@luquimbo/bi-superpowers 3.1.1 → 3.2.0

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

@@ -1,461 +0,0 @@
-# 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)