KPIs (Key Performance Indicators) in Scoop are reusable metrics that go beyond default aggregations. Create precise calculations, combine data across datasets, and build sophisticated business metrics using familiar spreadsheet formulas.

Why Create KPIs?

Capability	Benefit
Custom aggregations	Sum, count, average, min, max with filters
Time-shifted metrics	Compare to prior periods automatically
Cross-dataset calculations	Combine metrics from different sources
Reusability	Define once, use in any visualization
Drill-down	Click KPI values to see underlying data

Types of KPIs

Type	Description	Example
Dataset KPI	Aggregates a single column with custom rules	Sum of Amount where Stage = Won
Compound KPI	Formula combining other KPIs	Win Rate = Won Deals / Total Deals

Creating a KPI

Click the plus icon next to the KPIs header in the left panel:

Dataset KPIs

Dataset KPIs aggregate a column from a specific dataset with precise control over how the aggregation works.

Basic Setup

Setting	Description
Name	Descriptive name for the KPI
Dataset	Which dataset to aggregate
Column	Which numeric column to calculate
Date Column	Which date to use for time-based analysis

Aggregation Options

Aggregation	When to Use	Example
Sum	Total values	Total Revenue
Count	Number of records	Number of Deals
Count Distinct	Unique values	Unique Customers
Average	Mean value	Average Deal Size
Minimum	Smallest value	Lowest Price
Maximum	Largest value	Highest Score

Time Period Options

For time series analysis:

Setting	Options
Period	Daily, Weekly, Monthly, Quarterly, Yearly
Type	Calendar (Jan-Dec) or Rolling (trailing)

Filtering KPIs

Limit the KPI to specific records:

Filter Type	Example
Dimension filter	Stage = "Closed Won"
Date filter	Created Date >= 2024-01-01
Multiple conditions	Region = "West" AND Size > $50K

Common Filtered KPIs

KPI Name	Base Column	Filter
Won Revenue	Amount	Stage = "Closed Won"
Open Pipeline	Amount	Stage NOT IN ("Won", "Lost")
New Customers	Customer ID (count distinct)	Type = "New"
Enterprise Deals	Amount	Segment = "Enterprise"

Time-Shifted KPIs

Compare values to prior periods:

Shift	Use Case
1 month ago	Month-over-month comparison
1 quarter ago	Quarter-over-quarter
1 year ago	Year-over-year
1 period ahead	Next period forecast

Building Period Comparisons

To create "% Change vs Last Month":

Create KPI: "Revenue This Month" (current period)
Create KPI: "Revenue Last Month" (shifted 1 month)
Create Compound KPI: ('Revenue This Month' - 'Revenue Last Month') / 'Revenue Last Month'

Compound KPIs

Compound KPIs are formulas that combine other KPIs. Use familiar Excel syntax.

Formula Syntax

Element	Syntax	Example
Reference KPI	Single quotes	`'Total Revenue'`
Operators	Standard math	`+ - * /`
Functions	Excel functions	`IF()`, `SUM()`, `ROUND()`

Common Compound KPIs

Ratios and Rates

KPI	Formula
Win Rate	`'Won Deals' / ('Won Deals' + 'Lost Deals')`
Conversion Rate	`'Converted Leads' / 'Total Leads'`
Average Deal Size	`'Total Revenue' / 'Deal Count'`

Period Comparisons

KPI	Formula
MoM Growth	`('Revenue' - 'Revenue Last Month') / 'Revenue Last Month'`
YoY Change	`'Revenue' - 'Revenue Last Year'`
% of Target	`'Actual' / 'Target'`

Cross-Dataset Calculations

KPI	Formula	Datasets Used
Cost Per Lead	`'Marketing Spend' / 'Lead Count'`	Finance + Marketing
Revenue Per Employee	`'Total Revenue' / 'Employee Count'`	Sales + HR
CAC	`'Sales + Marketing Cost' / 'New Customers'`	Finance + CRM

Supported Functions

Most Excel functions work in Scoop:

Category	Functions
Math	SUM, AVERAGE, MIN, MAX, ABS, ROUND
Logic	IF, AND, OR, NOT
Text	CONCATENATE, LEFT, RIGHT, LEN
Date	YEAR, MONTH, DAY, TODAY

Example: Conditional KPI

IF('Win Rate' >= 0.5, "Healthy", "At Risk")

Using KPIs in Visualizations

In Charts

KPIs can be used as:

Y-axis metrics
Secondary axes
Comparison lines

In Tables

KPIs appear as:

Summary columns
Calculated values
Conditional formatting sources

Drill-Down Behavior

When you click a KPI value in a chart or table:

Scenario	Drill Capability
Single dataset KPI	Drill on any dimension
Compound KPI	Drill on shared dimensions only

For compound KPIs, you can drill on:

Time dimensions (always available)
Dimensions common to all component KPIs

Best Practices

Naming Conventions

Practice	Example
Descriptive names	"Won Revenue" not "Rev1"
Include time context	"Monthly Active Users"
Indicate calculation	"Win Rate (%)"

Organization

Tip	Why
Group related KPIs	Easier to find and maintain
Document complex formulas	Others can understand
Use consistent units	Avoid confusion

Performance

Consideration	Recommendation
Many KPIs	Focus on most important
Complex formulas	Break into component KPIs
Large datasets	Pre-aggregate where possible

Common KPI Patterns

Sales KPIs

KPI	Formula/Setup
Pipeline Value	Sum of Amount where Stage = Open
Closed Won	Sum of Amount where Stage = Won
Average Sales Cycle	Average of Days in Pipeline
Pipeline Coverage	Pipeline Value / Quota

Marketing KPIs

KPI	Formula/Setup
Lead Count	Count of Lead ID
MQL Rate	MQL Count / Total Leads
Cost Per Lead	Marketing Spend / Lead Count
Marketing ROI	Revenue from Marketing / Marketing Spend

Customer Success KPIs

KPI	Formula/Setup
Active Users	Count Distinct of User ID (last 30 days)
Churn Rate	Churned Customers / Total Customers
NPS Score	Average of NPS Response
Expansion Revenue	Sum of Upsell Amount

Support KPIs

KPI	Formula/Setup
Ticket Volume	Count of Ticket ID
Resolution Time	Average of Time to Close
First Response Time	Average of Time to First Response
CSAT Score	Average of Satisfaction Rating

Troubleshooting

KPI Shows Unexpected Values

Verify filter conditions
Check date column selection
Confirm aggregation method

Compound KPI Errors

Ensure referenced KPIs exist
Check for division by zero
Verify KPI names in quotes

Drill-Down Not Working

For compound KPIs, drill limited to shared dimensions
Verify underlying KPIs have drill data

Creating Re-usable KPI Formulas