Overview

A KPI Group provides structure and a way to organize your KPIs.

You can add and remove KPIs from groups.


Prerequisites

  • To create a KPI group, you must have created at least one KPI.
  • Only users with Manage Data permissions can create, edit, or delete KPI Groups.

Default groups

By default there are two KPI groups:

  • My KPIs contain KPIs you own
  • Ungrouped contain uncategorized KPIs

Create a KPI group

Perform the following:

  1. In the navigation pane, expand Insights and click KPIs.
  2. In the toolbar, click + Create KPI group.
  3. Enter the KPI group a name in-line and press ENTER.

Add a KPI to a group

Perform the following:

  1. In the navigation pane, expand Insights and click KPIs.
  2. Expand the menu of the KPI that you want to add to a group.
  3. Click Group.
  4. Select the checkboxes of the groups where you want to add the KPI.
    A KPI can belong to more than one KPI groups.
  5. Click Save grouping.

NOTE: If you want a KPI to show up under My KPIs, make sure you are the KPI owner.


Edit and delete a KPI group

  • To edit a KPI group name, click the KPI Group name, enter the new name, and press ENTER.
  • To delete a group, click its delete icon (🗑).
    You only delete the KPI group, the KPIs are not deleted.
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