KPI-List

The KPI List view is where users configure and manage their Key Performance Indicators (KPIs). After adding a KPI, users can enter essential details, set target values, and track actual performance. This section provides a clear and organized interface to ensure efficient KPI management.

Example View of KPI-List Screen:


More information about each button / section on this screen:

Add New KPI	Allows you to add a new KPI to the list.
Refresh	Looks for any updates to information displayed on the page.
Export	Gives you the option to export the list in Excel format. Example of Excel export file:
Filter by	Allow users to locate specific KPIs based on multiple criteria.
Financial Year	Change the drop down to view details for a specific year. The system will show the Current year as the default.
Move Up/Down	After selecting the desired KPIs, this can be moved up or down in the list.
Bulk Actions	Allows you to perform actions on multiple selected KPIs at once. Find more information here.
Timeline	Displays a timeline on the most recent changes/updates done on the KPI-List.
Close Window	Use the X to close the page (the main screen will show blank).  Choose a sub-menu from the left hand side to load a page.
Expand	The arrow icons make the menu down the left hand side of the page invisible to maximise the space available to display the details. When you use the button again the menu will reappear.

Customizing Your KPI List View

Adjust your KPI list view by adding or removing columns based on what you want to see. This feature allows you to display the most relevant information for your needs.

1. Open Column Menu:

   • Click the arrow icon next to the column headers.

2. Select Columns:

   • Check or uncheck the boxes to add or remove columns.

3. View Updates:

   • The list will automatically update with your selections.

For more information on how to configure KPIs, please refer to Configure KPI Details.