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 four 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
- 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.
- The Eagle Activities is now displayed on the homepage of your Role Center.
Step 1: Set Up Eagle KPIs - This Company
Choose which KPIs you want to use.
- Start at your role center and select the Set Up Eagle KPIs action.
- Choose User-defined KPIs and select an empty row, and then choose Use Template.
- Choose a template and select Next. The guide provides a brief description of the KPI.
- The Name and Description fields will be automatically filled in. You can change the name and description if desired.
- 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 - This Company then select the related link.
Step 2: Set Up My Eagle KPIs
Choose which KPIs you want to use.
- Start at your role center and select the Set Up My Eagle KPIs action.
- Choose User-defined KPIs and select an empty row, and then choose Use Template.
- Choose a template and select Next. The guide provides a brief description of the KPI.
- The Name and Description fields will be automatically filled in. You can change the name and description if desired.
- Follow the steps in the guide and make changes if needed.
Repeat above steps for each KPI you want to set up.
Step 3: 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.
- Start at your role center and select the Select Eagle Cues action
- To display your KPI on your role center, tick the Visible checkbox or
select multiple lines and select the Set Visible action.
- 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.
Step 4: 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.
Choose Set Up Cues on your Eagle Activity.
The list of your 50 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.
Hover over a field to read a short description.
Example
Eagle KPI Nr | Eagle KPI Name | Achieve | How To |
---|---|---|---|
Eagle KPI 1 | Sales Inv. Pend. Approval | Green when below 0 and red when exceeds 5 | Set Low Range Style to Favorable and Threshold 1 to 0. Set High Range Style to Unfavorable and Threshold 2 to 5 |
Eagle KPI 2 | Sales Last Month | Red when below 1.000 000 and green when exceeds 1.000 001 | Set Low Range Style to Unfavorable and Threshold 1 to 1.000 000. Set High Range Style to Favorable and Threshold 2 to 1.000 001 |
Eagle KPI 3 | Ongoing Sales Invoices | Yellow when exceeds 1 | Set High Range Style to Ambiguous and Threshold 2 to 1 |
Eagle KPI 4 | Sales This Month | Red when below 1.000 000 and green when exceeds 1.000 001 | Set Low Range Style to Unfavorable and Threshold 1 to 1.000 000. Set High Range Style to Favorable and Threshold 2 to 1.000 001 |
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