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Explore › Performance Analytics \(Indicator data sources\) › Platform Analytics
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Implement Performance Analytics

Follow these steps to begin using Performance Analytics to improve your service levels.

A properly implemented Performance Analytics solution results in a set of dashboards tailored for the needs of specific people in your company. For an example, see the video linked from ITSM Success Dashboard indicators.

Plan and Prepare

Define goals and measurements to assess and drive improvement.

  1. Identify the business processes you want to measure and improve.
  2. Determine factors and behaviors which affect the health of these business processes.
  3. Decide on the metrics to measure.

For a tool to help you plan and prepare your Performance Analytics solution, see Design your Performance Analytics solution with KPI Composer.

Start with Platform Analytics Solutions

Before you create new indicators, try out the built-in dashboards and indicators available in Platform Analytics Solutions.

Important: Set up and test Platform Analytics Solutions on a non-production instance before enabling them in production.

  1. Check your license entitlement.
  2. Verify that your indicator and breakdown sources refer to the correct tables.
  3. Customize your indicators and breakdowns to meet the needs of your organization.

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Collect data

Collection jobs need to be configured to run with the desired frequency and activated.

  1. Schedule and activate data collector jobs.
  2. Run historical data collector jobs as a one-off to populate empty indicators.

Share results

Display actionable KPIs that tell the story of your business process and display the right level of information to their intended viewers.

  1. Explore the available pre-configured content to get a feel for your data and decide on any dashboard customizations.
  2. Grant dashboard access to stakeholders.

  3. Empower everyone to take action with embedded, real-time analytics.

  4. Planning your indicators
    Before creating an indicator, clarify what goals you wish to attain with the indicator.

  5. Performance Analytics data flow
    Before you get started with Performance Analytics, understand how the data flows through the platform, ultimately resulting in your ability to visualize process improvements.
  6. Performance Analytics architecture
    Before using Performance Analytics, familiarize yourself with how the layers of architecture take you from raw database entries to insightful visuals on dashboards.

Parent Topic:Exploring Performance Analytics