The KPI Manager

How to manage all your organization's KPIs from one centralized tool.

Written by Tommy Mains

Updated at January 16th, 2025

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Table of Contents

KPI Manager Key Features Overview Managing Your KPIs — Step-by-Step Instructions Frequently Asked Questions (FAQs)

KPI Manager

Our KPI Manager is a centralized hub designed to simplify the way you manage your organization's KPIs. Accessible to users with Admin, Owner, or Coach roles only, this tool allows you to organize, filter, and update KPIs efficiently. With the ability to view all active and archived KPIs in one place, users can:

  • Streamline the cleanup of outdated or irrelevant KPIs.
  • Sort and filter KPIs by metadata like owner, last updated date, or location.
  • Perform bulk actions to save time and effort.

 

 

Key Features Overview

The KPI Manager includes several robust features to enhance your KPI management experience:

  • Comprehensive KPI List: View all active and archived KPIs across your organization.
  • Filtering Options: Sort KPIs by owner, title, last updated date, or type (for example, Smart KPIs).
  • Bulk Actions: Duplicate, archive, or delete multiple KPIs simultaneously.
  • Detail Editing: Access detailed KPI information and make updates directly from the tool.
  • Quick Actions: Use the ellipsis menu for individual KPI actions, such as editing or archiving.

Managing Your KPIs — Step-by-Step Instructions

To access the KPI Manager:

  1. Click Data from the left navigation.
  2. Click Go to KPI Manager on the filters bar. 

Managing KPIs with Bulk Actions

To duplicate, archive, or delete KPIs:

  1. Click any number of the checkboxes shown in the first column of each KPI's row.
  2. Click the Select Action button on the top right of the table.
  3. Select Duplicate, Archive, or Delete from the dropdown.

 

Deleting a KPI will permanently remove it from your account. Consider archiving old or unused KPIs instead to continue referencing them in the future.

 

 

Use the "Show" dropdown at the bottom-right corner of the table to adjust how many KPIs are visible at a time. Selecting all checkboxes will only include the visible KPIs on the page.

To work with a single KPI, simply click the ellipsis on the far right of its row.

 
 

Filtering KPIs

Use the dropdowns and search textbox in the filters bar to sort your organization's KPIs. You can apply filters such as:

  • Owner: Filter by specific KPI owners.
  • Last Updated: Identify KPIs by their most recent activity.
  • Type: Sort by Smart KPIs, currency metrics, or other classifications.

 

Combine multiple filters to quickly locate specific KPIs.

 
 
 

Creating

To create a New KPI from the KPI Manager:

  1. Click the New KPI button near the top right of the page.
  2. Fill in the required fields (such as title and owner).
  3. Click the Save button on the bottom of the panel.
 
 

Editing

To edit a KPI from the KPI Manager:

  1. Locate the intended KPI.
  2. Click anywhere on a KPI's row to open its details card.
  3. Update any field (such as owner, team, or location).
  4. Click the Save button on the bottom of the panel.
 
 

 

Frequently Asked Questions (FAQs)

Why can’t I see some KPIs in the manager?

Ensure you have the necessary permissions (Admin, Owner, or Coach) to access all KPIs.

 
 

What happens when I delete a KPI?

Deleted KPIs are permanently removed and cannot be recovered. Use the archive option if you may need the KPI in the future.

 
 

Can I restore an archived KPI?

Yes, you can unarchive KPIs by accessing the archived list and updating their status.

 
 

What does “Last Reported” mean?

The "Last Reported" column shows the most recent date a value was entered for the KPI on a scorecard.

 
 

 

 

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