How to create a KPI inside a consolidation?
Go to your Consolidation in Agicap.
Click on Add KPI (similarly to an entity-level KPI).
How to define a formula?
Use the same syntax as for entity-level KPIs.
Click "Add" on the top right for a new Key Performance Indicator or a Group
You can reference a global category (all entities) or a specific entity’s category.
Some standard functions (like
EndBalance(offset)) are available in a consolidated way.
Example formula:
= Sales(revenue) - Expenses(marketing)
This instantly displays the net performance across all chosen entities.
How to refresh computations?
From your Cashflow Plan, click Refresh computation.
The refreshing period covers all displayed offsets from the first to the last column.
How to use consolidated KPIs in custom dashboards?
Create or open a custom dashboard.
Select your consolidated KPI as a data source for graphs or counters.
Adjust the period to display your KPI’s value on specific dates.
💡 Tips
Use consolidated KPIs to see the big picture of your business at a glance.
You can build multiple KPIs to compare different performance drivers across your entire organization.
FAQ ❓
How can I edit a KPI’s formula?
Simply open the KPI, and update the expression in the formula field. The changes will apply to all future offsets once you refresh computations.
What if my KPI isn’t displaying any value?
Check that you have selected valid categories or references in your formula. Then refresh computations to ensure the KPI data is up-to-date.