Overview
A KPI Group provides structure and a way to organize your KPIs.
You can add and remove KPIs from groups.
Prerequisites
Only users with Manage Data permissions can create, edit, or delete KPI Groups.
Default groups
By default there are two KPI groups:
My KPIs contain KPIs you own
Ungrouped contain uncategorized KPIs
Add a KPI to a group
Perform the following:
In the navigation pane click KPIs.
Click to add a new KPI or select an existing KPI you'd like to edit and group.
In the KPI form, under Add to group select an existing KPI group or create a new one
Or:
In the navigation pane click KPIs.
Expand the menu of the KPI that you want to add to a group.
Click Group.
Select the checkboxes of the groups where you want to add the KPI.
A KPI can belong to more than one KPI groups.
Click Save grouping.
NOTE: If you want a KPI to show up under My KPIs, make sure you are the KPI owner.
Edit and delete a KPI group
To edit a KPI group name, click the KPI Group name, enter the new name, and press
ENTER.To delete a group, click its delete icon (🗑).
You only delete the KPI group, the KPIs are not deleted.