Note: This feature is available to Admins & Editors only.
To edit targets on a KPI list:
On the KPI List details page, hover your mouse next to the name of the KPI you want to edit. Click on the 3 dots to open the context menu and click 'Edit KPI'
In the basic edit form, you can
Change existing targets by clicking on the edit icon next to it
Click 'Add new' to specify a change in targets starting from a new period (week/month)
Note: You cannot change the starting period if it matches the starting period of the KPI List. To do this, you will have to change the settings of the KPI List.
You can also edit the display name of the KPI and change the report you want to drill down to.
Click on 'Go to Advanced' to edit advanced settings of the KPI
To add a new KPI
- On the KPI List click on 'Add' -> 'KPI' at the top right corner of the grid.
To remove a KPI
On the KPI List, hover your mouse next to the name of the KPI you want to remove. Click on the 3 dots to open the context menu and click 'Delete'
