--- sourceDocument: Yokohama Platform Analytics sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/now-intelligence Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Platform Analytics ft:clusterId : - par bundleId : - par workflow : - Platform --- # Examining indicators with KPI Details # Examining indicators with KPI Details {#ariaid-title1} Release version: Yokohama Updated January 30, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Examining indicators with KPI Details The KPI Details feature in ServiceNow enables customers to explore in-depth information behind key performance indicators (KPIs). Users can apply forecasts, trends, targets, thresholds, and filter data by breakdown elements or time series aggregations. This empowers customers to analyze indicator performance comprehensively and make data-driven decisions. Show full answer Show less ## Key Features * **Header Section:** Displays the indicator name, date selector (defaulting to the last data collection), and score with absolute and percentage changes from the previous score. Visual cues indicate if the score is improving or worsening based on maximize/minimize settings. Real-time scores can be toggled when enabled, though they may differ by user due to access controls. Targets and gaps to targets are also displayed, including badges showing whether the indicator is on or off track. * **Indicator Chart:** Provides a time series graph of the KPI with a date range picker, aggregation selector (e.g., by quarter), and a toggle to show underlying records for each data point. Users can click points to drill into details. Note that scores are authoritative if discrepancies occur between scores and record counts. * **Sidebar Controls:** Allow filtering by breakdown and elements, viewing KPI Signals, and setting indicator targets or thresholds for enhanced analysis and monitoring. * **Process Analysis:** A button to launch Process Mining analysis directly from KPI Details to explore process-related insights linked to the indicator. * **More Actions Menu:** Provides quick access to the indicator record and scoresheet for further management and review. * **Formula Indicators:** When viewing formula-based KPIs, customers can list and access contributing indicators within KPI Details for transparency and deeper analysis. * **Record Management:** Users can view, create, edit, compare, and export records underlying an indicator score, supporting detailed data validation and reporting. * **Chart Options:** Customize visualization aspects such as analysis methods, time series types, and chart formats. User preferences persist per indicator. * **Time Aggregation:** Aggregate indicator data over discrete intervals using AVG or SUM functions combined with time periods (e.g., by quarter) to identify trends and patterns. * **Filter by Breakdown Elements:** Apply filters to refine indicator data analysis based on specific breakdown elements, enhancing targeted insights. ## Practical Benefits for ServiceNow Customers By leveraging KPI Details, ServiceNow customers can gain a granular understanding of indicator performance over time, track progress against targets, and identify areas requiring attention. The ability to view real-time and historical scores, customize visualizations, and manage underlying records supports informed decision-making and continuous improvement. Integration with Process Mining and KPI Signals further enriches analysis capabilities, making KPI Details a comprehensive tool for performance management. The KPI Details feature enables you to delve into the information behind your key performance indicators. Apply forecasts, trends, targets, and thresholds. Filter by breakdown element or apply time series aggregations. KPI Details has several sections: ## Header {#kpi-details-components__section_o4b_1vn_52c} The header contains the name of the indicator, a date selector (default: last data collection), and the score on that date. The absolute and percentage differences between that score and the previously collected score are shown. If the indicator has Maximize or Minimize set, the color of the score and the score change direction arrow indicates whether the score is improving or getting worse. The date selector uses whatever calendar the indicator uses. If real-time scores are enabled for the indicator, select in the header whether to view them, using the clock icon ![Real-time scores icon turned off](). This icon is transparent when real-time scores are disabled and solid when they are enabled ![Real time icon when real time is activated](). For more information, see [Real-time scores](https://www.servicenow.com/docs/H_R7Hp1umWF1HMjzy7WixQ "You can view some Performance Analytics scores in real-time instead of from the most recent data collection job. If real-time scores are enabled, you can view them in KPI Details and in some data visualizations."). If a target is set for the selected date, the header shows the target value and the gap between the score on that date and the target, in both absolute and percentage terms. If both target and forecast are shown, as set in [Chart options in KPI Details](https://www.servicenow.com/docs/vtXTwdLeqPfR0iQjufGPnQ "The KPI Details Chart options menu enables you to show, hide, or change aspects of an indicator visualization. Selected chart options persist per user for each indicator. Chart options are divided into analysis, time series, and chart type options."), a badge shows whether the indicator is on track or off track to meet the target by the review date. Warning: Real-time scores can differ per viewer and differ from collected scores. Real-time scores are taken directly from the relevant facts tables. Therefore, the Access Control Lists (ACL) of those facts tables determine the real-time scores that each logged-in user sees. ## Indicator chart {#kpi-details-components__section_dxv_3vn_52c} The indicator chart shows: * The Chart options menu. For more information, see [Chart options in KPI Details](https://www.servicenow.com/docs/vtXTwdLeqPfR0iQjufGPnQ "The KPI Details Chart options menu enables you to show, hide, or change aspects of an indicator