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How to add a custom KPI
How to add a custom KPI
Updated over a year ago

  1. To add a KPI to the KPI list, click the + you see in the upper right hand corner of the KPI list (right side of your screen).

  2. A detail screen will open. Give your KPI a name, select the category, and write a description.

  3. Then click “Count” (near the top right of the list of months) and select the data type. This sets the KPI as a type of number, time or text value.

Pro-tip: After you create a KPI, be sure to add it to a new or existing chart!

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