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Create a KPI with rules and thresholds

Color a metric by how it's doing.

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Written by Rodrigo Zaupa

You need permission to manage KPIs.

  1. Go to Settings > KPIs and select New KPI.

  2. Enter a Name, such as "Occupancy target".

  3. Under KPI Rules, set each rule:

    • When: optional conditions, such as a region. A rule with no conditions applies to everything.

    • Then: thresholds, each with a Type (Fixed, Measure or Average), an operator, a Value, a Label and a Color. For example: Good when 95 or more, Warning when 90 or more, Critical otherwise.

  4. Select Create KPI.

[Image: The KPI rule builder with When and Then]

Rules are checked from top to bottom, and within a rule the first threshold that matches wins. Use the arrows to reorder them.

To use the KPI, edit a widget and choose it in the KPI field of a metric, on the Visualization tab.

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