How to create KPI Dashboard

[Gaurav Bhatia]

Hi All,

Is anyone have any idea about how to create a report in ServiceNow as shown in below screenshot?

Regards,

Gaurav

[Dhiren Aghera]

Hi Gaurav,

Here would be my suggestions -

1. No of Demands - Use Demand table and "Created on" field

2. No of Active Projects - Use Project table and State - Work in Progress

3. No of Cancelled Projects - Use Project table and State - Cancelled

4. No of Completed Projects - Use Project table and State - Closed Complete

5. No of Projects Delivered on-time - There is no OOTB way to achieve this. You need to create a calculated field based on your Org definition of on-time and then use it to generate this report. You can also use OOTB date fields Planned/Original End date Vs Actual End date

6. No of Projects at risk - Use Risk Related lists and dot walk to Project table

7. Financial Benefit of completed Projects - If you are using OOTB process for tracking and managing cost then you can find this information on the Financials Tab of the Project form.

Also I would suggest to first look at the OOTB available PMO dashboard which already has lots of pre-defined KPIs and assuming most of the above are covered in some or the other way.

Hope this helps.

[Gaurav Bhatia]

Hi Dhiren,

Thanks for your response.

I know the filters and the tables that you mentioned. But with this way, we may have to create several reports. That  is also fine but how I will show those several reports in a single report as shown in the picture? We have to show all this in a single report and in a manner that is shown in the picture.

In addition to it, we also wanted to have one interactive filter for year. Once we select a particular year then data in the report should refresh.

Let me know if you have any suggestions to create such type of a report

Regards,

Gaurav

[Dhiren Aghera]

Hi Gaurav,

OOTB you may not be able to achieve the same look and feel. You can create a new Dashboard and add all these reports to it. That way you should be able to see all the necessary KPI in one view. For Interactive filter you need ensure in the reports you have selected the option to follow Interactive filter.

Dashboard that we have created -

Hope this helps.

[Angela Olson]

Thank you for sharing!  You have given me some new ideas for our reporting, really appreciate it.