Configure Performance Management

In this topic, you will learn how to configure the Performance Management solution to meet specific needs in your organization.

Load data

The PerformanceManagement feature layer deployed with the solution is designed to be flexible to the different metrics communities may want to measure as part of their Performance Management initiative. The PerformanceManagement feature layer contains two sub layers:

  • A Boundaries layer which stores the different levels of geography used to measure community performance, for example the municipality or city, council districts, neighborhoods, and so on.
  • A Metrics table which stores the name of the metric, the strategic outcome it is associated with, the date it was reported, the geography is measuring, the target or goal associated with the metric, and the actual value recorded. The image below shows an example of two metrics, Graduation Rate and Median Household Income, measured for different geographies and dates.

    Metrics attribute table showing Boundary Name, Date Reported, Metric, Outcome, Actual, and Target fields and attributes

    The image below shows a filtered view of the table for a single metric, Graduation Rate, for the City of Naperville recorded annually since 2014. In this example, we have also set a new target or goal for 2019 with no actual value recorded yet. This allows you to display future goals in the performance dashboard.

    Metrics attribute table showing Boundary Name, Date Reported, Metric, Outcome, Actual, and Target fields and attributes

Load performance boundaries

The Boundaries layer is used to define which geographies the community want to measure performance and controls the options listed in the filter of the performance dashboard. This could be a single location, for example the city, or multiple locations, for example the city, and its neighborhoods and council districts.

To load features from a file geodatabase or shapefile into the Boundaries layer, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the PerformanceManagement feature layer item.
    Note:

    When you deploy the solution two feature layers will be created in your ArcGIS organization My Content tab, PerformanceManagement and PerformanceManagement_dashboard. PerformanceManagement_dashboard is a non-editable view of the PerformanceManagement feature layer that is used by the dashboards. PerformanceManagement is editable and is intended for users inside the organization to add, modify, and delete records.

  2. Open the item details page.
  3. Click Update Data and select Append Data to Layer.
  4. Click Choose File and browse to a zip containing the file geodatabase or shapefile with your boundary features, and then click OK.
  5. Click the Contents drop-down and choose whether the source is a file geodatabase or shapefile.
  6. Click Upload and Continue.
  7. Click the Choose the layer that you wish to append data into drop-down and choose Boundaries.
  8. Uncheck Update existing features.
  9. Click Show field matching to map the fields.
    Note:

    The key required field for the Boundaries layer is the name field which represents the name of the geography. This field is used in the relationship between the Boundaries layer and Metrics table and is what drives the location filter in the dashboard. If you have a type field on the source layer that can be mapped as well. If not, it can be edited after you append the data.

  10. Click Apply Updates.

Load performance metrics

The Metrics table is configured to allow a community to manage all their KPI data across different geographies and over time in a single table. Each row in the table corresponds to a single KPI for a specified geography and date and time.

Often the performance data will be coming from multiple business systems within the organization and exist in many different formats. Much of the effort in standing up the performance management dashboards will be in bringing all these different datasets into a consistent format that can be consumed in ArcGIS. One approach for external tabular data is to use software like Microsoft Excel to format the data to the model expected by the Metrics table. Once formatted in Microsoft Excel, the excel spreadsheet can be loaded into Metrics table.

Tip:

Download a sample Excel spreadsheet with a schema matching the schema of the Metrics table to help with loading into the Performance Management solution.

To prototype the dashboard, it may help to focus on one metric for a specific geography in the community. To load records from the excel spreadsheet into the Metrics table, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the PerformanceManagement feature layer item.
  2. Open the item details page.
  3. Click Update Data > Append Data to Layer.
  4. Click Choose File and browse to your excel spreadsheet, and then click OK.
  5. Click Upload and Continue.
  6. Click the Choose the layer that you wish to append data into drop-down and choose Metrics.
  7. Uncheck Update existing features.
  8. Click Show field matching to map the fields.
  9. Click Apply Updates.

Configure performance dashboard for an outcome

The Performance Management solution comes two template dashboards (large display and mobile) that can be reused for different outcomes and configured for key performance indicators measured in your community.

To configure a dashboard for your strategic outcome and KPIs, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the Performance Management or Performance Management Mobile dashboard.
  2. Open the item details page.
  3. Click Edit Dashboard.
  4. Click the arrow next to Save, click Save As, and specify a title, tags, and a summary.
  5. Hover over the upper left corner of the header and click Configure.
  6. Update the Title for your strategic outcome, and then click Done.
  7. Click the Save to save the dashboard.

The large display dashboard has 2 rows of 4 panels each and the mobile dashboard will have a single column with 8 panels. Each panel is composed of 3 stacked elements:

  • The Current tab is an indicator element that displays the most recent reported value for a given metric. When applicable, this element will also display if the metric is meeting or not meeting the designated target for that geography.
  • The History tab is a serial chart element that displays the performance of that metric over time. The actual value is displayed as a bar chart and when applicable the target is displayed as a line.
  • The Detail tab is a rich text element where you can provide additional context for the metric, for example how it is measured, where the data is coming from, and why it is important.

