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How to link KPI targets to a cockpit

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Key performance indicators (KPIs) can be used to track your performance, as an alternative to using a budget. By comparing KPIs to actual results and the Live forecast, you can see if you are on or behind pace to reach your yearly goal. KPIs can be displayed in the relevant cockpits to help track daily performance.

To display KPI targets in cockpits, the KPI targets module in PMI must be activated. Contact your PMI contact for more details on how to do this.

Image: Graph in a cockpit with KPIs displayed. Yearly productivity and hours targets are compared to actuals in real-time. 

How to link KPIs

The KPI must be linked to each cockpit for targets to be displayed. 

To do this, go to: 

  • KPI module > Settings > Select KPI’s to be displayed in Cockpits.  

Setting the KPIs at chain level ensures consistency and uniformity across all properties. Only when a property differs from the chain standard should the KPI be set at property level.

Select a KPI 

Set the KPI for hours or productivity, based on the locked target setting in the cockpit. 

  • On chain level, a KPI must be selected for productivity or hours for each department.  
  • On property level, the target which was locked in the cockpit is set for each department.   

* Deselecting ‘Use chain settings’ will enable settings on property level. 

The settings chosen will define what will be displayed in the target graph in the cockpit.  

Hours and productivity targets explained

Target locked on hours  

For targets locked on hours there are three KPIs that can be selected:   

  1. Hours per day  
  2. Hours per working day  
  3. Hours per FTE (Full Time Equivalent)  

These KPIs are either daily or hourly values and converted to yearly values displayed in the cockpit.   

To get yearly values:   

  1. Hours per day are multiplied by the days in the year (365).   
  2. Hours per working day are multiplied by the working days as per the FTE module . 
  3. Hours per FTE are multiplied by working days/month and working hours per day. 

Target locked on productivity 

For targets locked on Productivity, the cost driver for that department will be divided by the KPI selected. 

For example, in Housekeeping, where the primary cost driver is Room nights (previous day), the KPI selected should be Rooms per hour (Previous day).

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Troubleshooting tips

This section provides additional troubleshooting advice for readers experiencing specific issues. While it’s packed with useful insights, you may skip it if you’re not facing any related problems.

View option for information and calculation rows in the schedule

If you're having issues with the custom rows (information and calculation rows) in the PMI Schedule, here are some things to consider:

  1. Green Rows: The custom rows in PMI Schedule, both information and calculation rows, are displayed with a green background color. This is a design feature to help users easily identify these rows.
  2. Visibility Issues: If one user can see the green rows but another user cannot, it's likely due to the 'View Options' settings. Each user's view can be customized in PMI, and these settings can affect the visibility of the green rows. To ensure these rows are visible, check the 'View Options' settings and make sure the option to "Show information" rows is enabled.
  3. Access Rights: Remember, the ability to add or modify these custom rows might be restricted based on a user's access rights. Typically, users with administrative rights or specific departmental roles can add or modify these rows.
  4. Data Input: For information rows, you can manually input relevant data as a reference point when scheduling. For calculation rows, they are used to calculate the number of hours that will be needed, based on a specific rule. Make sure the data input is correct to ensure accurate calculations

Understanding Full-Time Equivalents (FTEs) in PMI Scheduling

FTE, or Full-Time Equivalent, is a unit that measures employee workload. In PMI, FTEs can be displayed in the scheduling module instead of hours, providing a more intuitive understanding of staffing levels. The number of hours a FTE works per day can be set in the cockpit settings. The Staffing guide in PMI uses the determined FTE to suggest daily hours in 0.5 FTE increments, ensuring practical scheduling.

Role requirements to be able to adjust and update a schedule

If you want to change a schedule in PMI, you usually need to be a manager, like a Department Head or Front Office Manager. You can make these changes in the PMI scheduling module's cockpit, for both past and future schedules. Remember, you need to have cockpit owner or administrator rights to change Min/Max settings, which affect the SMART forecast and scheduling.