How do I view KPIs?

To view Key Performance Indicators (KPIs), open a company record by clicking the name of the company from anywhere in your account. You will see the most recent KPIs at the bottom of the company profile.

To view past performance, go to the Updates tab within the company record. Here you will find a table of the 6 latest KPIs. Once more than 3 dated entries are added for a given KPI, data will also display graphically so that you can visually see how the KPIs are trending over time. Hover over the graphs to see specific data points. You can export all your current and historical KPI data to a CSV file for additional analysis or reporting by clicking the C icon on the top right.

You can also view all KPIs across all companies in the KPI tab found in the Reports section of your account. There, you can search and filter for different companies, dates and KPIs as well as export all data to a CSV file for additional analysis or reporting.

Note that KPIs are automatically added to Update reports.

Learn how to add an Update.
Learn how to view an Update.
Learn what is automatically included in an Update report.

Note that KPIs and Updates are only available to Enterprise accounts and their members.

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