To add or edit KPIs:
- Check that your KPI member aliases and names don’t conflict with those of the provided KPIs.
- From the Configure page, select <Subcomponent> Accounts, and then select KPIs from the Category list.
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 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).
- Refresh the database.