Library tab

The Library tab is where you can add, define, and organize KPIs into groups. Groups are used to manage and categorize your KPIs for tracking.

Note

To access KPIs you must be in Admin mode accessed from your profile.

Add KPIs

  1. Go to KPIs > Library and select Create new KPI.

  2. Fill in the relevant fields.

    • KPI Name: The name entered will display in the different KPI views. Keep the name short and unique.

    • KPI Type: Select the type of value for the KPI.

    • Group: This is the group the KPI should be a part of. Each KPI can belong to one group. To add a new group, enter a new group name under the Group text box.

    • Description: Add a description that will be shown in the KPI Library and will keep your KPIs organized. This field is optional.

Tip

You can create multiple KPIs at the same time in this side panel. Select + Create New KPI to add more than one.

Edit a KPI

  1. Go to KPIs > Library.

  2. Hover your cursor over the KPI row to display the edit and delete icon > select the edit icon .

  3. Edit any of the following parameters: KPI Name, Value, Group, Description.

  4. Select Save.

Move a KPI from one group to another

  1. Go to KPIs > Library.

  2. Hover your cursor over the KPI row to display the edit and delete icon > select the edit icon .

  3. From the KPI Group dropdown select the new group from the menu.

  4. Select Save to continue

Delete a KPI

To successfully delete a KPI you will need to ensure it has first been removed from any templates.

  1. Go to KPIs > Library.

  2. Hover your cursor over the KPI row to display the edit and delete icon > select the delete icon X.

  3. Select Delete in the Delete KPI window.

The KPI will be deleted from your library.