JP7445614B2 - KPI analysis device, KPI analysis method, and KPI analysis program - Google Patents

Description

The present invention relates to a KPI analysis device, a KPI analysis method, and a KPI analysis program.

Patent Document 1 describes that when a user provides information necessary for creating a KPI (Key Performance Indicators), a new KPI can be created, and the result of the KPI can be compared with a target value. A configuration is disclosed that can be evaluated.

Japanese Patent Application Publication No. 2006-260557

However, in the invention described in Patent Document 1, the user applying the KPI did not specify the grouped targets, so the KPI provided was uniform and lacked flexibility, resulting in an alert. Even if a notification was sent, there was a problem in that the alert notification was sent to unnecessary parties.

The present invention has been made in view of the above-mentioned problems, and it is possible to create definitions of KPIs that users want to check from accumulated financial data, including data linked from outside, and to It is an object of the present invention to provide a KPI analysis device, a KPI analysis method, and a KPI analysis program that can notify an alert when a value exceeding a threshold is detected by applying the KPI.

In order to solve the above-mentioned problems and achieve the purpose, a KPI analysis device according to the present invention is a KPI analysis device comprising a storage section and a control section, the storage section storing basic data including financial data. basic storage means for storing, the control unit includes: a KPI definition creation means for creating a KPI definition for calculating a KPI based on the basic data; and a KPI definition creation means for creating a KPI definition for calculating the KPI based on the basic data; a grouping definition creation means for creating a grouping definition for specifying a group to be identified, the KPI definition, and a KPI grouping definition that is a combination of the grouping definition, and based on the KPI grouping definition, determines an alert target KPI grouping definition creation means for setting a threshold to be used; analysis acquisition means for acquiring analytical data obtained by applying the KPI grouping definition to the basic data and identifying the analytical data to be alerted using the threshold; The present invention is characterized by comprising an alert output means for outputting an alert for analysis data to be alerted.

Further, in the KPI analysis device according to the present invention, the KPI definition creation means displays a KPI definition creation screen in which the KPI definition can be set based on the basic data, and selects the KPI on the KPI definition creation screen. The method is characterized in that when an operand and an operator for calculation are selected, the KPI definition consisting of the operand and the operator is created.

Further, in the KPI analysis device according to the present invention, the grouping definition creation means displays a grouping definition creation screen in which the grouping definition can be set based on the basic data, and selects the KPI on the grouping definition creation screen. When an operand and an operator for specifying the applicable group are selected, the grouping definition composed of the operand and the operator is created.

Further, in the KPI analysis device according to the present invention, the KPI grouping definition creation means displays a definition linking screen in which a combination of the KPI definition and the grouping definition can be set, and displays the KPI definition on the definition linking screen. and if the grouping definition is selected, the KPI grouping definition is created by combining the KPI definition and the grouping definition, and the threshold used for determining the alert target is set based on the KPI grouping definition. Features.

Furthermore, in the KPI analysis device according to the present invention, the basic data further includes transaction details data and/or company comment data.

Further, in the KPI analysis device according to the present invention, the KPI definition creation means further sets the KPI definition in a KPI definition master, and the grouping definition creation means further sets the grouping definition in a grouping definition master. It is characterized by

Further, the KPI analysis method according to the present invention is a KPI analysis method to be executed by a KPI analysis device including a storage unit and a control unit, wherein the storage unit is a base for storing basic data including financial data. a KPI definition creation step for creating a KPI definition for calculating a KPI based on the basic data, which is executed by the control unit; and a group for applying the KPI based on the basic data. a grouping definition creation step of creating a grouping definition to identify the above KPI definition, and creating a KPI grouping definition that is a combination of the above grouping definition, and based on the KPI grouping definition, a threshold value used for determining alert targets; a KPI grouping definition creation step for setting the KPI grouping definition; an analysis acquisition step for acquiring analytical data by applying the KPI grouping definition to the basic data and identifying the analytical data for the alert target using the threshold value; and an alert output step of outputting an alert for the analysis data.

