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My5 KPIs - The Mobile App

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

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

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My5 – Link to Google Sheets

My5 - Import spreadsheet

Linking to Google Sheets to import KPI values

Importing KPI values from Google Sheets is a fast and efficient way to pull data into My5.

Once you have linked a Google Sheet, the application will automatically update all KPI values from Google Sheets every night.

You can keep a master data set in Google Sheets and have full control over your data using this option. 

This update is a full overwrite operation. Make sure you keep a copy of your data. 

Linking to Google Sheets assumes that Google Sheets contains the master version of your KPI values. 

A Google Sheet has to be prepared before linking and uploading. We suggest the preparation takes place on a Mac or PC rather than your phone.

 

Google Sheets example

My5 - Google Sheets example

The KPI Values Google Sheet format has to follow that of the sample. You can find a sample spreadsheet by going to the My5 Import a Values Spreadsheet screen and clicking on the Download Example link.

Copy the content of the spreadsheet into your Google sheet to use the template.

The details are as follows:

1. Dashboard & KPI names – The content of the Dashboard Name and KPI Name columns must be the same as the Structure you have created

2. Dates – the date header must be in the same format as the sample you have just downloaded (obviously, the dates can be different)

You can see from the example that the dates in the column header to the left contain Months. The dates toward the middle of the spreadsheet contain Weeks. And the dates to the right of the spreadsheet contain days.

The above date formation is not essential, but it can be helpful when arranging your data. Don’t forget that the app will only display the last six periods of data in the details view.

In the monthly view, this means you will see the last six months. In the weekly view, you will see the last six weeks and in the daily view, the last six days.

 

My5 - Import source google sheets

Import source – Google Sheets

Once you have completed your Google sheet, open the My5 app on your Mac or PC, and click on the setting cog (top-right). Click Connect Google Sheet.

Go to the next step.

My5 - Connect a Google Sheet

Connect to Sheets

Go to your Google Sheet and copy the url at the top of the screen. Return to the My5 app and paste the url into the Google Sheet URL box.

Take note of the warning:

Warning: Syncing a Google sheet will remove your current KPI data. Only proceed if you wish to overwrite your data

 Click the Check Google Sheet button.

 

 

My5 - Choose sheet

Choose a sheet

If you have more than one tab on your Google Sheet, you can select which sheet you want to use.

Choose the sheet containing your KPI data.

Go to the next step.

 

My5 - Success message

Success message

If the Google Sheet imports correctly, you will receive the following message:

Your sheet has been connected successfully and is now syncing. Your Google Sheet will then be synced every evening. Return to the import settings to change the behaviour for the sync.

Click on Return to Import Settings and go to the next step.

 

My5 - Google sheet connected

Google Sheets connected

Once your Google Sheet has connected successfully, you will see a connection link showing the last time the data was uploaded.

The app assumes a connection means that Google Sheets is your Master Data source. Therefore the option to connect to regular spreadsheets has been disabled.

If you need to change your KPI values in Google Sheets and do not want to wait for the regular overnight update, you can force an update by clicking the Force Sync button.

 

 

My5 - Values upload result

The result

A successful upload might look something like this. If you look carefully, you will see that Deliveries on Time does not have a value. This is because the date at the time this Guide was created was 31st May 2022.

If you go back to the Google Sheet, you will see the last value entered for Deliveries on Time was 14th May 2022.

The app defaults to the current day.

To see the KPI values for Deliveries on Time, click on the KPI. It will take you to the Details Screen, See below.

 

My5 - Deliveries wrong date

Details screen
(date specific)

When you reach the Details screen, you will notice that there is still a lack of data!

Click on the date selector and select an appropriate date. In our case, it is May 24th 2022.

When the correct date is selected, you will see data for six periods, in our case, six days.

 

My5 - Deliveries correct date

Details screen
(correct date)

 

When the correct date is selected, you will see data for six periods, in our case, six days.