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Edit a KPI

Open a KPI from the dashboard, change any of its sections, and publish the changes.

Written by Angad Singh

Change a KPI's details, targets, frequency, access or source, then republish it.

Open the KPI

1. On the home screen, click the KPI button to open the KPI dashboard.

2. Click the KPI you want to edit. A window opens with the KPI's details.

Edit and publish

3. In the top right corner of the window, click the pencil (edit) icon, to the left of the close (X) icon. The Create KPI window opens.

4. Make your changes in any section. See About the KPI builder sections for details of each field.

5. Click Publish to make the changes live.

Important: Changing the "total" dropdown in Advanced Details turns the KPI into a calculated KPI. Check this setting before you publish.


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