Import Your KPIs

If you already have the list of KPIs you need then importing those from a spreadsheet will save a lot of time.

In this section we will discuss the following:

  1. Importing of KPIs
  2. The KPI Spreadsheet structure

1. Importing of KPIs

To import your KPI's you need to follow below steps:

    1. Click the KPIs tab on the right side of the navigation bar;
    2. Click the Import KPIs button;

    3. Click the Choose your file button;
    4. Find your file;
    5. Click Choose and Upload.

As soon as you finish importing your KPIs you will see those either on the KPI list or, if you have organized those into categories, in the KPI categories on the left side of the screen.

Here is a sample for you to try to upload the file into the system.

2. The KPI Spreadsheet structure

Now you know how to import a spreadsheet if you have one. However, before doing that you should bring your spreadsheet into a specific structure to allow the system to understand it. Each column should have a specific header but only 3 of the column headers should be exactly as it is specified below:

      • KPI Name – Mandatory
      • Description - Optional
      • Category – Optional
      • Unit – Mandatory
      • Frequency – Mandatory
      • Direction – Optional
      • Target - Optional


Unable to find an answer?

Looking for anything specific article which resides in general queries? Just browse the various relevant folders and categories and then you will find the desired article.

Contact Us