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Creating a KPI

Posted 25th January 2014. Last Updated 18th February 2015


This article will show you how to create a KPI.


Accessing KPI Settings

To create or edit a KPI, click the 'KPI Settings' icon.



This will bring you to the 'Basic Settings' tab within 'KPI Settings' as shown below.




Creating a KPI - Step-by Step

To create a new KPI, simply click 'New'.



The KPI Number, Name, and Measurement Unit

Code                  >   The KPI's unique number. It will be created once you save the KPI.

Indicator            >   The KPI name. Ensure it is clear what is being measured.

Measurement   >   How the KPI is being measured. (£000's, %, Quantity)




The Stakeholders that hold a special interest in this KPI.


Shareholder:   The shareholders of the organisation.

Environment:   Any entity or agency affected by the process.

Client:   If your target client (including internal) gains benefits from the results.

Team:   If the KPI is aimed at members of your team. 




Good When

Define whether it is good for the KPI to be: 

(+)   Higher the Better   (e.g  Revenue, renewal rate, productivity)     

(-)    Lower the Better   (e.g.. Customer complaints, system downtime, attrition)    

(=)   Neither    (e.g.. Advertising & Marketing)


Chronic Red

This number defines the consecutive number of months being outside the process range will turn the bubble 'chronic red'.  



The Priority number will dictate which order the KPI will appear on the dashboard.

The KPI below has been selected as '3' and therefore appears as the 3rd KPI on the Dashboard.



Decimal places & Coefficient 

Decimal Places:   The number of decimal places the KPI data will round to.

Coefficient:   Will multiply with the data you insert. Leave as 1 if this does not apply. 


Supported & Secondary

Tick the 'Supported' box if the KPI is supported by another KPI managed by another team member.

Tick the 'Secondary' box if you wish to track its progress but its not considered an important KPI. The KPI will move to the 'Secondary' tab.



Advanced Settings

If you are creating a 'Process KPI' click save and return to the dashboard.

If you are creating a 'Yearly KPI' you will need to 'Set Tolerances'

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