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User Guide

How to Save a KPI

Save your KPIs for dashboards and automated reporting

Overview

After creating a KPI, save it to your library for reuse across dashboards and presentations. Saved KPIs automatically update when your data refreshes, keeping your metrics current without manual effort.

Step-by-Step Guide

Step 1: Configure Your KPI

Make sure your KPI displays exactly what you want:

  • Correct metric and aggregation
  • Appropriate filters applied
  • Comparison period set (if desired)
  • Formatting finalized

Step 2: Click Save

Click the Save button in the KPI toolbar.

Step 3: Name Your KPI

Give your KPI a clear, descriptive name:

Good names:

  • "Monthly Revenue"
  • "Active Customers Count"
  • "Avg Deal Size (Enterprise)"

Avoid:

  • "KPI 1"
  • "New metric"
  • Overly long descriptions

Step 4: Choose Location

Select where to save:

  • Personal Library: Private to you
  • Workspace Library: Visible to all workspace members
  • Directly to Presentation: Add to an existing canvas

Step 5: Confirm and Save

Click Save to finalize. Your KPI is now available for reuse.

Managing Saved KPIs

Find Your KPIs

Access saved KPIs from:

  • The KPI Library in the left sidebar
  • The Insert menu when editing a canvas
  • Your Personal Assets section

Edit a Saved KPI

  1. Open the KPI from your library
  2. Modify the configuration
  3. Click Save to update (or Save As for a new version)

Duplicate a KPI

Create variations quickly:

  1. Right-click the saved KPI
  2. Select Duplicate
  3. Rename and modify as needed

Delete a KPI

  1. Right-click the KPI in your library
  2. Select Delete
  3. Confirm removal

Live Updates

Saved KPIs stay current automatically:

Data RefreshKPI Behavior
Daily syncKPI shows yesterday's data
Hourly syncKPI updates every hour
Real-timeKPI reflects latest data

Filters like "This Month" or "Last 7 Days" automatically roll forward as time passes.

Using Saved KPIs

In Presentations

Drag KPIs from your library onto any canvas slide. They'll display as prominent, styled number cards.

In Dashboards

Combine multiple KPIs at the top of a dashboard for an executive summary view.

In Scheduled Reports

Include saved KPIs in automated email reports. Recipients see the current values at send time.

Best Practices

  • Standardize naming: Use consistent patterns like "{Metric} - {Filter}"
  • Document filters: Add notes if the KPI has non-obvious filters
  • Review periodically: Archive KPIs no longer in use
  • Share wisely: Workspace KPIs should have broad relevance

What's Next?