Academy

Join the Intrafocus Academy

If you like our free strategy resources then join the Intrafocus Academy for additional material

Strategy Workshop

A three-session workshop based on the Intrafocus Strategic Planning Process (SPP)

Balanced Scorecard Certification

A five-day master class and certificate as a Balanced Scorecard Professional

Strategic Plan Audit/Review

Let us take a look at your strategic plan to check it contains all the elements needed in a good plan

Resources

Strategy & KPI Resources

A library of resources for anyone interested in strategic planning and KPI management

Strategic Planning Process (SPP)

Our next generation Strategic Planning Process based on the Balanced Scorecard Methodology

Blog - Intrafocus Insight

New articles published every two weeks, join our mailing list and keep up

Our Customers

Don’t take our word for it, see what the Intrafocus customers have to say.

Software

Spider Impact KPI Software

Intrafocus is the only EMEA authorised reseller of Spider Impact® from Spider Strategies®.

Spider Impact Video & User Guides

From getting started all the way through to integrating into back-end systems.

My5 KPIs - The Mobile App

Keep your key performance indicators to hand with the My5 KPIs mobile application

My5 KPIs - User Guides

How to create a set of up to 25 KPIs and then import data to the My5 KPIs mobile app.

Contact and Help Desk

If you have any questions or need some help or guidance, you can contact us at any time.

My5 – Add KPI values manually

My5 - Dashboard but no values

Add KPI values manually

We added a dashboard and five KPIs manually in the previous user guide.

So far, we have only built a dashboard and KPI structure and added some settings. The dashboard will come ‘alive’ when we add some actual values. That is, the actual values you will be collecting daily, weekly and monthly for your KPIs.

Typically, this process will be automated via a spreadsheet or Google Sheets, but actual values can be added manually.

Click on any KPI you have defined. We will click on % Net Profit to demonstrate the update.

Go to the next step.

My5 - Blank KPI details

AKPI details screen
(no data)

A KPI details screen will appear. as you can see from the example, no data has been found for the selected period. 

You need to add some actual vales.

Click on the big + icon at the bottom right of the screen.

Go to the next step.

 

 

My5 - Update KPI values

Update KPI Values

Select the date for which you want to update the KPI value. You will need to be cognisant of the reporting period of your KPI, that is daily, weekly or monthly. When you go back to the KPI details screen, it will default to the last day of the reporting period.

Add value and click on Add KPI Value.

The app will return to the KPI Details screen

Go to the next step.

 

 

My5 - KPI details screen with one value

KPI details screen
(one value added)

Once an actual value has been added, the app returns to the KPI Details screen. In this example you can see that a value of 23.3% has been added, that is is above the target of 21% and is therefore showing green.

The variance indicator is not showing a value. The variance indicator will show a percentage change from the last reporting period. Therefore, some historical data needs to be in place for this to work.

Go back to the previous step, change the date, and add historical data. 

You can see a typical result in the next example screen.

 

 

My5 - Details with historical data

KPI details screen
(historical data added)

The KPI details screen will show up to six periods previous to the date selected (if the data is available.

For monthly data, this will be the previous six months.

For weekly data, this will be the previous six weeks.

For daily data, this will be the previous six days.

 

The comments box will show comments specific to a reporting period.