Set up KPIs in Data Setup > KPIs. Once a KPI is configured there, it can appear in Analysis > KPIs, on the Analysis Dashboard, and in Reports.
Decide whether to start from the library or create your own
- Use + Add from Library when a standard metric already exists.
- Use + New KPI when you need a company-specific metric, naming convention, or formula.
The library is the faster starting point. Custom KPIs are best when you need a metric built around your own logic.
Create a custom KPI
A custom KPI has:
- Name for the full display label
- Abbreviation if you need a short label in tighter layouts
- Formula for the calculation
- Unit, Category, and Decimals for display behavior
- Description if the metric needs extra context for teammates
Type @ in the formula field to insert accounts, account types, account groups, drivers, or other KPIs.
Use the simplest formula that answers the question
Examples:
([subtype:revenue] - [subtype:cogs]) / [subtype:revenue] * 100
Gross margin percentage.
[subtype:current_assets] / [subtype:current_liabilities]
Current ratio.
[driver:Active Accounts]
An operational KPI driven directly from a forecast driver.
Add targets to show status against a goal
Open the target action on a KPI row to set a floor, a ceiling, or both.
Use targets when you want the KPI view, dashboard cards, or report widgets to answer "is this on track?" instead of only "what is the number?"
Good patterns:
- a minimum cash ratio
- a maximum churn rate
- a margin target that changes over time
You can create static targets or formula-based targets.
Where KPI setup shows up later
- Analysis > KPIs for table review across periods
- Analysis > Dashboard for summary cards and charts
- Reports for KPI-driven report widgets