Further, the KPI analysis program according to the present invention is a KPI analysis program to be executed by a KPI analysis device provided with a storage section and a control section, and the storage section is a basic KPI analysis program for storing basic data including financial data. a storage means, in the control unit, a KPI definition creation step of creating a KPI definition for calculating the KPI based on the basic data, and specifying a group to which the KPI is applied based on the basic data. a grouping definition creation step of creating a grouping definition to a KPI grouping definition creation step, an analysis acquisition step of acquiring analytical data by applying the KPI grouping definition to the basic data, and identifying the analytical data of the alert target using the threshold value; and an analysis of the alert target. The present invention is characterized by executing an alert output step of outputting an alert for the data.

According to the present invention, it is possible to apply KPIs created for specific groups such as industry and annual sales to clarify the specificity of the grouping and the content compared to the average, thereby improving alert notifications. This has the effect of improving accuracy and making it possible to focus on necessary targets and consider responses. Furthermore, according to the present invention, by setting a specific group to be alerted and sending alert notifications to narrower targets, it is possible to send alert notifications to targets that really need to be confirmed. This has the effect of making it possible.

FIG. 1 is a diagram showing an example of KPI analysis processing in this embodiment. FIG. 2 is a diagram illustrating an example of KPI analysis processing in this embodiment. FIG. 3 is a block diagram showing an example of the configuration of the KPI analysis device in this embodiment. FIG. 4 is a flowchart illustrating an example of the processing of the KPI analysis device in this embodiment. FIG. 5 is a diagram showing an example of a KPI definition creation screen in this embodiment. FIG. 6 is a diagram showing an example of KPI definition in this embodiment. FIG. 7 is a diagram showing an example of a grouping definition creation screen in this embodiment. FIG. 8 is a diagram showing an example of grouping definition in this embodiment. FIG. 9 is a diagram showing an example of a definition linking screen in this embodiment. FIG. 10 is a diagram showing an example of a data structure in this embodiment. FIG. 11 is a diagram showing an example of alert output in this embodiment.

Embodiments of the present invention will be described in detail based on the drawings. Note that the present invention is not limited to this embodiment.

[1. overview]
First, an overview of the present invention will be explained with reference to FIGS. 1 and 2. FIG. 1 and FIG. 2 are diagrams showing an example of KPI analysis processing in this embodiment.

Traditionally, in KPI analysis, the KPIs provided were uniform and lacked flexibility, and as a result, although indicators were available, it could not be said that the analysis was accurate when applying the KPIs. .

Therefore, in this embodiment, users create definitions of KPIs they want to check from accumulated financial data (for example, manually input financial data and/or financial data linked from outside, etc.), and It provides a mechanism that allows you to receive necessary alert notifications for targeted targets.

For example, as shown in Figure 1, in this embodiment, "dead equity ratio" is created as a KPI definition, "business partners whose operating income in the latest period is less than 1%" is created as a grouping definition, and "dead equity ratio" is created as a grouping definition. If "Equity Ratio" x "Business Partner with Operating Income of Latest Period Less than 1%" > 1.5, an alert is displayed.

In addition, as shown in Figure 2, in this embodiment, in addition to KPI definitions and grouping definitions, a financial item master in which financial items are set is prepared, and financial items are uniquely identified for each customer-account period unit. Alert output may be possible by retaining the amount associated with the code in the basic data. Note that, as shown in FIG. 2, in this embodiment, the definition used for alert output may be created and saved as an alert definition. Here, in this embodiment, a threshold value may be set for the created KPI grouping definition, and an alert may be output when the threshold value is exceeded. Further, in this embodiment, basic data may be regularly monitored and an alert may be output at the timing of data generation. Further, in this embodiment, an alert may be output when a growing company in the range of interest is extracted or when an existing business partner requires attention.

[2. composition]
An example of the configuration of the KPI analysis device 100 according to this embodiment will be described with reference to FIG. 3. FIG. 3 is a block diagram showing an example of the configuration of the KPI analysis device 100 in this embodiment.

