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Beginning SharePoint® 2007: Building Team Solutions with MOSS 2007 by Shane Perran, Amanda Murphy

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11.3. Business Scorecards

Business scorecards evaluate how an organization is functioning across key performance areas or business targets that are based on current activities and other information. They show business goals as well as the real-time measurement of activities related to those goals. SharePoint 2007 supports performance indicators that use data from business activities and applications to give a clear visual indication of how an organization is progressing toward its goals. It accomplishes this using KPI list templates that generate the information and specialized Web Parts, which construct graphs of the generated information.

This section discusses how you can work with SharePoint to display KPIs for your organization using the KPI lists and Web Parts available in SharePoint. The KPI lists and Web Parts can be an important element in any reporting solution or Dashboard.

11.3.1. Creating a KPI List

SharePoint has several data sources that generate key performance indicators, including those in the following table:

SourceDescription
SharePoint ListGenerates performance information based on a team's day-to-day operations and activities. To generate a KPI from a SharePoint list, you first select the list, and then the view that contains the data. You must calculate the data for the KPI.
Excel WorkbookBecause many organizations use Excel for reporting, it is a viable location for up-to-date information on performance. To create an indicator using Excel Services information, ...

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