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Add or Edit KPIs
Add or Edit KPIs

How to Manually Edit or Add KPIs

Maarten avatar
Written by Maarten
Updated over a week ago

Currently, all KPIs must be manually added and edited. If you ever want to edit a KPI, you can do this by navigating to the top right corner of the KPIs section and clicking "Edit". Then, navigate the far right side of the KPI you'd like to edit. You can click the pencil, edit, and then click the green checkmark to save.

To add a KPI, navigate to the bottom of the KPIs screen after clicking "Edit" at the top right. You can then click "+ Add KPI", enter the line item, and click the green checkmark on the far right of the new line item to save.

Tip💡

You will see under "Type" that numbers in the KPI section can be saved as basic numbers, as currency, or as percentages. Additionally, you will see that under "Yearly Type", line items can be tracked as sums or as averages.

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