As shown in FIG. 3, the KPI analyzer 100 is a commercially available desktop personal computer. Note that the KPI analysis device 100 is not limited to a stationary information processing device such as a desktop personal computer, but is also applicable to a portable type computer such as a commercially available notebook personal computer, a PDA (Personal Digital Assistant), a smartphone, or a tablet personal computer. It may also be an information processing device.

The KPI analysis device 100 includes a control section 102, a communication interface section 104, a storage section 106, and an input/output interface section 108. Each part included in the KPI analysis device 100 is communicably connected via an arbitrary communication path.

The communication interface unit 104 communicatively connects the KPI analysis device 100 to the network 300 via a communication device such as a router and a wired or wireless communication line such as a dedicated line. The communication interface unit 104 has a function of communicating data with other devices via a communication line. Here, the network 300 has a function of connecting the KPI analysis device 100 and the server 200 so that they can communicate with each other, and is, for example, the Internet or a LAN (Local Area Network).

An input device 112 and an output device 114 are connected to the input/output interface unit 108 . As the output device 114, in addition to a monitor (including a touch panel), a speaker or a printer can be used. As the input device 112, in addition to a keyboard, a mouse, and a microphone, a monitor that cooperates with the mouse to realize a pointing device function can be used. Note that, below, the output device 114 may be described as the monitor 114 or the printer 114, and the input device 112 may be described as the keyboard 112 or the mouse 112.

The storage unit 106 stores various databases, tables, files, and the like. The storage unit 106 stores a computer program for giving instructions to a CPU (Central Processing Unit) to perform various processes in cooperation with an OS (Operating System). As the storage unit 106, for example, a memory device such as a RAM (Random Access Memory) or a ROM (Read Only Memory), a fixed disk device such as a hard disk, a flexible disk, an optical disk, etc. can be used. The storage unit 106 includes a basic database 106a, a KPI definition master 106b, a grouping definition master 106c, and a financial item master 106d.

The basic database 106a stores basic data including financial data. Here, the basic data may include transaction details data and/or company comment data. In addition, the basic data includes a store identifier (for example, store number, etc.), customer identifier (for example, customer number and/or customer name, etc.), fiscal year end, consolidated unit identifier (for example, standalone or consolidated), industry type, Account items and/or amounts may be set.

The KPI definition master 106b is a master in which KPI definitions for calculating KPIs are set. Here, the KPI definition master 106b is set with a key (for example, a primary key, etc.), a definition identifier (for example, a KPI definition ID, etc., and/or a definition name, etc.), and/or an arithmetic expression, etc. You can leave it there.

The grouping definition master 106c is a master in which grouping definitions for specifying groups to which KPIs are applied are set. Here, the grouping definition master 106c is set with a key (for example, a primary key, etc.), a definition identifier (for example, a grouping definition ID, etc., and/or a definition name, etc.), and/or an arithmetic expression, etc. You can leave it there.

The financial item master 106d is a master in which financial items are set. Here, a financial item identifier (for example, a financial item code and/or a financial item name) may be set in the financial item master 106d.

The control unit 102 is a CPU or the like that controls the KPI analysis device 100 in an integrated manner. The control unit 102 has an internal memory for storing control programs such as an OS, programs specifying various processing procedures, required data, etc., and performs various information processing based on these stored programs. Execute. Functionally, the control unit 102 includes a KPI definition creation unit 102a, a grouping definition creation unit 102b, a KPI grouping definition creation unit 102c, an analysis acquisition unit 102d, and an alert output unit 102e.

The KPI definition creation unit 102a creates a KPI definition for calculating KPIs. Here, the KPI definition creation unit 102a may create a KPI definition for calculating the KPI based on the basic data. The KPI definition creation unit 102a also displays a KPI definition creation screen on which a KPI definition can be set based on the basic data, and selects operands and operators for calculating the KPI on the KPI definition creation screen. In this case, a KPI definition consisting of the operand and the operator may be created. Further, the KPI definition creation unit 102a may set the KPI definition in the KPI definition master 106b.

