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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
Navigate to Setup > KPIs.
View and manage existing KPIs or create new ones.
Click Create new KPI to add a KPI.
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.
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.
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.