If you already have your KPIs listed somewhere, importing saves you building each one by hand. SimpleKPI gives you a few ways to bring them in, from a quick paste to a full spreadsheet with history.
Quick Add several at once
Quick Add is the fastest way to create a batch of KPIs when you just have a list of names.
- On the KPIs page, open the menu next to Add a KPI and choose Quick Add.
- Paste one KPI name per line, then click Add to list.
- Each name becomes a row. Set the format, frequency and an optional target for each one.
- Click Add to create them all in a single pass.
New rows inherit the format and frequency of the row above, so a batch that's all the same only needs setting once.
Import a spreadsheet with data
To bring in your KPIs and their historical values together, use Import a spreadsheet. Upload an .xlsx, .xls or .csv file and we read it and work out which columns map to which KPIs. You review everything on a summary screen and can correct the mapping before anything is saved. Nothing is written until you confirm.
Start from a template
If you're not sure where to begin, choose Choose a template from the same menu. A template provisions a themed set of KPIs, and a matching dashboard, in one go.
Before a spreadsheet import, put one KPI per column with a clear header row and dates down the side. The cleaner the layout, the more accurate the automatic mapping.