The grouping definition creation unit 102b creates a grouping definition for specifying a group to which the KPI is applied. Here, the grouping definition creation unit 102b may create a grouping definition for specifying a group to which the KPI is applied based on the basic data. The grouping definition creation unit 102b also displays a grouping definition creation screen on which a grouping definition can be set based on the basic data, and uses operands and operations for specifying the group to which the KPI is applied on the grouping definition creation screen. If a child is selected, a grouping definition consisting of the operand and operator may be created. Further, the grouping definition creation unit 102b may set the grouping definition in the grouping definition master 106c.

The KPI grouping definition creation unit 102c creates a KPI grouping definition that is a combination of a KPI definition and a grouping definition, and sets a threshold value used for determining an alert target based on the KPI grouping definition. Here, the KPI grouping definition creation unit 102c displays a definition linking screen in which a combination of KPI definitions and grouping definitions can be set, and when a KPI definition and a grouping definition are selected on the definition linking screen, the KPI definition A KPI grouping definition may be created by combining the above grouping definitions, and a threshold value used for determining an alert target may be set based on the KPI grouping definition. Further, in the present embodiment, a KPI grouping definition master may be set in the storage unit 106, and the KPI grouping definition and/or threshold may be set in the KPI grouping definition master.

The analysis acquisition unit 102d acquires analysis data obtained by applying the KPI grouping definition to basic data. Here, the analysis acquisition unit 102d may acquire analysis data obtained by applying the KPI grouping definition to the basic data, and specify the analysis data to be alerted using a threshold value.

The alert output unit 102e outputs an alert for analysis data to be alerted. Here, in this embodiment, an alert definition master may be set in the storage unit 106, and an alert definition in which a definition used for specifying an alert target is set may be set as the alert definition master.

[3. Concrete example]
A specific example of this embodiment will be described with reference to FIGS. 4 to 11.

[KPI analysis processing]
Here, an example of the KPI analysis process in this embodiment will be described with reference to FIG. 4. FIG. 4 is a flowchart showing an example of the processing of the KPI analysis device 100 in this embodiment.

As shown in FIG. 4, when the user inputs a KPI definition creation screen startup instruction via the input device 112, the KPI definition creation unit 102a creates a KPI definition based on the basic data stored in the basic database 106a. A configurable KPI definition creation screen is displayed on the output device 114 (step SA-1).

Then, when the user selects an operand and an operator for calculating a KPI on the KPI definition creation screen via the input device 112, the KPI definition creation unit 102a selects the operand and operator from the operand and operator. A KPI definition is created, and the KPI definition is set in the KPI definition master 106b (step SA-2).

Then, when the user inputs a grouping definition creation screen activation instruction via the input device 112, the grouping definition creation unit 102b generates a grouping definition that can set a grouping definition based on the basic data stored in the basic database 106a. The creation screen is displayed on the output device 114 (step SA-3).

Then, when the user selects an operand and an operator for specifying a group to which the KPI is applied on the grouping definition creation screen via the input device 112, the grouping definition creation unit 102b selects the operand and operator. A grouping definition composed of the operators is created, and the grouping definition is set in the grouping definition master 106c (step SA-4).

Then, when the user inputs a definition linking screen activation instruction via the input device 112, the KPI grouping definition creation unit 102c creates the KPI definition set in the KPI definition master 106b and the KPI definition set in the grouping definition master 106c. A definition linking screen on which a combination of grouping definitions can be set is displayed on the output device 114 (step SA-5).

Then, when a KPI definition and a grouping definition are selected by the user on the definition linking screen via the input device 112, the KPI grouping definition creation unit 102c creates a KPI grouping definition that combines the KPI definition and the grouping definition. , based on the KPI grouping definition, set a threshold value for use in determining alert targets (step SA-6).

The analysis acquisition unit 102d then acquires analysis data obtained by applying the KPI grouping definition to the basic data stored in the basic database 106a (step SA-7).

The analysis acquisition unit 102d then determines whether there is any analysis data that exceeds the threshold (step SA-8).

Then, when the analysis acquisition unit 102d determines that there is no analysis data exceeding the threshold (step SA-8: No), the process ends.

