Create a KPI
Create the measure
Start with a template or blank KPI. Choose a template that is close to
your question, or select Start from scratch. You can change a template’s
settings before saving.
Name the KPI and choose what it measures. Select Over time for
records or events during a date range—for example, membership records created in
July. Select At a point in time for records in a state at the end of
each period—for example, active memberships at the end of July. Snapshot
mode is available only for record types that support historical state.
Choose the record type. Search the list and select the records that
contain the information you need. The list is limited by your role’s
permissions.
Choose the calculation. COUNT counts matching records. DISTINCT
counts unique values in a field. SUM, AVG, MIN, and MAX
calculate a numeric field, such as a total, average, smallest, or largest
value. The field picker may let you choose a related field as well.
Add filters if needed. Use the filter builder to include only records
that meet your conditions. Leaving the filter empty means all records
available to that KPI’s record type are included.
Choose periods. For activity KPIs, select a date field and track
weekly, monthly, quarterly, yearly, or all-time results. For snapshot
KPIs, select whether to take the snapshot at the end of each week, month,
quarter, or year. When the period supports it, you can compare with the
previous period or the same period last year.
Set the history length. Choose how many past periods to show in the
mini chart, from 1 to 24. The default is 6. Save the KPI when the
definition matches your question.

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