These guides cover the latest SimpleKPI AI product.Looking for the original? SimpleKPI Classic support.
Create your first KPI, give it a target and get data flowing.
Put your KPIs on a dashboard and add the charts that suit them.
Ask why a KPI moved and follow the answer down to the detail.
Creating KPIs manually
Importing your KPIs
Connecting KPIs from apps
Calculated KPIs
KPI targets
What are breakdowns?
Creating a breakdown & its items
Adding data
Importing data
Scheduling automatic updates
Connecting your data
Connecting with AI
Connecting with the API
Creating a dashboard
Adding charts to a dashboard
Creating a report
How to use the report builder
Using templates
Scheduling reports
AI-generated reports
What is Insights?
Pulse: anomalies & alerts
Explore: deep-diving a KPI
Adding users
Inviting users
Managing roles
Assigning KPIs to users
Organizing users into groups
Time zone & financial year
Customizing your brand
Using the SimpleKPI API
Using tags to filter & segment
Setting up single sign-on (SSO)
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