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Creating a KPI

Every KPI is built on top of a saved Metric. Before you create a KPI, make sure the underlying measurement exists in your Metrics library.

Creating a new KPI​

  1. Select KPIs in the left menu.
  2. Select + Create KPI (or Create your first KPI if the library is empty).

Create KPI — step 1

Step 1 — Metric, name, target, direction​

  1. Open the Select metric dropdown and pick a metric from your Metrics Library. Each entry shows the metric name, its data source, and whether it is a Simple or Calculated metric.
  2. The Name this KPI field auto-fills with the metric name. Edit it if you want a different label on the card.
  3. Enter a Target Value — the number you want this KPI to reach.
  4. Choose a Direction:
    • Higher is better — the KPI should increase toward the target (e.g. students enrolled).
    • Lower is better — the KPI should decrease toward the target (e.g. dropout rate).
  5. Select Continue.
note

If the metric you need doesn't exist yet, select + Create a new metric at the bottom of the metric dropdown to open the Metrics library in a new tab.

Step 2 — RAG status, time period, classification​

This step controls how the KPI is colour-coded and what time grain it tracks.

Target & RAG status

Set the thresholds for each status as a percentage of your target. The card colour and badge update live as values move across these bands.

  • On Track (green) — defaults to 100% or more of target.
  • Needs Attention (amber) — defaults to 80% or more of target (or 120% or less, if direction is "Lower is better").
  • Off Track (red) — anything outside the amber band; calculated automatically.

The form shows the absolute value next to each percentage so you can sanity-check the bands.

Time configuration

  • Time column — the date or timestamp column from the metric's table that periods are bucketed by.
  • Time grain — Daily, Weekly, Monthly, Quarterly, or Yearly. The trend chart and period-over-period change use this grain.

Classification (optional)

  • Program tags — type a tag and press Enter or comma to add it. Existing tags appear as suggestions. Use these to group KPIs by program in the filter bar.
  • KPI type — pick one of Input, Output, Outcome, or Impact. Use these to follow your team's results framework.
  1. Select Create KPI to save.

The new KPI appears on the KPI page with a status badge and trend chart, once the underlying metric has data for the chosen time column.

Editing a KPI​

  1. Select the ⋯ menu on the KPI card and choose Edit KPI.
  2. Update any field and select Save KPI.
note

The linked metric, time column, and time grain cannot be changed after a KPI is created. To change any of these, delete the KPI and create a new one.

Editing the target value recolours historical RAG status — the trend chart re-evaluates every period against the new thresholds.

Next: Notes and drilldown · KPIs overview · Metrics