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Getting Started with SimpleKPI

Welcome to the SimpleKPI Getting Started walkthrough guide! 🎉

We're here to help you set up your account step-by-step so you can start tracking and visualizing your KPIs in no time.

Whether you’re new to KPI tracking or just need a refresher, this guide will walk you through the most practical steps to get started. While there are many ways to configure your account, these steps are designed to help you get up and running efficiently.

Step 1: Setting Up Your KPIs and Metrics

KPIs are the foundation of your SimpleKPI account. You can add them manually, use our KPI Generator for inspiration, or integrate them from your favorite apps. Here’s how to get your KPIs set up:

Learn more about setting up your KPIs, importing KPIs from other sources, and integrating KPIs from other apps.

Step 2: Adding Users

Now that your KPIs are in place, it’s time to invite your team! You can add users manually one by one or use our spreadsheet upload feature for bulk importing. Follow these steps to get started:

Discover how to set up users in your account, assign roles and privileges, and generate targets to streamline your workflow.

Step 3: Creating Groups (Optional)

Groups in SimpleKPI unlock powerful reporting possibilities. Organize your users into departments, teams, or locations to generate more detailed insights. Once groups are set up, you can filter charts and graphs to answer questions like, Which team is the most productive?

Learn more about using groups to get more insights from your data.

Step 4: Adding Your Data

This is where your KPIs come to life!

You can add data to your KPIs in various ways:

Here’s how to add your data:

Step 5: Creating Dashboards

It’s time to visualize your data! Dashboards let you turn KPIs, users, and data into actionable insights with stunning charts and graphs. Head to the Dashboards tab to create your first dashboard. It’s quick, easy, and here’s how:

KPI Dashboards in SimpleKPI offer endless possibilities to enhance your data visualization and accessibility. You can add a variety of charts to customize your dashboard, ensuring it provides the insights you need at a glance. Dashboards can also be shared both within the account and publicly. For team-wide visibility, you can display your dashboards on TVs or large monitors.

Step 6: Generating Reports (Optional)

You’re all set up! 🎉 But if you want to dive deeper into your data, reports are a great way to analyze trends, uncover opportunities, and understand the story behind the numbers. Create detailed reports to complement your dashboards with these steps:

Need More Help?

We’re here to support you every step of the way! If you need more guidance, check out our additional resources below: