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Home - SimpleKPI Knowledge Centre

Setting up your account. Using the date control. The KPI Screen Explained. Assigning KPIs and Targets to users. Users / Group Items. Groups / Group Items. KPI Categories / KPIs. Can't find what your looking for? A href=# ■ /a /span " data-cycle-slides=" div". Watch the latest video tutorials. See the latest release notes.

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Setting up your account. Using the date control. The KPI Screen Explained. Assigning KPIs and Targets to users. Users / Group Items. Groups / Group Items. KPI Categories / KPIs. Can't find what your looking for? A href=# ■ /a /span data-cycle-slides= div. Watch the latest video tutorials. See the latest release notes.
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1 talk to us
2 recent updates
3 simplekpi support center
4 getting started
5 importing kpis
6 importing data
7 data integration
8 creating groups
9 kpis and targets
10 manual data entry
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Home - SimpleKPI Knowledge Centre | support.simplekpi.com Reviews

https://support.simplekpi.com

Setting up your account. Using the date control. The KPI Screen Explained. Assigning KPIs and Targets to users. Users / Group Items. Groups / Group Items. KPI Categories / KPIs. Can't find what your looking for? A href=# ■ /a /span " data-cycle-slides=" div". Watch the latest video tutorials. See the latest release notes.

INTERNAL PAGES

support.simplekpi.com support.simplekpi.com
1

Reports - SimpleKPI Knowledge Centre

http://support.simplekpi.com/ReportsAnalytics/Reports

The reports screen provides the ability to view all the performance of your KPIs in one convenient location. You can also use the reports functions to compare against different dates and filter the results using your groups and users. Using the date control. See more videos here. When you first navigate to the reports tab the default 'Top Performing KPI' report is selected. The left hand menu contains a series of other standard reports and your saved reports. The sub menu is divided into two areas:.

2

Importing KPIs - SimpleKPI Knowledge Centre

http://support.simplekpi.com/GettingStarted/ImportingKPIs

If you already know the KPIs you need then Importing your KPIs via a spread sheet can save you time. See more videos here. To import your KPIs from a spread sheet:. Click on the KPIs. Tab from the main navigation bar. Click on the Import KPIs. Click the Select an Excel file. Locate your file locally. Click Upload and Import. Your imported KPIs will now appear in the KPI list or will appear in the categories or the right hand side if you have organised your KPIs into meaningful categories.

3

Groups - SimpleKPI Knowledge Centre

http://support.simplekpi.com/GettingStarted/Groups

Creating groups and assigning users to those groups greatly increases the analytic and reporting functionality of SimpleKPI. An example of common types of groups could include teams, departments or offices. However the flexibility with the groups feature means you can create as many different groups as you need. See more videos here. Groups and KPIs explained. The Sales Revenue performance total for the company. Comparison of Sales Revenue performance for each office. Click on the manage my drop-down.

4

Settings - SimpleKPI Knowledge Centre

http://support.simplekpi.com/Dashboards/Settings

To set up or change a dashboard's settings go to the Dashboards tab and select the settings icon. See more videos here. Enter a Dashboard Name. Select a Dashboard layout,. Choose from 5 different column layouts. Select a background colour. To delete a Dashboard navigate to the options setting and click the [Delete the Dashboard].

5

Setting up your account - SimpleKPI Knowledge Centre

http://support.simplekpi.com/GettingStarted/SettingUpYourAccount

Setting up your SimpleKPI account. This guide will lead you through the steps needed to get your account up and running as quickly as possible. If you do not already have an account, you can create one here. Watch the getting started video. See more videos here. There are a few key steps to creating your account:. Getting data into your account. To begin adding your KPIs click the Add Your KPIs. Button from the getting started menu. From the KPIs screen you can add your KPIs in two ways:. The KPI you jus...

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SimpleKPI Support

https://www.simplekpi.com/Resources/Support

Support Comprehensive user support and information. All the help and support you need to use SimpleKPI. Providing the very best support, videos and tutorials has always been as important to us as the application itself. We have a variety of sources to help you get the most from your SimpleKPI account. We offer full live support to help you get up and running and a comprehensive support structure once you're there. Visit the Support site. Privacy and cookie policy. Get started in 60 seconds.

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SimpleKPI Training

https://www.simplekpi.com/Resources/Training

Dedicated Training Video tutorials and partner training schemes. Helping you succeed with KPI Training. We have a dedicated team working 24/7 to help you maximise the benefits of using SimpleKPI. Training as you use. The system comes with videos covering the main aspects of the system such as Data entry, Dashboards, Reports and integrations all of this video can be access from within the system by going to the getting started tab in your settings. Simple and intuitive Training. Or visit our Vimeo channel.

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Getting Started with SimpleKPI

https://www.simplekpi.com/Resources/GettingStarted

Getting Started with your SimpleKPI Account Start Tracking your KPIs in just a few simple steps. SimpleKPI is the modern way to create, manage and visualise KPI data for organisations of all sizes. Whatever your industry, department or Job role you can easily setup the KPIs unique to your business and start benefiting from the insights that KPI tracking provide. Getting started with SimpleKPI could not be easier. Simply create a trial, add your KPIs, get your data in and you're up and running. Once you h...

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Home - SimpleKPI Knowledge Centre

Setting up your account. Using the date control. The KPI Screen Explained. Assigning KPIs and Targets to users. Users / Group Items. Groups / Group Items. KPI Categories / KPIs. Can't find what your looking for? A href=# ■ /a /span " data-cycle-slides=" div". Watch the latest video tutorials. See the latest release notes.

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