To add a manual KPI:

  • Click 'Add' -> 'Manual KPI'


  • Enter the name of your manual KPI

  • Choose the desired formatting option. The default is set to 'Number'

  • Optionally, you can decide to select a report that you would like to drill down to from the manual KPI


  • You can choose whether to set targets now or later. If you would like to come back later and set targets, simply check the 'Set targets later' checkbox


  • If you would like to keep targets enabled you will need to set targets using the scale that was picked when creating the KPI List. The inputs will vary based on the scale you've selected

  • Once you've entered your targets, click 'Add'


  • If needed, you can adjust for seasonality by specifying new targets in the future. For example, you can set certain targets from Jan - Jun and different targets starting from July. Do this by clicking on 'Add New'.


  • Once you are done configuring your manual KPI, click 'Add KPI'.


  • This will bring you to the KPI List where you can now enter values for the manual KPI. Click 'Save' to save your progress


To enter values for a manual KPI

  • Hover your mouse next to the name of the Manual KPI you want to enter values for. Click on the 3 dots to open the context menu and click 'Enter Values'


  • This will transition the manual KPI to the state where you can enter new values and update existing ones if needed.

  • If you accidentally cleared a value or made changes that you do not wish to save, click on 'Discard Changes' to revert to the previously saved state.

  • Click 'Save' if you would like to preserve your changes