@luquimbo/bi-superpowers 1.0.0

package/library/templates/power-bi/kpi-scorecard.md

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+# KPI Scorecard Template
+
+## Overview
+
+A strategic KPI monitoring dashboard for tracking organizational performance against targets. Designed for balanced scorecard methodology with support for multiple perspectives and drill-down capabilities.
+
+---
+
+## Target Audience
+
+- C-Suite Executives
+- Department Heads
+- Strategy & Operations Teams
+- Board of Directors
+
+---
+
+## Data Requirements
+
+### Required Tables
+
+| Table | Description | Key Columns |
+|-------|-------------|-------------|
+| **FactKPI** | KPI values by period | KPIID, Date, ActualValue, TargetValue, PriorValue |
+| **DimKPI** | KPI definitions | KPIID, KPIName, Description, Unit, Format, Polarity, Perspective |
+| **DimDate** | Date dimension | Date, Year, Quarter, Month, Period |
+| **DimPerspective** | Balanced Scorecard perspectives | PerspectiveID, Name, SortOrder |
+| **DimOwner** | KPI owners | OwnerID, Name, Department, Email |
+
+### Optional Tables
+
+| Table | Description | Use Case |
+|-------|-------------|----------|
+| **FactKPICommentary** | Period-end comments | Narrative explanations |
+| **DimInitiative** | Strategic initiatives | Linking KPIs to projects |
+| **FactMilestone** | Initiative milestones | Progress tracking |
+
+---
+
+## KPI Framework
+
+### Balanced Scorecard Perspectives
+
+| Perspective | Focus | Example KPIs |
+|-------------|-------|--------------|
+| **Financial** | Shareholder value | Revenue Growth, EBITDA Margin, ROI |
+| **Customer** | Customer satisfaction | NPS, Customer Retention, CSAT |
+| **Internal Process** | Operational excellence | Cycle Time, Quality Rate, Utilization |
+| **Learning & Growth** | Organizational capacity | Employee Engagement, Training Hours, Innovation Index |
+
+### KPI Definition Structure
+
+```
+DimKPI columns:
+- KPIID: Unique identifier
+- KPIName: Display name
+- Description: Full description for tooltips
+- Unit: "Currency", "Percent", "Number", "Days", "Score"
+- Format: DAX format string
+- Polarity: "Higher is Better" or "Lower is Better"
+- Perspective: Link to DimPerspective
+- Frequency: "Monthly", "Quarterly", "Annual"
+- DataSource: Origin system
+- Formula: Calculation methodology
+- Owner: Responsible person
+```
+
+---
+
+## Recommended Measures
+
+### Core KPI Metrics
+
+```dax
+// Actual Value
+Actual =
+SUM(FactKPI[ActualValue])
+
+// Target Value
+Target =
+SUM(FactKPI[TargetValue])
+
+// Prior Period Value
+Prior =
+SUM(FactKPI[PriorValue])
+
+// Achievement %
+Achievement % =
+VAR _Actual = [Actual]
+VAR _Target = [Target]
+VAR _Polarity = SELECTEDVALUE(DimKPI[Polarity])
+RETURN
+IF(
+    _Polarity = "Lower is Better",
+    DIVIDE(_Target, _Actual),  // Inverse for "lower is better"
+    DIVIDE(_Actual, _Target)
+)
+
+// Variance to Target
+Variance =
+[Actual] - [Target]
+
+// Variance %
+Variance % =
+DIVIDE([Variance], ABS([Target]))
+```
+
+### Status Indicators
+
+```dax
+// KPI Status (Traffic Light)
+KPI Status =
+VAR _Achievement = [Achievement %]
+VAR _Polarity = SELECTEDVALUE(DimKPI[Polarity])
+RETURN
+SWITCH(
+    TRUE(),
+    _Achievement >= 1, "Green",        // On or above target
+    _Achievement >= 0.9, "Yellow",     // Within 10% of target
+    _Achievement < 0.9, "Red"          // More than 10% below
+)
+
+// Status Icon
+Status Icon =
+SWITCH(
+    [KPI Status],
+    "Green", UNICHAR(9679),   // Filled circle
+    "Yellow", UNICHAR(9681),  // Half circle
+    "Red", UNICHAR(9675)      // Empty circle
+)
+
+// Trend Arrow
+Trend Arrow =
+VAR _Current = [Actual]
+VAR _Prior = [Prior]
+VAR _Change = _Current - _Prior
+RETURN
+SWITCH(
+    TRUE(),
+    _Change > 0, UNICHAR(9650),   // Up arrow
+    _Change < 0, UNICHAR(9660),   // Down arrow
+    UNICHAR(9644)                  // Horizontal line
+)
+```
+
+### Period Intelligence
+
+```dax
+// Current Period Actual
+Current Period =