On the other hand, when the analysis acquisition unit 102d determines that there is analysis data exceeding the threshold (step SA-8: Yes), the analysis acquisition unit 102d moves the process to step SA-9.

Then, the analysis acquisition unit 102d identifies analysis data exceeding the threshold value as analysis data to be alerted (step SA-9).

Then, the alert output unit 102e causes the output device 114 to display an alert for the analysis data to be alerted (step SA-10), and ends the process.

Here, an example of the KPI definition creation process in this embodiment will be described with reference to FIGS. 5 and 6. FIG. 5 is a diagram showing an example of a KPI definition creation screen in this embodiment. FIG. 6 is a diagram showing an example of KPI definition in this embodiment.

In this embodiment, as shown in FIG. 5, the KPI definition name is set by the user on the KPI definition creation screen, and the calculation target (subject) and/or fixed value that becomes the operand for calculating the KPI is set by the user on the KPI definition creation screen. , and an operator are selected, a KPI definition consisting of the operand and the operator is created, as shown in FIG. Here, as shown in FIG. 5, on the KPI definition creation screen in this embodiment, the created definition may be able to be used (searched) by other users within the system. In addition, when creating KPI definitions in this embodiment, BS (balance sheet), PL (profit and loss statement), SS (profit appropriation statement), footnotes, selling, general and administrative expenses, manufacturing cost details, cash flow statement, and/or KPI definitions may be created from each basic data such as , financial ratios, etc. Furthermore, in this embodiment, the created KPI definition may be usable in other environments by using definition output/acceptance functions.

Furthermore, an example of the grouping definition creation process in this embodiment will be described with reference to FIGS. 7 and 8. FIG. 7 is a diagram showing an example of a grouping definition creation screen in this embodiment. FIG. 8 is a diagram showing an example of grouping definition in this embodiment.

In this embodiment, as shown in FIG. 7, the grouping definition name is set by the user on the grouping definition creation screen, and the calculation target (subject) and When/or a fixed value and an operator are selected, a grouping definition consisting of the operand and the operator is created, as shown in FIG. Here, as shown in FIG. 7, on the grouping definition creation screen in this embodiment, the created definition may be able to be used (searched) by other users within the system. Furthermore, when creating the grouping definition in this embodiment, the grouping definition may be created from each basic data and/or (auxiliary ledger) transaction details. Further, in this embodiment, the value of the (auxiliary ledger) transaction detail data may be defined, and the value linked to the uniquely identifying code may be held in the storage unit 106.

Furthermore, with reference to FIG. 9, an example of the KPI grouping definition creation process in this embodiment will be described. FIG. 9 is a diagram showing an example of a definition linking screen in this embodiment.

As shown in FIG. 9, in this embodiment, when the user selects a KPI definition and a grouping definition on the definition linking screen, a KPI grouping definition is created by combining the KPI definition and the grouping definition, and the KPI grouping definition is created by combining the KPI definition and the grouping definition. Based on the grouping definition, a threshold value used for determining alert targets is set. Here, as shown in FIG. 9, on the definition linking screen in this embodiment, the created definition may be able to be used (searched) by other users within the system. Further, in this embodiment, the KPI definition and grouping definition shown in FIG. 6 and the grouping definition shown in FIG. 8 may be used as the KPI definition and grouping definition to be combined on the definition linking screen shown in FIG.

Further, with reference to FIG. 10, an example of the data structure in this embodiment will be described. FIG. 10 is a diagram showing an example of a data structure in this embodiment.

As shown in FIG. 10, in this embodiment, analysis is performed by performing calculations using basic data including financial data and transaction detail data based on the calculation formula of the KPI grouping definition that is a combination of the KPI definition and the grouping definition. Data is acquired and thresholds are used to identify analytical data to be alerted. As shown in FIG. 10, in this embodiment, an alert is output for the analysis data to be alerted, and an alert definition in which the definition used to specify the alert target is set.

Further, with reference to FIG. 11, an example of alert output in this embodiment will be described. FIG. 11 is a diagram showing an example of alert output in this embodiment.

