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KPI Snapshots

This feature is currently available as a Private Preview only

During a Private Preview, only customers who have agreed to our Private Preview usage agreements can access this feature. Additionally, the features documented here are subject to change and / or cancellation, so they may not be available to all users in future.

For more information about our Private Preview releases, including the level of Support offered with them, see: Feature release types.

KPI Snapshots allow users to capture KPI values at scheduled intervals, creating a point-in-time record of KPI performance. Instead of recalculating KPIs dynamically against live data, KPI Snapshots store the calculated KPI results as historical data, enabling reliable trend analysis over time.

For example, if teams update payment terms to improve results, historical KPIs might look better than they actually were. KPI Snapshots preserve the true historical view, letting you compare performance before and after changes and measure the impact of initiatives over time.

The benefits of using KPI Snapshots include:

  • Track historical performance: Keep a true record of KPI values, even if underlying data changes later.

  • Compare before and after: Measure the impact of improvements or corrective actions.

  • Monitor initiatives over time: See how KPIs evolve and track progress across teams.

  • Enterprise-wide views: Combine snapshots from multiple data pools and models to get a single, unified view.

  • Consistent reporting: Build dashboards and reports that reflect both historical and current performance in one place.

How KPI Snapshots work

KPI Snapshots are created by selecting a Knowledge Model that contains KPIs and configuring which KPIs, along with any optional filters or attribute breakdowns, should be captured on a recurring schedule. When a KPI Snapshot is taken, the selected values are stored in the originating data pool and shared to a centralized KPI Snapshots data pool for consistent reporting and analysis across teams and processes.

In this example diagram, KPI snapshots from multiple originating data pools are captured via their respective Knowledge Models. These snapshots are then stored in local KPI Snapshots Data Models, and subsequently consolidated into a centralized KPI Snapshots Data Pool for unified reporting and analysis across teams and processes.

KPI_snapshots_diagram.png

Prerequisites

Before you can create KPI Snapshots, you must complete these prerequisites:

  • Request KPI Snapshots service: Team admins can request the service through their Celonis Platform account team or by creating a Support ticket. After activation, access is initially granted only to the team admins.

    To request access, see: Contacting Support.

  • Set up user access: As only team admins have access, you also need to provide access to the analysts who will create KPI Snapshots and track KPI values.

    To set service level permissions, see: Managing Service level permissions.

  • Configure KPI Snapshot data pool: Once the service is activated, a KPI Snapshots data pool is created within the Celonis Platform team. This data pool behaves like a standard Celonis Platform data pool, with any created KPI Snapshots being saved to the data pool. Like the service permissions, initially only team admins have access to this data pool, so you need to provide access to an other users who will work with the raw data.

    To set data pool access, see: Data Integration Data Pool permissions.

  • Knowledge Model containing KPIs to track: KPIs must be available in an accessible Knowledge Model before creating the snapshot.

    To learn more about Knowledge Models, see: KPIs.

Creating KPI Snapshots

To create a KPI Snapshot from the KPI Snapshots overview area:

Managing existing KPI Snapshots

For this private preview release, you can only view and delete existing KPI Snapshots. You aren't able to edit their configurations.

deleting_an_existing_KPI.png

  1. Click + Add KPI Snapshot.

  2. Configure the KPI source:

    Configure_KPI_source.png

    • KPI Snapshot name: Enter a name for the snapshot, an internal reference only.

    • Studio space: Select the Studio space containing the Knowledge Model to use.

    • Knowledge Model: Select the Knowledge Model containing the KPIs you want to snapshot. The KPI Snapshot will use the latest published version of the model. If the Knowledge Model, or any KPIs or filters you want to use, isn't published, it won't appear in the selection dropdown.

  3. Configure KPIs and attribute breakdowns to regularly take snapshots of:

    Configure_KPIs_and_breakdowns.png

    • KPIs: Select from the KPIs available in the Knowledge Model.

    • Filtered by (optional): Select from the filters available in the Knowledge Model.

    • Breakdown: Select attributes to breakdown filtered KPIs by. An additional snapshot will be taken per attribute breakdown. Attributes not captured in filtered KPI will have a null snapshot.

  4. Configure the snapshot schedule:

    configure_schedule.png

    • Take snapshots on: Select from daily, weekly, and monthly.

    • On: Select the days to take the snapshot on.

    • At: Select the time to take the snapshot on.

    • Timezone: Select the timezone to use.

    • Start date / end date: Select the date to start and end the snapshots on.

  5. Click Save.

    The KPI Snapshot now runs as configured, with the results displayed on the overview page.