Each panel is configured for a different key performance indicator associated with the strategic outcome. The steps below describe how you can configure each element in a panel for your metric. Repeat the steps below for each panel in the dashboard.

Note:

The mobile dashboard is intended to be embedded in a website, for example the Community Performance site included in the solution. When editing or viewing the dashboard in the browser the panels will fill the space available and not leave enough space for each panel vertically. The Community Performance site provides the mobile dashboard with enough space vertically so that each panel displays well, and the user can scroll the page to view each metric.

Current tab

To configure the Current tab, complete the steps below:

  1. Click the Current tab in the panel.
  2. Hover over the upper left corner of the element and click Configure.
  3. Click the Data tab.
  4. Change the Filter settings, by clicking the drop-down and changing the Value to correspond to your metric.
  5. Click the Indicator tab.
  6. If your metric has a target, enable Conditional Formatting, otherwise disable this option.
    Note:

    When enabled, you will be able to visualize the value differently when the actual value is equal to or above the target value and when the actual value is less than the target. Also, be sure to complete the following steps for both representations.

  7. Optionally, modify the Middle Text for each indicator, to add or remove additional characters to display next to the actual value, for example a percent sign, dollar sign, and so on.
  8. In the Icon area, click Change and choose an appropriate icon, or click the Custom tab to add your own custom Scalable Vector Graphics (SVG) icon.
  9. Optionally, in the Formatting area, change the value Pattern to format the number.
  10. Click the General tab.
  11. Change the name of the element.
  12. Modify the Title setting by clicking Edit and updating the title for the metric.
  13. Modify the Description setting by clicking Edit.
  14. Click Source and copy and paste the appropriate HTML snippet below into the editor:

    Value is meeting the target:

    <table style="background-color:#35ac46; color:#ffffff; font-size:16px; padding:0px; width:100%">
        <tbody>
            <tr> 
                <td width="40">
                    <svg fill="#ffffff" height="32" id="ember25808" style="vertical-align: middle; margin-left:auto; margin-right:auto; display:block;" viewbox="0 0 16 16" width="32" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink">
                        <path d="M7.5 0C3.366 0 0 3.364 0 7.5S3.365 15 7.5 15c4.136 0 7.5-3.364 7.5-7.5S11.636 0 7.5 0zm.001 14C3.916 14 1 11.084 1 7.5S3.916 1 7.501 1C11.085 1 14 3.916 14 7.5S11.085 14 7.501 14z"></path>
                        <path d="M11.634 4.633L6.5 9.767 4.312 7.579l-.707.707L6.5 11.18l5.841-5.84z"></path>
                    </svg>
                </td>
                <td> 
                    <p><span>Target: </span>{element/reference}</p> 
                    <p>{reportdt}</p> 
                </td> 
            </tr>
        </tbody>
    </table>

    Value is not meeting the target:

    <table style="background-color:#de2900; color:#ffffff; font-size:16px; padding:0px; width:100%"> 
        <tbody> 
            <tr> 
                <td width="40"> 
                    <svg fill="#ffffff" height="32" id="ember25808" style="vertical-align: middle; margin-left:auto; margin-right:auto; display:block;" viewbox="0 0 16 16" width="32" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> 
                        <path d="M7 3h1v7H7zm0 8h1v1H7z" vector-effect="non-scaling-stroke"></path> 
                        <path d="M7.5 0C3.366 0 0 3.364 0 7.5S3.365 15 7.5 15c4.136 0 7.5-3.364 7.5-7.5S11.636 0 7.5 0zm.001 14C3.916 14 1 11.084 1 7.5S3.916 1 7.501 1C11.085 1 14 3.916 14 7.5S11.085 14 7.501 14z" vector-effect="non-scaling-stroke"></path> 
                    </svg> 
                </td> 
                <td> 
                    <p><span>Target: </span>{element/reference}</p>
                    <p>{reportdt}</p>
                </td>
            </tr>
        </tbody>
    </table>

    Metric has no target:

    <table style="background-color:#0084a8; color:#ffffff; font-size:16px; padding:0px; width:100%"> 
        <tbody> 
            <tr> 
                <td width="40"> 
                    <svg fill="#ffffff" height="32" id="ember25808" style="vertical-align: middle; margin-left:auto; margin-right:auto; display:block;" viewbox="0 0 16 16" width="32" xmlns="http://www.w3.org/2000/svg" xmlns:xlink="http://www.w3.org/1999/xlink"> 
                        <path d="M7.5 0C3.366 0 0 3.364 0 7.5S3.365 15 7.5 15c4.136 0 7.5-3.364 7.5-7.5S11.636 0 7.5 0zm.001 14C3.916 14 1 11.084 1 7.5S3.916 1 7.501 1C11.085 1 14 3.916 14 7.5S11.085 14 7.501 14z"></path> 
                        <path d="M8.164 3.414l-.707.708L10.336 7H3v1h7.336l-.224.224-2.655 2.655.707.707L12.25 7.5z"></path> 
                    </svg> 
                </td> 
                <td> 
                    <p>Measured</p> 
                    <p>{reportdt}</p> 
                </td> 
            </tr> 
        </tbody> 
    </table>
  15. Click Source, and then Done.
  16. Click Save to save the dashboard.

