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KPIs (Key Performance Indicators) are calculated metrics that use one or more data points to create meaningful business insights. While data points are raw values, KPIs are the interpreted, actionable numbers that drive decisions.

📹 Videos:

• Creating a KPI for Sales Growth — 5 min
• KPI and User Groups Configuration — 4 min

Creating KPIs

1. Navigate to Organization Settings → KPIs
2. Click Add KPI
3. Fill in:
   • KPI Name — Clear, descriptive name (e.g., "Revenue Growth %")
   • KPI Category — Assign to a category (Financial, Operational, Customer, etc.)
   • Formula — Define how the KPI is calculated using data points
   • Format — How the result should display (currency, percentage, number)
4. Click Save

KPI Categories

KPI Categories organize your KPIs into logical sections on reports. They're not the same thing as Report KPI Groups, which control whether a KPI appears on a report at all — see Report Setup for the distinction. Common categories include:

• Financial — Revenue, COGS, Profit Margin, Expenses
• Operational — Labor Hours, Transactions, Ticket Average
• Customer — Review Scores, Customer Count, Retention Rate
• Growth — Revenue Growth %, New Customer Acquisition

To manage categories, go to Organization Settings → KPI Categories. You can reorder them by dragging and dropping to control how they appear in reports.