KPIs
In This Article Overview Accessing the KPI List Understanding the KPI List Interface What Makes a KPI "Up to Date"? Searching for KPIs Fil...
Fri, 12 Jun, 2026 at 12:30 AM
In This Article Overview Accessing the Add KPI Screen Understanding the KPI Configuration Panel Configuring Main KPI Details 1. Name (Required) 2. De...
Mon, 16 Mar, 2026 at 5:06 PM
In This Article Overview Accessing the Edit KPI Screen Understanding the Configuration Screen Editing Main KPI Details Configuration: Source Configur...
Tue, 28 Jul, 2026 at 4:17 PM
In This Article Overview Accessing the KPI Toolbar Navigating KPI Sections Chart Configuration Values Top-Right Toolbar Icons 1. Archive Icon 2....
Tue, 28 Jul, 2026 at 4:19 PM
In This Article Overview Accessing the KPI Chart Understanding the KPI Chart Display Chart Elements Chart Sidebar - Summary Area and Performance Statu...
Tue, 28 Jul, 2026 at 4:23 PM
In This Article Overview Accessing KPI Chart Options Understanding Chart Options 1. Min 2. Max 3. Performance Period 4. Quarters 5. Months 6. Week...
Fri, 20 Mar, 2026 at 4:01 PM
In This Article Overview Accessing the KPI Values Screen Understanding the KPI Values Grid Adding KPI Values Adding Multiple Date Rows at Once Navigat...
Tue, 28 Jul, 2026 at 4:24 PM
In This Article Overview Accessing Notes and Attachments Adding a Comment Adding an Attachment Setting an Effective Date Understanding Comment Groupin...
Fri, 12 Jun, 2026 at 12:31 AM
In This Article Overview Understanding KPI Status Changing KPI Status Archiving a KPI What Happens When a KPI is Archived Filtering KPIs by Status ...
Tue, 28 Jul, 2026 at 4:24 PM
In This Article Overview Prerequisites / Requirements System Configuration User Roles KPI Setup Understanding KPI Source Types 1. Manual Input (De...
Mon, 27 Apr, 2026 at 10:19 PM