Performance Analytics, Reporting & Dashboards
About 2% of the CIS-SPM exam — see all 10 domains.
SPM ships Performance Analytics (PA) content, dashboards, and reports for portfolios, projects, resources, and financials. Know the difference: Reporting = point-in-time data from tables; Performance Analytics = time-series, snapshot-based KPIs and scorecards showing trends. SPM dashboards surface portfolio health, demand pipeline, resource utilization, and financial variance. Indicators/breakdowns and data collection jobs drive PA.
Sample questions from this domain
Three of the 6 in this domain, with the reasoning. The full set is in the question bank.
What does Performance Analytics (PA) add beyond standard reports in SPM?
- A. Currency conversion
- B. The ability to submit ideas
- C. Time-series/trended indicators (KPIs) with scorecards to track performance over time ✓
- D. The ability to allocate resources
Why: PA provides trended indicators/KPIs and scorecards over time, beyond point-in-time reports. It does not allocate resources, submit ideas, or convert currency.
Which artifact in PA defines what is being measured (e.g., 'number of at-risk projects') and is collected over time?
- A. An Indicator (KPI) with scheduled data collection ✓
- B. A cost plan
- C. An idea campaign
- D. A resource group
Why: A PA Indicator (KPI) defines a measure and is collected on a schedule to show trends. Cost plans, resource groups, and campaigns are not PA indicators.
Which two components are typically used to build an SPM executive dashboard? (Choose two)
- A. Reports/visualizations (charts, lists) on a dashboard/homepage ✓
- B. Time sheet policies
- C. Sprint cadences
- D. Functional currency rates
- E. PA widgets such as scorecards and trend charts ✓
Why: Executive dashboards combine reports/visualizations and PA widgets (scorecards, trends). Time policies, currencies, and sprint cadences are not dashboard components.