In Board, you don’t need to create KPIs from scratch, as there are a number of system-generated KPIs available for you to visualize your data. If you want to expand with more KPIs, you have the option to create custom KPIs.

Under Settings > KPIs, you can view all KPIs across your integrations. Simply select the integration for which you want to see KPIs. The overview is structured so that user-created KPIs are listed at the top, followed by system-generated ones. You can search within specific datasets while also being able to search by the names of the KPIs.

Please note, you need to be an Administrator to access KPIs in Board.

Overview

• KPIs
  • Create KPI
    • Conditions
  • Edit KPI
  • Duplicate KPI
  • Delete KPI
• Dimensions
  • Create Dimension
  • Edit Dimension
  • Delete Dimension

KPIs

Create KPI

If you want to create your own custom KPIs, this can be done with just a few clicks.

Under Settings > KPIs, select the integration for which you want to create a KPI.

Click on Create KPI and fill out the popup with the following information:

1. Name your KPI and optionally add a description.
2. Select Type.
3. Under Data sets, choose the source the KPI should be based on.
4. Under Field, select the field from which the KPI should retrieve data. We recommend using ID, as each ID is unique.
5. Under Action, select how the KPI will be measured.
6. Multiply the value by, here you have the option to enter a static number that the KPI will be multiplied by.
7. Under Time, you can choose different timeframes your KPI should be based on (The help text will let you know what the standard field is in the data-set).
8. Select which field should identify the user by choosing from the drop down under User (The help text will let you know what the standard field is in the data-set). User should be based on an ID and not text.
9. Click Next to optionally set conditions for your KPI.

We recommend to use ID under Field, if possible.

Click Next to optionally set conditions for your KPI.

Conditions

Easily set conditions for your KPI by clicking And/Or else to add conditions.

• With And, you can set multiple conditions that must be met.
• With Or else, you can set multiple conditions and specify how many of them need to be met.

Once you have created your KPI and clicked Save, it will appear in the overview of your KPIs. Custom KPIs can be recognized by the symbols under Options.

Please note that any text you enter as a condition must match the text from the integration exactly, as we distinguish between uppercase and lowercase letters.

If you want to set conditions for your KPI that are based on fields created in your data source, be aware that there must be data in this field before it can be used in Board to create a KPI or conditions.

Once you have created your KPI and clicked Save, it will appear in the overview of your KPIs. Custom KPIs can be recognized by the symbols under Options.

Edit KPI

Do you have an existing KPI that you would like to make changes to? 

1. Navigate to Settings
2. Choose KPIs
3. Select the integration
4. Find the KPI you want to edit
5. Click on the Edit button to make changes to your KPI

Duplicate KPI

If you have KPIs that you want to duplicate, where you, for example, want to keep the setup and make changes to aspects like actions, conditions, or similar, you are able to do so. 

1. Go to Settings
2. Choose KPIs
3. Select the integration 
4. Find the KPI you want to duplicate
5. Click the Duplicate button to copy your KPI
6. Adjust the title and setup of your KPI, and then you can use it to visualize data

Delete KPI

If you have have KPIs you no longer use, you can easily delete these KPIs.

1. Go to Settings
2. Choose KPIs
3. Select the integration
4. Find the KPI you want to delete
5. Simply click the Delete button to delete your KPI
6. Confirm that you want to delete your KPI

Dimensions

With dimensions you are able to use your own dimension, when creating tables in your boards.

How to use your own dimensions:

1. Choose your data source
2. Under Dimension, select the dimension you created under KPIs
3. In Columns, choose Dimension as a column, overwrite the name if you another name than Dimension.

Create Dimension

If you need additional dimensions when creating widgets, you can create your own dimensions. 

1. Navigate to Settings 
2. Click on KPIs
3. Select the integration where you want to create the dimension
4. Click on Dimensions, and then click Create Dimension
5. Fill in the name, and optionally add a description
6. Select the data set and field on which the dimension should be based

You are then ready to use your created dimension in widgets on your boards.

Edit Dimension

If you have a dimension that you want to edit, follow these steps:

1. Navigate to Settings
2. Click on KPIs
3. Find the integration to which the dimension is linked
4. Click on Dimensions
5. You can modify the dimension by clicking Edit Dimension
6. Make your changes and click on Save

Delete Dimension

If you have a dimension that you want to edit, follow these steps:

1. Navigate to Settings
2. Click on KPIs
3. Find the integration to which the dimension is linked
4. Click on Dimensions
5. Click on Delete Dimension to delete your dimension