As shown in FIG. 11, in this embodiment, basic data is periodically audited to identify analytical data to be alerted, and the target is highlighted. Here, as shown in FIG. 11, in this embodiment, when the user clicks to display the number of alert targets, a list of target targets is displayed, and when the user selects the target target display, each It is also possible to check company data.

[4. Contribution to the Sustainable Development Goals (SDGs) led by the United Nations]
This embodiment can contribute to improving business efficiency and promoting appropriate business decisions of companies, and thus can contribute to Goals 8 and 9 of the SDGs.

Furthermore, this embodiment can contribute to reducing waste loss and promoting paperless and electronic systems, making it possible to contribute to Goals 12, 13, and 15 of the SDGs.

Furthermore, this embodiment can contribute to strengthening control and governance, making it possible to contribute to Goal 16 of the SDGs.

[5. Other embodiments]
In addition to the embodiments described above, the present invention may be implemented in various different embodiments within the scope of the technical idea described in the claims.

For example, among the processes described in the embodiments, all or part of the processes described as being performed automatically can be performed manually, or all of the processes described as being performed manually can be performed manually. Alternatively, some of the steps can be performed automatically using known methods.

In addition, unless otherwise specified, information including processing procedures, control procedures, specific names, parameters such as registered data and search conditions for each process, screen examples, and database configurations shown in this specification and drawings are included. It can be changed arbitrarily.

Further, regarding the KPI analysis device 100, each illustrated component is functionally conceptual, and does not necessarily need to be physically configured as illustrated.

For example, the processing functions of the KPI analysis device 100, especially each processing function performed by the control unit 102, may be realized in whole or in part by a CPU and a program interpreted and executed by the CPU. Alternatively, it may be realized as hardware using wired logic. Note that the program is recorded on a non-temporary computer-readable recording medium that includes programmed instructions for causing the information processing device to execute the processing described in this embodiment. Machine read to 100. That is, a storage unit such as a ROM or an HDD (Hard Disk Drive) stores a computer program that cooperates with an OS to give instructions to a CPU and perform various processes. This computer program is executed by being loaded into the RAM, and constitutes a control unit in cooperation with the CPU.

Further, this computer program may be stored in an application program server connected to the KPI analysis device 100 via any network, and it is also possible to download all or part of it as necessary. be.

Further, a program for executing the processing described in this embodiment may be stored in a non-temporary computer-readable recording medium, or may be configured as a program product. Here, this "recording medium" includes a memory card, a USB (Universal Serial Bus) memory, an SD (Secure Digital) card, a flexible disk, a magneto-optical disk, a ROM, an EPROM (Erasable Programmable Read Only Memory), and an EEPR. OM (registration) Trademark) (Electrically Erasable and Programmable Read Only Memory), CD-ROM (Compact Disk Read Only Memory), MO (Magneto-Optical disk), DVDs (Digital Versatile Discs), Blu-ray (registered trademark) Discs, etc. shall include any “portable physical medium”.

Further, a "program" is a data processing method written in any language or writing method, and does not matter in the form of source code or binary code. Note that a "program" is not necessarily limited to a unitary structure, but may be distributed as multiple modules or libraries, or may work together with separate programs such as an OS to achieve its functions. Including things. Note that well-known configurations and procedures can be used for the specific configuration and reading procedure for reading the recording medium in each device shown in this embodiment, and the installation procedure after reading.

Various databases and the like stored in the storage unit 106 are storage means such as memory devices such as RAM and ROM, fixed disk devices such as hard disks, flexible disks, and optical disks, and various databases used for various processing and website provision. Stores programs, tables, databases, web page files, etc.

Further, the KPI analysis device 100 may be configured as an information processing device such as a known personal computer or workstation, or may be configured as the information processing device to which any peripheral device is connected. Further, the KPI analysis device 100 may be realized by installing software (including programs, data, etc.) that makes the device realize the processing described in this embodiment.

Furthermore, the specific form of dispersion and integration of devices is not limited to what is shown in the diagram, and all or part of them can be functionally or physically divided into arbitrary units according to various additions or functional loads. It can be configured in a distributed/integrated manner. That is, the embodiments described above may be implemented in any combination, or the embodiments may be implemented selectively.

