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Overview

Finstack’s KPI feature enables you to configure and track KPIs at both the group and entity levels. Manage KPI data across entities to streamline performance monitoring.

Key Benefits

• Entity-Specific KPIs: Tailor KPIs to specific entities or groups of entities.
• Efficient Configuration: Populate data manually or via Excel import.
• Dynamic Reporting: Filter KPIs by entities for clear insights.

Getting started

Step 1: Access KPI Configuration

1. Navigate to Setup > KPIs.

2. View and manage existing KPIs or create new ones.

   

Step 2: Create or Modify KPIs

1. Click Create new KPI to add a KPI.

   

2. Update the KPI’s:

   • Name: Click the text field to edit.

   • Type: Select Currency, Number, or Percentage.

   • Reposition/Delete: Use the arrow or trash icon.

     

Step 3: Assign KPIs to the entire group or specific entities

1. Apply KPIs to the Entire Group

   • Leave the entity filter at the default: Filtered Entities.

     Note: This setting integrates with the entity filter in Reporting, ensuring that formulas are filtered accordingly for consistency.

   

2. Assign KPIs to Specific Entities

   To organize KPIs for individual entities, group them under a KPI Group using the “Title” type:

• Create a KPI Group Title:

  • Click Create new KPI.

  • Name it (e.g., “KPIs for Entity 1”).

  • Select “Title” from the KPI type dropdown.

  • Assign the Title to the relevant entity (e.g., FinStack X1)

    

• Add specific KPIs under the Title:

  • Click Create new KPI.

  • Name the KPI (e.g., “FTE Entity 1”).

  • Assign it to the same entity (e.g., FinStack X1).

  • Populate KPI values for each month.