# How to Save a KPI Save your KPIs for dashboards and automated reporting ## Overview After [creating a KPI](how-to-create-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 Refresh | KPI Behavior | |--------------|--------------| | Daily sync | KPI shows yesterday's data | | Hourly sync | KPI updates every hour | | Real-time | KPI 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? - Create [charts](../chart-types/how-to-create-a-chart) to complement your KPIs - Build a [presentation](../../Canvases/importing-a-powerpoint-or-slides-presentation/how-to-create-a-presentation) with your saved assets