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Table of contents

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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

Getting started

Step 1: Access KPI Configuration

  1. Navigate to Setup > KPIs.

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

    Step 1_ Access KPI Configuration.png

Step 2: Create or Modify KPIs

  1. Click Create new KPI to add a KPI.

    Group 31.png

  2. Update the KPI’s:

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

  1. Apply KPIs to the Entire Group

    Group 33 (1).png

  2. Assign KPIs to Specific Entities

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