KPI Mappings Reference

A quick lookup table mapping each KPI for the Investment Spectrum Dashboard to its filter name, data source, and sample filter values.

KPI	Tool Type	Filter Name	Sample Filter Value
Investment Balance	Jira	Project Name	Platform
Investment Balance	Jira	Issue Completion Status	Product DeploymentDone
Investment Balance	Jira	Exclude Issue Status	BacklogOn HoldOpen
Investment Balance	Maintenance	Include Issue Types	Task
Investment Balance	Maintenance	Labels	IS-Insights
Investment Balance	Maintenance	Investment Category	Operations
Investment Balance	Maintenance	Jira Board
Investment Balance	Maintenance	Components
Investment Balance	New Features	Include Issue Types	EpicStory
Investment Balance	New Features	Investment Category	Existing InvestmentNew InitiativesInnovation
Investment Balance	Support	Labels	IS-Insights
Investment Balance	Support	Include Issue Types	Task
Investment Balance	Support	Investment Category	OperationsCustomer Requests
Investment Balance	Technical Debt	Include Issue Types	Bug
Investment Balance	Technical Debt	Labels	IS-Insights
Investment Balance	Technical Debt	Investment Category	Operations
Investment Balance	Security	Include Issue Types	Bug
Investment Balance	Security	Labels	IS-Insights
Investment Balance	Security	Investment Category	Operations
Planned vs Unplanned Work	Jira	Exclude Issue Status	BacklogOpenOn Hold
Planned vs Unplanned Work	Jira	Include Issue Types	EpicStoryTask
Planned vs Unplanned Work	Jira	Investment Category	Customer RequestsExisting InvestmentInnovation
Planned vs Unplanned Work	Jira	Issue Completion Status	Product DeploymentProduction DeploymentDone
Planned vs Unplanned Work	Jira	Labels	IS-Insights
Planned vs Unplanned Work	Jira	Project Name	Platform
Software Capitalization	Jira	Project Name	Platform
Software Capitalization	Jira	Labels	IS-Insights
Software Capitalization	Jira	Issue Completion Status	DoneProduct DeploymentProduction Deployment
Software Capitalization	Jira	Investment Category	New InitiativesInnovationExisting Investment
Software Capitalization	Jira	Include Issue Types	EpicStoryTask
Software Capitalization	Jira	Exclude Issue Status	BacklogDesign In ProgressDuplicate