Use KPI groups

Overview

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

You can add and remove KPIs from groups.

Prerequisites

• 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

Add a KPI to a group

Perform the following:

1. In the navigation pane, expand Insights and click KPIs.

2. Click to add a new KPI or select an existing KPI you'd like to edit and group

3. In the KPI form, under Add to group select an existing KPI group or create a new one

Or:

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.