History tab

To configure the History tab, complete the steps below:

  1. Click the History tab in the panel.
  2. Hover over the upper left corner of element and click the Configure.
  3. Click the Data tab.
  4. Change the Filter settings, by clicking the drop-down and changing the Value to correspond to your metric.
  5. Update the Minimum Period setting frequency at which the metric is updated.
  6. If the metric has a target value the chart should be configured with two series. Series 1 Field setting should be set to Actual and Series 2 Field setting should be set to Target. Click the + Series button to add a second series if it isn't already added. If the metric has no target, you can remove the second series.
  7. If you did not add a second series, then go to step 12.
  8. Click the Chart tab.
  9. Change the Legend Placement setting to Bottom.
  10. Click the Series tab.
  11. In the Target area, change the Type setting to Line and the Color setting to #00734c.
  12. Click the General tab.
  13. Change the name of the element.
  14. Modify the Title setting by clicking Edit and updating the title for the metric.
  15. Click Done, and then click the Save to save the dashboard.

Detail tab

To configure the Detail tab, complete the steps below:

  1. Click the Detail tab in the panel.
  2. Hover over the upper left corner of element and click Configure.
  3. In the rich text editor update the title for the metric.
  4. Add any addition text, hyperlinks, or images to the description that will help explain how the metric is measured, where the data comes from, and why it is important.
  5. Click Done, and then click the Save to save the dashboard.

Add a strategic outcome page to Community Performance site

The Performance Management solution comes with a site that can be used to share key performance metrics and communicate progress made on strategic outcomes to the general public and other interested stakeholders. The site includes a template page that can be reused for each outcome defined for the community.

To add a new outcome page, complete the steps below:

  1. Sign in to your ArcGIS organization and browse to the Community Performance site.
  2. Open the item page and click View Application.
  3. At the top of the Community Performance site, click the Outcome tab.
  4. Click the edit button edit to open the site editor.
  5. In the top right corner of the page, click More Actions more actions and choose Clone Layout.
    Note:

    This creates a copy of the Outcome page and creates a new item in the home folder of your content.

  6. In the side panel, click Page Info and update the Page Info, Page Summary and slug of the page for your outcome.
  7. Scroll down the page and you will see the two performance management dashboards included with the solution embedded in the page.
    Note:

    While editing the page both dashboards will display. When viewing the page, the first dashboard is in a row that will only display when the browser width is greater than 992 pixels. The second dashboard is optimized for mobile display and is in a row that will only display when the browser width is less than 992 pixels.

  8. Hover over the first dashboard and click the settings button settings.
  9. In the side panel, hover over the Modify button modify and click Edit.
  10. In the Select Application window, search for the Performance Dashboard associated with the outcome and click Select.
  11. Repeat steps 8 through 10 for the mobile dashboard.
  12. Scroll to the Outcome section of the page, hover over the image card and click the settings button settings.
  13. In the side panel, provide an image for the outcome by either drag and drop an image or browsing for an image.
  14. Hover over the Outcome card and click the settings button settings.
  15. Edit the text for your outcome to describe what it is and why it is important to the community.
  16. Click Save.
  17. At the top of page, click the Community Performance drop-down and choose Initiative Site.
  18. In the side panel, click Header.
  19. Expand the Menu options, click Add Link drop-down and choose to existing content.
  20. In the Add Content window, search for the Outcome page you created in the previous steps and click Select.
  21. Drag the menu link in the side panel to reorder link positions at the top of the site.
  22. Click Save.
Note:

In the Discover What Makes Our Community Stand Out section of the site is a gallery card. This gallery will show any pages shared with the site that have the tag "Outcome". The new outcome page you added in the previous steps should now display here and will provide a link to the page. To update the image and text associated with the gallery card, browse to the page item in your content and update the thumbnail, summary and description.

Modify performance survey

To modify the Performance Management Survey, complete the following steps:

  1. Sign in to your ArcGIS organization and browse to the Performance Management Survey.
  2. Open the item details page.
  3. Click the Open in Survey123 menu and choose Manage in Survey123 website.
  4. Click the Design tab.
  5. Make your desired edits to the survey and save the changes.
  6. Click Publish.