RAG Indicators (Thresholds)

You can upgrade the KPI monitoring with defined thresholds and RAG indicators. Each threshold corresponds to one of the three colors — Red, Amber and Green. The lights refer to as the traffic light colors so user can analyze KPI performance fast.

In this section we will discuss the following:

1. How to set up the full range of indicators

2. How to set up a single range of indicators

3. How to set up an open-ended range

4. RAG indicators on Dashboard views

1. How to set up the full range of indicators

To set the full range of indicators you need to follow these steps:

1. Click Show Advanced Options in KPI entry screen;
2. Enter the threshold values (Start and End) for each color zone of indicators. You need to enter figures for all three zones (Red, Amber and Green);
3. Click Add button.

2. How to set up a single range of indicators

If you don't need the full range, you can use single range to know if the KPI value reaches a required threshold. This case, you can set thresholds for one color zone of indicators.

To set up a single range, just repeat the steps on the previous section but set up the threshold values (Start and End) for only one color zone of indicators (Red, Amber or Green).

3. How to set up open-ended range

Open-ended range, means that all data below and above settled value, appear in Red or Green. For example, all sales under 100 will be indicated as Red, and above 100 — Green. You can set only one open-ended range threshold at a time.
To set up an open-ended range you need to do following:

1. Click Show Advanced Options in KPI Entry screen;
2. Enter the lower threshold value inside the second box from the left. All data below this value will appear as Red;
3. Enter the upper threshold value inside the third box from the left. All data below this value will appear as Green;
4. Click Add button.

4. RAG indicators on dashboard views

KPIs with thresholds and RAG indicators will automatically appear on dashboards and reports.

You can find the RAG indicators displayed as small Red, Amber or Green circles next to your KPI values.