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KPIs

KPIs (Key Performance Indicators) are the headline numbers your team tracks — each one paired with a target and a status so you can see at a glance whether you are on track.

A KPI in Dalgo combines a saved Metric with a target value, a time period, and Red / Amber / Green (RAG) thresholds. The result is a card that shows the current value, how it compares to your target, the trend over time, and a status badge.

KPIs are the leadership-facing layer on top of your data. Use them for the indicators you review in team meetings, share with funders, or publish on a dashboard.

The KPI page​

Select KPIs in the left menu to open the KPI library.

KPI card grid

Each card shows:

  • The KPI name and program tag.
  • A status badge — On Track, Needs Attention, or Off Track.
  • The current value and the target.
  • A period-over-period change — for example, ↑ +12.3% from last month.
  • A small trend chart showing recent periods.
  • The date the underlying data was last refreshed.

Filtering and searching​

Use the controls above the card grid to narrow the list:

  • Search KPIs — find a KPI by name.
  • Type — filter by KPI classification (Input, Output, Outcome, Impact).
  • Program — filter by program tag.
  • Status — show only On Track, Needs Attention, or Off Track KPIs.

Card actions​

Select the ⋯ menu on any card to:

  • View KPI — open the drilldown drawer with a larger chart and notes timeline.
  • Edit KPI — change the name, target, RAG thresholds, tags, or classification.
  • Delete — remove the KPI (blocked if it is on a dashboard — see Deleting a KPI).
  • Download as PNG — save the card as an image.
  • Export Data as CSV — download the trend data.

Deleting a KPI​

  1. Select the ⋯ menu on the KPI card.
  2. Select Delete.
  3. Confirm in the dialog.

If the KPI is used on one or more dashboards, deletion is blocked. The dialog lists every dashboard that uses the KPI — remove it from those dashboards first, then delete.

warning

Deleting a KPI is permanent. The KPI definition, its target, and any notes you added are removed.

Next: Creating a KPI · Notes and drilldown · Metrics