Create a KPI
Use Reports → KPIs → New KPI to create a reusable measure. You need Manage Reports permission and access to the records the KPI will use.
Create the measure
Section titled “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.
Example: count new memberships
Section titled “Example: count new memberships”To count membership records created each month, select Over time and Membership, choose COUNT, and use Enrolled On as the date field. This date is when the membership record was created, not necessarily when its status became active. Choose Monthly and set a comparison if useful. Verify the KPI’s filters and period description after saving; changing filters can materially change the result.
Review or change a KPI
Section titled “Review or change a KPI”Open the KPI from the library to see its current result, definition, filters, history, and any goal. If you have Manage Reports, choose the edit action to update it. Viewing and editing also require access to the KPI’s source records. A KPI can be removed from the library by an authorized user; taking a card off the homepage only changes the dashboard selection.