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How to manage your KPIs?

Manage KPIs efficiently to drive your cashflow decisions with Agicap.

Updated over a month ago

How to Add a KPI 👍

  1. Navigate to Entity Settings > Key performance indicators.

  2. Click Add > Key Performance Indicator.

  3. Enter your KPI Name, choose its type (manual or formula-based), and, if needed, set the formula.

How to Rename a KPI

  1. Select the KPI you want to rename in your list.

  2. Edit the name inline – the change will update automatically across the app.

How to Duplicate a KPI

  1. Choose the KPI and click Duplicate.

  2. A new KPI will be created with the same type, formula, and name (with “copy” appended).

  3. Note: For manual KPIs, the duplicated KPI will start with empty values.

How to Hide a KPI

  1. Click the Hide button for the desired KPI.

  2. The KPI will be removed from your cashflow plan list while remaining available for formulas and custom dashboards.

How to Delete a KPI

  1. Select the KPI and click Delete.

  2. Deleting a KPI removes it from your list and any formulas or dashboards referencing it will show an error.

How to Group KPIs

  1. Go to the Advanced settings page.

  2. Group your KPIs to manage and display them efficiently.

  3. Warning: Deleting a grouped KPI will delete all KPIs contained within that group.

💡 Tips

  • If you previously imported manual KPIs, update your Excel template when you rename a KPI.

  • Use grouping to keep your dashboard organized and to simplify KPI management.

FAQ ❓

How do I add a new KPI?

You add a KPI by going to Entity Settings > Key performance indicators, clicking Add > Key Performance Indicator, and completing the required fields such as the name, type, and formula if applicable.
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What happens when I rename a KPI?

When you rename a KPI, the change is instantly reflected throughout Agicap. This ensures consistency in formulas, dashboards, and any other place the KPI is referenced.
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Can I duplicate a KPI without copying its manual values?

Yes. When you duplicate a manual KPI, only the structure (name, type, and formula) is duplicated; the values are not copied.
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What should I consider before deleting a KPI?

Before deleting, ensure that no dashboards or formulas are actively using that KPI, as deletion will cause errors in those references. Also, be cautious when deleting grouped KPIs since it will remove all KPIs inside the group.
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How do I group KPIs for better management?

Access the Advanced settings page where you can organize your KPIs into groups. This helps you display and manage large numbers of KPIs more efficiently.

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