Building KPI and Scorecard Reports in Oracle Fusion

Defining KPIs in context

A KPI report is meaningless without three elements:

• Current value: the measure as of now
• Target or threshold: what good looks like
• Trend: direction of movement (improving or worsening)

Any KPI display missing one of these is just a number.

KPI types by Fusion module

Procurement:

• PO Cycle Time: requisition approval to PO issue (target: <3 days)
• Supplier On-Time Delivery %: receipts within promised date (target: >95%)
• Spend Under Management %: PO-backed spend vs maverick (target: >85%)

Finance:

• Days Sales Outstanding (DSO): average collection period (target: <45 days)
• Invoice Processing Time: receipt to payment (target: <5 days)
• Month-End Close Duration (target: <5 business days)

HCM:

• Headcount vs Budget
• Attrition Rate (target: <12% annually)
• Time-to-Fill: requisition to hire (target: <30 days)

OTBI KPI Watchlist

Fusion Cloud has a built-in KPI Watchlist on the home page. Configure:

1. Reports and Analytics → View → KPI Watchlist
2. Add KPIs from available subject areas
3. Set your target values and threshold bands
4. Watchlist shows traffic light status with trend

Building a BIP KPI dashboard

For branded PDF/Excel KPI reports:

1. Data model with multiple datasets (one per KPI metric)
2. RTF template with summary table: KPI name, current value, target, variance, status icon
3. Conditional formatting: green/amber/red cells based on variance

Use conditional image tags to include traffic light icons:

<?if:DSO_VALUE < 45?>
  [green circle image]
<?end if?>

Drill-through from KPI to detail

The most valuable KPI report lets users click a red KPI and see the underlying transactions. In OTBI, configure drill navigation. In BIP, include a link parameter that opens a detail report filtered to the problem area.