Getting Started

Eagle Free provides the ability to create KPIs (Key Performance Indicators) by using templates or creating them manually. Users can choose where and in which Role Center the KPIs should appear. This allows users to customize KPIs according to their specific needs and visualize the data that matters most to them in the most relevant areas of their Role Center.

Eagle Free is set up in three steps:

Note

To start using Eagle KPIs, we recommend beginning by adding the Eagle Activities to your role center. Eagle Activities gather your KPIs in one place and give a quick overview of important metrics.

Get Started

Add the Eagle activities in your Role Center

  1. Navigate to the homepage of your Role Center and select Settings. Then choose Personalize. A new box with a red border will appear, which can be edited. Click on the red arrow inside the red box, select Show, and then choose Done to complete the process.

Personalize Home Page

  1. The Eagle Activities is now displayed on the homepage of your Role Center.

Eagle Activity

Step 1: Set Up Eagle KPIs

Choose which KPIs you want to use.

  1. Start at your role center and select the Set Up Eagle KPIs action.

Set Up Eagle KPIs

  1. Choose User-defined KPIs (This Company) and select an empty row, and then choose Use Template.

Use Templates

  1. Choose a template and select Next. The guide provides a brief description of the KPI.
  2. The Name and Description fields will be automatically filled in. You can change the name and description if desired.
  3. Follow the steps in the guide and make changes if needed.

Repeat above steps for each KPI you want to set up.

Tip

You can choose the search icon (ALT+Q) and search for Eagle KPI Setup then select the related link.

Step 2: Select Eagle Cues

The KPI is now created, and you can now choose to display it as a data cue in the Role center on the Eagle Cue Setup page.

  1. Start at your role center and select the Select Eagle Cues action Select Eagle Cue
  2. To display your KPI on your role center, tick the Visible checkbox or select multiple lines and select the Set Visible action. Select Visible
  3. When you have made your KPIs visible, you can see them in your role center. Selecting the cue will open the page specified by the KPI. Cue

Step 3: Set Up Cues

On the Cue Setup page, you can use the feature that changes the color of the cues that shows your KPIs, which can help you find important actions faster by customizing the colors of the cue. Users can choose color schemes that suit their preferences or workflows, such as highlighting high values with red and low values with green for quick identification of which KPIs require attention.

Note

It is possible to use the Set Up Cues action in the Eagle Activities and in the standard Activities that support it.

  1. Choose Set Up Cues on your Eagle Activity. Set Up Cues

  2. The list of your 20 selectable Eagle KPIs is displayed. To determine the number of the KPI for which you want to make the setting, you can check Set Up Eagle KPIs.

  3. Hover over a field to read a short description.

Example

Eagle KPI Nr Eagle KPI Name Achieve How To
Eagle KPI 10 Overdue Sales Invoice Amount Red when exceeds 10.001 and green when below 10.000 Set Low Range Style to Favorable and Threshold 1 to 10.000. Set High Range Style to Unfavorable and Threshold 2 to 10.0001
Eagle KPI 9 Reminders Red when exceeds 1 and green when 0 Set High Range Style to Unfavorable and Threshold 2 to 1
Eagle KPI 8 Blocked Customers Yellow when exceeds 1 Set High Range Style to Ambiguous and Threshold 2 to 1
Eagle KPI 7 Sales Invoice Pending Approval Green when below 50 Set Middle Range Style to Favorable and Threshold 2 to 50

Cue Setup

Cue

Tip

Learn more at Set Up Colored Indicators on Cues

See also

Export/Import User-defined KPIs Setup
Add To Role Center
Add To Activities