visualization. Selected chart options persist per user for each indicator. Chart options are divided into analysis, time series, and chart type options."). * A date picker to choose the date range of the information in the chart. * A time series graphic representation of the indicator over time. Click on a point in the graph to see the details for that date. * A time series aggregation selector. For more information, see [Select time aggregation in KPI Details](https://www.servicenow.com/docs/rv9xeMDXfGuhpNTVVJipTw "You can aggregate changes in indicators into discrete time intervals. A time aggregation consists of an AVG or SUM function combined with a time series, such as By quarter."). * The Show records toggle, which shows you the records associated with the indicator score on the selected date. For more information, see [Show, compare, create, and edit records in KPI Details](https://www.servicenow.com/docs/F2TtYIRAzYQ_o4DKsQvZBw#show-compare-edit-records "You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records."). {#kpi-details-components__ul_ykh_zwz_m4b} Warning: In some cases, when you collect second-level breakdowns, the score and the number of records do not agree. When these values do not agree, the score is correct. For more details and an example, see [KB0748969](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0748969). Important: Records are not listed for the "Unmatched" breakdown element when you select it in the filter. ## Sidebar {#kpi-details-components__section_yfm_4vn_52c} Use the sidebar controls to: * Filter by breakdown and element ![Filter icon](). * View KPI Signals for the indicator (![Icon in KPI Details sidebar to open KPI Signals, showing there is a new signal]()). See [KPI Signals](https://www.servicenow.com/docs/s_6a1lJVBAXrG2LiaZL0Mw "KPI Signals notifies you when the behavior of a process changes significantly. This feature applies standard statistical Process Behavior Charts to Performance Analytics indicators."). * Set an indicator target or threshold(![Target icon]()). See [Indicator targets and thresholds in KPI Details](https://www.servicenow.com/docs/VvqI25RZvl643dppDsiLRg "Targets are goals your organization wants to achieve. They show the difference between the desired and actual scores of an indicator on a certain date. Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high."). {#kpi-details-components__ul_zkh_zwz_m4b} ## Process analysis {#kpi-details-components__section_c3j_svn_52c} Besides these three sections, a Run process analysis button lets you launch a Process Mining analysis on the indicator. For more information, see [Process Mining](https://www.servicenow.com/docs/C31bwaUy~Zk1XSpzEsLR_A "Process Mining helps analysts and process owners quickly analyze and optimize their business processes."). ## More actions menu {#kpi-details-components__section_mnx_tvn_52c} You also have a More actions menu ![More actions menu icon]() that gives you access to the indicator record and scoresheet. For more information, see [Access indicator record or scoresheet from KPI Details](https://www.servicenow.com/docs/knB8CY6HcBvMfT2NabdXDQ "In KPI Details, the More actions menu lets you open the record or the scoresheet of the indicator you are viewing."). * **[View contributing indicators to a formula in KPI Details](https://www.servicenow.com/docs/kWjoc~A_TY3mgkl4X9WKhw)** If you're viewing a formula indicator in KPI Details, you can list the contributing indicators to that formula. Depending on the KPI Details configuration, you can open the contributing indicators in KPI Details. * **[Show, compare, create, and edit records in KPI Details](https://www.servicenow.com/docs/F2TtYIRAzYQ_o4DKsQvZBw#show-compare-edit-records)** You can view the list of records underlying an indicator score. You can create a record, edit individual records, or compare records. You can also export the list of records. * **[Chart options in KPI Details](https://www.servicenow.com/docs/vtXTwdLeqPfR0iQjufGPnQ)** The KPI Details Chart options menu enables you to show, hide, or change aspects of an indicator visualization. Selected chart options persist per user for each indicator. Chart options are divided into analysis, time series, and chart type options. * **[Select time aggregation in KPI Details](https://www.servicenow.com/docs/rv9xeMDXfGuhpNTVVJipTw)** You can aggregate changes in indicators into discrete time intervals. A time aggregation consists of an AVG or SUM function combined with a time series, such as By quarter. * **[Filter KPI Details by breakdown elements](https://www.servicenow.com/docs/KEa76AiFw__t0jxRYOr7vA#apply-brkdowns-element-kpi-details)** In KPI Details, you apply breakdowns and elements to the indicator in the Filters sidebar. * **[Access indicator record or scoresheet from KPI Details](https://www.servicenow.com/docs/knB8CY6HcBvMfT2NabdXDQ)** In KPI Details, the More actions menu lets you open the record or the scoresheet of the indicator you are viewing. **Related concepts** * [Exploring KPI Details](https://www.servicenow.com/docs/f84~QK2zmCHVpEMnX2Dh1A "KPI Details is an exploratory view of indicators, used for more detailed analysis. It lets you see trends, predictions, breakdowns, and associated records for a specific indicator.") * [Indicator targets and thresholds in KPI Details](https://www.servicenow.com/docs/VvqI25RZvl643dppDsiLRg "Targets are goals your organization wants to achieve. They show the difference between the desired and actual scores of an indicator on a certain date. Thresholds define a normal range of scores for an indicator and alert you when certain events occurs, like when a score reaches an all-time high.") * [KPI Details reference](https://www.servicenow.com/docs/8slJTxEzFGJlFaI6rDkGdg "View system properties associated with KPI Details. See also how UUIDs are formed.") * [Performance Analytics (Indicator data sources)](https://www.servicenow.com/docs/xNUiA5f2lYk5Q3H_VKVvnQ "ServiceNow Performance Analytics is an in-platform process optimization solution that utilizes indicators (KPIs) to answer key business questions. Performance Analytics can help increase quality and reduce the costs of service delivery.")