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Set Up Your Own KPIs

Create KPI Types and Metrics (via KPI builder)

  1. Go to the KPI Builder screen.

  2. In the KPI Type view:

    1. Create at least one KPI Type (e.g., “Marketing”, “Finance”).

    2. Add a name, color, and icon for visual grouping.

  3. In the KPI Metric view:

    1. Create individual metrics (e.g., “Closed Programs”, “Invoices Sent”).

    2. Set name (required), color, and icon.

    3. Assign each metric to one of the KPI Types.

Assign Metrics to Scenarios

  • Open Scenarios screen.

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  • Click on the icon under the scenario you are interested in

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  • Assign one or more KPI Metrics to the scenario.

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  • Only assigned KPI metrics can be reported during the scenario execution.

⚠️ If you update definitions for the assigned KPI metrics, you will need to update the JSON used in the scenario to report these metrics.

  • Click the Update button to save your selection.

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    Update the Fusion Scenario

As a Fusion Developer:

  • Copy the JSON structure for any assigned metrics.

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  • Open the target scenario in Fusion.

  • Insert an HTTP module in the place where the KPI event should be reported (e.g., after a successful document upload or invoice generation).

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  • Set in the HTTP module:

    • URL: https://audit-engine.workfocus-fusion.net/kpi/value

      Method: POST

      Body Type: Raw

      Content Type: JSON (application/json)

      Request Content: Paste the JSON copied from FCOE

      quantity – optional, defaults to 1

      amount – optional, defaults to 100

    • Make sure the values reflect the business logic of your scenario.

    • Save the updated Fusion scenario.

    • Update the fields:

      • quantity – optional, defaults to 1

      • amount – optional, defaults to 100

        • Make sure the values reflect the business logic of your scenario.

        • Save the updated Fusion scenario.

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Trigger the Scenario

  • Run the Fusion scenario (manually or automatically) to ensure KPI metrics are sent and recorded.

  • The FCOE application will collect and validate the reported metrics.

  • After execution, open the Scenario KPIs screen and check that the data appears in the table for the corresponding scenario and metric.

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