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Targets

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.

Manual Data Entry

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.

Gauge

Visualize KPIs with three types of gauges: Target Gauge for current values vs. targets, Goal Gauge for tracking progress towards future goals, and RAG Gauge for visualizing KPI values against Red, Amber, and Green thresholds.

Most Asked

Find answers to common questions about resetting passwords, resolving doubled targets or actuals, creating hierarchies or groups, sharing dashboards, and security measures.

FAQ

Find answers to common questions like resetting passwords, fixing doubled targets, creating hierarchies, sharing dashboards, and understanding security measures. Hosted on Microsoft Azure, SimpleKPI ensures data security and compliance with PCI DSS standards.

KPI Categories / KPIs API

Manage KPIs within categories. Key features include adding, updating, and deleting KPIs, setting targets, and defining value directions. Supports JSON and XML formats for data exchange. Example responses and curl commands provided for API interactions.

Data import

Learn how to import data into SimpleKPI using spreadsheets, email, or the Developer API. Follow structured templates for bulk uploads, email data to your unique SimpleKPI address, or automate with the API. Detailed steps and templates provided.

Creating KPIs

SimpleKPI offers multiple ways to create and add KPIs to your account, catering to different needs and workflows. Whether you prefer manually entering your KPIs or integrating data from existing apps, we’ve got you covered. In this guide, we’ll walk you through each option step-by-step to help you get started quickly and efficiently.

Users

SimpleKPI allows assigning KPIs to multiple users, enabling individual and departmental performance tracking. Users can add KPIs via the ‘Users’ button, select KPIs or categories, and save them for specific users. Data entry is user-specific.

RAG

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.