The present invention is useful in all industries that perform financing, credit management, or customer management.

100 KPI analysis device 102 Control unit 102a KPI definition creation unit 102b Grouping definition creation unit 102c KPI grouping definition creation unit 102d Analysis acquisition unit 102e Alert output unit 104 Communication interface unit 106 Storage unit 106a Basic database 106b KPI definition master 106c Grouping definition master 106d Financial item master 108 Input/output interface section 112 Input device 114 Output device 200 Server 300 Network

Claims (6)

A KPI analysis device comprising a storage unit and a control unit,
The storage unit includes:
basic storage means for storing basic data including financial data of a customer company, in which a customer identifier is set ;
Equipped with
The control unit includes:
KPI definition creation means for creating a KPI definition for calculating a KPI based on the basic data;
Grouping definition creation means for creating a grouping definition for specifying a group to which the KPI is applied based on the basic data;
KPI grouping definition creation means that creates a KPI grouping definition that combines the KPI definition and the grouping definition, and sets a threshold value for use in determining alert targets based on the KPI grouping definition;
an analysis acquisition unit that acquires analysis data by applying the KPI grouping definition to the basic data, and uses the threshold to identify the analysis data to be alerted;
Alert output means for outputting an alert for the analytical data to be alerted;
A KPI analysis device characterized by comprising: The KPI definition creation means is
Based on the basic data, a KPI definition creation screen where the KPI definition can be set is displayed, and when an operand and an operator for calculating the KPI are selected on the KPI definition creation screen, the The KPI analysis device according to claim 1, wherein an operator and the KPI definition composed of the operator are created. The grouping definition creation means includes:
Based on the basic data, a grouping definition creation screen on which the grouping definition can be set is displayed, and operands and operators for specifying the group to which the KPI is applied are selected on the grouping definition creation screen. 3. The KPI analysis device according to claim 1, wherein if the grouping definition is made up of the operand and the operator. The KPI grouping definition creation means includes:
Display a definition linking screen where a combination of the KPI definition and the grouping definition can be set, and if the KPI definition and the grouping definition are selected on the definition linking screen, the KPI definition and the grouping definition are combined. The KPI analysis device according to any one of claims 1 to 3, wherein the KPI grouping definition is created, and the threshold value used for determining the alert target is set based on the KPI grouping definition. . A KPI analysis method to be executed by a KPI analysis device equipped with a storage unit and a control unit,
The storage unit includes:
basic storage means for storing basic data including financial data of a customer company, in which a customer identifier is set ;
Equipped with
Executed by the control unit,
a KPI definition creation step of creating a KPI definition for calculating the KPI based on the basic data;
a grouping definition creation step of creating a grouping definition for specifying a group to which the KPI is applied based on the basic data;
A KPI grouping definition creation step of creating a KPI grouping definition that combines the KPI definition and the grouping definition, and setting a threshold value for use in determining alert targets based on the KPI grouping definition;
an analysis acquisition step of acquiring analysis data by applying the KPI grouping definition to the basic data, and identifying the analysis data to be alerted using the threshold;
an alert output step for outputting an alert for the analysis data to be alerted;
A KPI analysis method characterized by comprising: A KPI analysis program to be executed by a KPI analysis device including a storage unit and a control unit,
The storage unit includes:
basic storage means for storing basic data including financial data of a customer company, in which a customer identifier is set ;
Equipped with
In the control section,
a KPI definition creation step of creating a KPI definition for calculating the KPI based on the basic data;
a grouping definition creation step of creating a grouping definition for specifying a group to which the KPI is applied based on the basic data;
A KPI grouping definition creation step of creating a KPI grouping definition that combines the KPI definition and the grouping definition, and setting a threshold value for use in determining alert targets based on the KPI grouping definition;
an analysis acquisition step of acquiring analysis data by applying the KPI grouping definition to the basic data, and identifying the analysis data to be alerted using the threshold;
an alert output step for outputting an alert for the analysis data to be alerted;
KPI analysis program for executing.

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