Overview

Users select client, LOB, and location from cascading dropdowns, then complete a rolling 13-week entry grid with up to four KPI values, headcount, rank, and rank total per week.

Business Purpose

Provide controlled KPI data entry and governance so executive reporting uses consistent, auditable weekly performance inputs.

Technology Stack

Authentication and Audit

Windows Authentication domain identity is read on every page load for role-based access and for CreatedBy/ModifiedBy audit stamping on writes.

Entry Page Flow

When all context fields are selected, KPI data is assembled from configuration plus existing entries:

• 13-week lookback is calculated from the most recent Sunday.
• Active KPI goals and weights are filtered by LOB/location and effective date range.
• Weeks are grouped by KPI configuration period to handle mid-stream effective-date changes.
• Up to 4 KPI columns render conditionally; null KPI slots are hidden.
• Column headers show KPI names and directional badges based on the low/high performance flag.

Input and Save Behavior

Each week row supports KPI 1-4 decimals, headcount, rank, and rank total:

• Formatted numeric inputs are used for KPI and headcount values.
• Cell highlighting indicates populated values.
• Rows with all-null values are skipped during save.
• Records are upserted by LOB, Location, and week start date.
• Only changed rows are written back after value comparison checks.

KPI Edit Page

Administrators can update goals and weights with a new effective date for a specific LOB/location:

• Weights must sum to exactly 100%.
• Effective date must be a Sunday.
• Effective date cannot be earlier than 13 weeks before current week start.
• Valid updates are saved and surfaced with inline success/error feedback.

Data Model Scope

Core entities include client, LOB, location, KPI, KPI goals/weights, weekly entry records, and user-to-client role mappings for admin and standard access.

Business Impact

Breakdowns in this application directly reduce confidence in executive KPI reporting and can delay downstream executive dashboard publication cycles.