1. Administering Planning Modules
  2. Configuring Financials
  3. Configuring Financials
  4. About Adding and Modifying Accounts and Drivers
  5. Adding KPIs

Adding KPIs

You add and edit KPIs in the same way you add or edit accounts and drivers.

To add or edit KPIs:

  1. Check that your KPI member aliases and names don’t conflict with those of the provided KPIs.
  2. From the Configure page, select <Subcomponent> Accounts, and then select KPIs from the Category list.
  3. Perform a task:

    • To add a small number of KPIs, select Add from the Actions menu and then enter details in the new row. Click Edit Formula formula icon to enter the formula for the metric.

    • To add a group of KPIs, export the set of predefined KPIs (select Export from the Actions menu), and then modify the export file in Excel. You can edit predefined KPIs, make a copy of a KPI and modify it to create a new one, or add new KPIs. Then, import the modified file (select Import from the Actions menu).

  4. Refresh the database.