+CALCULATE(
+    [Actual],
+    LASTDATE(DimDate[Date])
+)
+
+// YTD Actual
+YTD =
+CALCULATE(
+    [Actual],
+    DATESYTD(DimDate[Date])
+)
+
+// Full Year Target
+FY Target =
+CALCULATE(
+    [Target],
+    DATESYTD(DimDate[Date])
+)
+
+// Projected Year-End (Linear)
+Projected FY =
+VAR _YTD = [YTD]
+VAR _DaysElapsed = DATEDIFF(
+    MIN(DATESYTD(DimDate[Date])),
+    MAX(DATESYTD(DimDate[Date])),
+    DAY
+) + 1
+VAR _DaysInYear = 365
+RETURN
+DIVIDE(_YTD * _DaysInYear, _DaysElapsed)
+```
+
+### Scoring
+
+```dax
+// Weighted Score (for overall scorecard)
+Weighted Score =
+SUMX(
+    DimKPI,
+    [Achievement %] * DimKPI[Weight]
+)
+
+// Perspective Score
+Perspective Score =
+CALCULATE(
+    AVERAGEX(DimKPI, [Achievement %]),
+    ALLEXCEPT(DimKPI, DimKPI[Perspective])
+)
+
+// Overall Scorecard Score
+Overall Score =
+AVERAGEX(
+    VALUES(DimPerspective[Name]),
+    [Perspective Score]
+)
+```
+
+---
+
+## Page Structure
+
+### Page 1: Executive Scorecard
+
+**Purpose:** Single-page strategic overview
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Card | Top-center | Overall Score with gauge visual |
+| Multi-row Card | Top row | 4 Perspective scores (Financial, Customer, Process, L&G) |
+| Matrix | Main area | KPI summary by perspective: |
+| | | Columns: KPI Name, Actual, Target, Achievement %, Status, Trend |
+| | | Rows grouped by Perspective |
+| | | Conditional formatting on Status column |
+
+**Layout concept:**
+```
++--------------------------------------------------+
+|              OVERALL SCORE: 87%                  |
++----------+----------+----------+----------+------+
+| Finance  | Customer | Process  | Learning | ...  |
+|   92%    |   85%    |   88%    |   82%    |      |
++----------+----------+----------+----------+------+
+|                                                  |
+|  PERSPECTIVE: Financial                          |
+|  +--------------------------------------------+  |
+|  | Revenue Growth    | $2.1M | $2.0M |105%|G |  |
+|  | EBITDA Margin     | 18%   | 20%   | 90%|Y |  |
+|  | ROI               | 15%   | 12%   |125%|G |  |
+|  +--------------------------------------------+  |
+|                                                  |
+|  PERSPECTIVE: Customer                           |
+|  +--------------------------------------------+  |
+|  | NPS               | 45    | 50    | 90%|Y |  |
+|  | Retention Rate    | 88%   | 85%   |104%|G |  |
+|  +--------------------------------------------+  |
+|  ...                                             |
++--------------------------------------------------+
+```
+
+### Page 2: Financial Perspective
+
+**Purpose:** Detailed financial KPI analysis
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Cards | Top row | Key financial KPIs with YTD values |
+| Line Chart | Middle-left | Monthly trend with target line |
+| Waterfall | Middle-right | YTD performance bridge |
+| Table | Bottom | Detailed monthly breakdown |
+
+### Page 3: Customer Perspective
+
+**Purpose:** Customer-centric KPIs
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Gauge | Top row | NPS, CSAT, Retention Rate |
+| Line Chart | Middle | Trend over time with benchmarks |
+| Bar Chart | Bottom-left | KPI by segment/region |
+| Commentary | Bottom-right | Latest period narrative |
+
+### Page 4: Process Perspective
+
+**Purpose:** Operational efficiency metrics
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| KPI cards | Top | Cycle time, Quality, Throughput |
+| Control Chart | Middle | Process stability indicators |
+| Pareto | Bottom-left | Top issues/defects |
+| Table | Bottom-right | Process metrics by department |
+
+### Page 5: Learning & Growth
+
+**Purpose:** People and capability metrics
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Cards | Top | Engagement Score, Training Hours, Turnover |
+| Clustered Bar | Middle | Metrics by department |
+| Line Chart | Bottom-left | Trend analysis |
+| Matrix | Bottom-right | Initiative progress |
