Showing results for “Setting up managers”
Learn how to set up your SimpleKPI account, add KPIs manually or via spreadsheet, input data, create dashboards, and manage users. This guide provides step-by-step instructions to help you get started quickly and efficiently.
SimpleKPI offers 5 roles: Basic Users (access to their KPIs), Managers (access to selected users’ data), Directors (full access to all data), Administrators (manage applications/settings), and Owners (full access including billing).
Learn how to create and manage groups in SimpleKPI to enhance analytics and reporting. Assign users to groups for better performance tracking. Steps include setting up groups, adding group items, and assigning users to groups.
Learn how to set and manage KPI targets in SimpleKPI. Includes steps for setting default targets, user-specific targets, varying targets over time, and targets for calculated KPIs. Enhance performance tracking and visualization.
Learn how to set up RED, AMBER, and GREEN (RAG) indicators for KPIs. Define ranges for each color to monitor performance. Indicators appear in reports and dashboards as colored circles next to KPI values.
Learn how to view, download, and manage invoices in SimpleKPI. Access historical invoices and set up automatic email notifications for your billing records.
Learn how to set up and customize your dashboards on SimpleKPI. Includes steps for naming, layout selection, background color, and theme toggling. Also covers switching between dropdown and tab layouts for multiple dashboards.
Learn how to add users manually or via spreadsheet. Steps include entering user details, assigning groups, and setting privileges. Manage user performance and organizational KPIs efficiently.
Manual data entry in SimpleKPI allows users to input data for KPIs, select dates, add notes, change targets, and import data from Excel. It supports multiple view data entry and role-based privileges for target setting. Data is auto-saved upon entry.
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