Skip to main content

KPI Management

KPIs (Key Performance Indicators) are metrics that auto-refresh on a schedule. They power your dashboards, Business Pulse, and alert system.

Screenshot of the KPI management page showing the Active KPIs tab with a list of KPIs, their schedules, and action buttons

Understanding KPIs​

A KPI is defined by:

  • Name — Human-readable label (e.g., "Monthly Revenue")
  • SQL Query — The query that calculates the metric value
  • Schedule — A cron expression defining how often it refreshes (e.g., every hour, daily at 6am)
  • Status — Active (running on schedule) or Paused

Creating KPIs​

Method 1: AI Planner​

The fastest way to create KPIs is with the AI Planner:

  1. Go to Dashboards → KPIs → Planner tab
  2. Describe your business goals in the text box
  3. Click Generate Suggestions

Screenshot of the KPI Planner showing AI-generated KPI suggestions with name, SQL query, schedule, and activation toggles

The AI will suggest relevant KPIs based on your data and goals. For each suggestion, you can:

  • Preview the name, description, SQL query, and schedule
  • Edit any field before activating
  • Configure backfill — how much historical data to compute initially
  • Activate to start collecting

Method 2: Business Context Wizard​

During Business Context setup, the AI performs a feasibility analysis and suggests KPIs as part of the process. You can select which ones to create.

Method 3: Manual Creation​

Advanced users can create KPIs directly by providing:

  • A SQL query that returns a numeric value
  • A cron expression for the schedule
  • A name and description

Managing KPIs​

KPI List​

The Active KPIs tab shows all your KPIs with:

ColumnDescription
NameKPI label
ScheduleHuman-readable schedule (e.g., "Every day at 6:00 AM")
Next RunWhen the KPI will next refresh
StatusActive ✅ or Paused ⏸️

Actions​

ActionDescription
View DetailsSee historical values and trends
Toggle PulseAdd/remove from Business Pulse on the Home Dashboard (max 6)
Pause/ResumeTemporarily stop or restart data collection
Run NowTrigger an immediate computation
DeleteRemove permanently (type "delete" to confirm)

Business Pulse​

Mark up to 6 KPIs as "Pulse" to display them prominently on the Home Dashboard. Pulse KPIs show:

  • Current value with formatting
  • Trend indicator (▲ up / ▼ down / — flat)
  • Mini sparkline chart of recent values

Screenshot of the Business Pulse section on the Home Dashboard showing 4 starred KPIs with values, trends, and sparklines

KPI Detail View​

Click on any KPI to view its detail page:

Screenshot of a KPI detail page showing the current value, historical data chart, and metadata

  • Current Value — Latest computed value
  • Historical Chart — Graph of all historical values
  • Metadata — Schedule, timezone, measurement unit, visibility settings
  • Run Now — Execute the query immediately
info

Schedule Tips: Common schedules include:

  • 0 6 * * * — Daily at 6:00 AM
  • 0 */4 * * * — Every 4 hours
  • 0 9 * * 1 — Every Monday at 9:00 AM
  • 0 0 1 * * — First day of each month at midnight

The platform shows human-readable versions: "Every day at 6:00 AM"