+
+### Page 6: KPI Detail (Drillthrough)
+
+**Purpose:** Deep dive on individual KPI
+
+| Visual | Position | Content |
+|--------|----------|---------|
+| Header | Top | KPI Name, Description, Owner |
+| KPI Visual | Top-right | Large KPI card with target |
+| Line Chart | Middle | Full history with target band |
+| Table | Bottom-left | Monthly data table |
+| Text | Bottom-right | Commentary and action items |
+
+---
+
+## Visual Specifications
+
+### Scorecard Color Palette
+
+| Status | Color | Hex | Usage |
+|--------|-------|-----|-------|
+| Green (On Track) | Green | #2E7D32 | >= 100% of target |
+| Yellow (At Risk) | Amber | #F9A825 | 90-99% of target |
+| Red (Off Track) | Red | #C62828 | < 90% of target |
+| Neutral | Gray | #757575 | No target or N/A |
+
+### Conditional Formatting Rules
+
+**Status column (background):**
+```
+Green: #E8F5E9
+Yellow: #FFF8E1
+Red: #FFEBEE
+```
+
+**Achievement % (data bars):**
+```
+Minimum: 0%
+Maximum: 150%
+Positive bar: #4CAF50
+Negative bar: #EF5350
+```
+
+### KPI Card Design
+
+```
++------------------------+
+| [Icon]  Revenue Growth |
+|                        |
+|      $2.1M   [G]      |
+|   Target: $2.0M        |
+|   +5.2% vs PY          |
++------------------------+
+```
+
+---
+
+## Interactive Features
+
+### Drillthrough Configuration
+
+From any KPI in the matrix, enable drillthrough to:
+- KPI Detail page (full history and analysis)
+- Initiative page (related strategic projects)
+
+### Tooltip Enhancement
+
+Custom tooltip page showing:
+- KPI definition and formula
+- Monthly spark trend
+- Owner contact information
+- Last updated timestamp
+
+### Bookmarks
+
+- "Current Month" - Latest period only
+- "YTD View" - Year-to-date aggregation
+- "Perspective Focus" - One perspective at a time
+- "Print View" - Simplified layout for export
+
+---
+
+## Alerting Integration
+
+### Power Automate Triggers
+
+Configure alerts when:
+- KPI moves from Green to Yellow or Red
+- Achievement drops below 85%
+- Target is achieved for the first time
+- Commentary is added or updated
+
+### Email Distribution
+
+```
+Subject: [KPI Alert] {KPIName} Status Changed to {Status}
+
+Body:
+KPI: {KPIName}
+Current Value: {Actual}
+Target: {Target}
+Achievement: {Achievement%}
+Owner: {Owner}
+
+View Dashboard: [Link]
+```
+
+---
+
+## Data Refresh Considerations
+
+### Refresh Frequency
+
+| KPI Type | Refresh | Notes |
+|----------|---------|-------|
+| Financial | Monthly | After month-end close |
+| Operational | Daily/Weekly | Automated from source systems |
+| Survey-based | Quarterly | After survey completion |
+| Annual | Annually | Strategic planning cycle |
+
+### Incremental Refresh
+
+```
+Configure incremental refresh for FactKPI:
+- Archive data older than 3 years
+- Incremental: Last 12 months
+- Always refresh: Current month
+```
+
+---
+
+## Implementation Checklist
+
+- [ ] Define KPI catalog with owners
+- [ ] Establish target-setting methodology
+- [ ] Configure DimKPI with all metadata
+- [ ] Build calculation logic respecting polarity
+- [ ] Design status thresholds (90%/100%)
+- [ ] Create conditional formatting rules
+- [ ] Configure drillthrough pages
+- [ ] Set up Power Automate alerts
+- [ ] Document data sources and refresh schedule
+- [ ] Train KPI owners on commentary workflow
+- [ ] Establish governance for target updates
+
+---
+
+## Governance
+
+### Change Control
+
+- Target changes require approval from Strategy team
+- KPI additions/removals go through quarterly review
+- Formula changes documented with effective date
+
+### Data Quality
+
+Include data quality indicators:
+- Freshness: Days since last update
+- Completeness: % of expected data points present
+- Accuracy: Variance from source system validation
+
+---
+
+## Related Resources
+
+- [DAX Patterns](../../snippets/dax/)
+- [Conditional Formatting Best Practices](../../skills/data-modeling/SKILL.md)
+- [Corporate Blue Theme](../../styles/power-bi/corporate-blue.json)