys here, overwriting any typed value whenever it updates the row.
`KPIValueCount`	KPI Value Count	Calculated		The number of detail lines on this row, recalculated by the accrual whenever a line changes. Read by the Count and Average value functions.
`KPIValueSum`	KPI Value Sum	Calculated (calculated)		The total of the KPI Value of this row's detail lines, recalculated by the accrual whenever a line changes. Read by the Sum (or empty) and Average value functions.
`ModifiedById`	Modified By	Lookup → UserAccount	Yes
`Name`	Name	Text	Yes	Written by the accrual as the KPI configuration's name, a dot, then an internal code for the incentive period. Use Incentive Period to see which period the row covers.
`OwnerId`	Owner	Lookup → UserAccount	Yes
`PartnerAccountId`	Partner Account	Lookup → Account		The member when the configuration's Member Type is Partner. Filled in by the accrual but not shown on the standard KPI Data page.
`RecordTypeId`	Record Type	Guid, hidden
`ResourceId`	Resource	Lookup → Resource		The member when the configuration's Member Type is Resource. Empty for other member types.
`RewardValue`	Custom Reward Value	Number		An override for the scored reward, whole numbers only, default 0. When above 0, Process Compensation uses it instead of the configuration's Reward Function for slabs that pay KPI Reward Value.
`RewardValueSum`	Reward Value Sum	Calculated (calculated)		The total of the Reward Value of this row's detail lines, recalculated by the accrual whenever a line changes. Read by the Sum (or empty) reward function.
`RNAKpiValue`	RNAKpiValue	Calculated (calculated)		Not used: nothing fills it and scoring does not read it.
`TargetValue`	Target Value	Decimal		Not stored: shown in the field list but never saved. Target values come from the plan's targets and member quotas.
`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

Account — looks up via PartnerAccountId
IncentivePeriod — looks up via IncentivePeriodId
Account — looks up via AccountId
Branch — looks up via BranchId
UserAccount — looks up via ModifiedById
Resource — looks up via ResourceId
UserAccount — looks up via CreatedById
UserAccount — looks up via OwnerId
KPIConfiguration — looks up via KPIConfigurationId
IncentiveResourceTarget — looks up via IncentiveResourceTargetId
IncentiveResource — looks up via IncentiveResourceId
KPIDataDetail — referenced by via KPIDataId

KPI Data — entity reference

Fields

Actions

Related entities

Related topics