How to Create a Personal KPI Group for Your Dashboard

KPIs, or Key Performance Indicators, are essential metrics to include on your dashboard. They help you identify issues, track progress, and gain insights into how your business is performing. This guide will walk you through the process of creating and customising KPI groups for your dashboard.

Accessing the Dashboard Settings

To create a new KPI group, start by navigating to your profile in the top right-hand corner of the screen. Hover over your profile image, then scroll down and click on the Personalised Dashboard option. This will load your dashboard settings, where you can manage and create KPI groups.

Creating a New KPI Group

In the dashboard settings, click the Create New Group button in the top right-hand corner. This will start a new KPI group. You’ll be prompted to add a title for the group (e.g., “Overdue”), provide a description to explain its purpose, and tick the Share with Others box if you want other users to be able to use this group.

Adding KPIs to the Group

Once the group is created, you’ll see a full list of available KPIs. KPIs can be set up for the entire company, your currently active depot, a specific depot, or the active user or a specific user. Use the filters at the top to narrow down the list by KPI type or search for a specific KPI by name. For example, you might add KPIs like Company Dispatches Overdue, Active Depot Dispatches Overdue, Active Depot Purchases Overview, or Orders Over Credit. Once you’ve selected the KPIs you want, click the Save button to finalise the group.

Customising the KPI Group

You can use the Edit Button to modify the KPI group, where you can add new KPIs, delete unnecessary KPIs by clicking the Bin and reorder the KPIs in a group with the left and right arrows. there are also a couple of tick boxes where you can set the data type, the date the system uses to build the data and the option to hid the KPI if the value is zero.  After creating the group, you’ll have several options to customise it, the Up/Down Arrows to move the group if you have multiple, and the Red Cross will delete the group if it’s no longer needed. The Shrink Text Box option allows you to make the KPI boxes smaller to fit more on screen, while the Show Title option lets you collapse the group title when viewing the dashboard. 

Managing KPI Groups

At the bottom of the dashboard settings, on the left, you’ll see a list of all KPI groups you’ve created. For each group, you can see if it’s public (shared with others), view the name and description, add it to your homepage using the Add button, or delete it using the Delete button. On the right-hand side of the screen, you can also browse public KPI groups created by other users, which display the name, creator, and description. If you find a useful group, you can add it to your dashboard with the Add button.

Viewing KPIs on the Dashboard

Once your KPI group is set up, it will appear on your dashboard. Clicking on a KPI will take you to a detailed list of records. For example, clicking on Orders Over Credit will display a list of all orders that exceed the credit limit. You can double-click on any record to investigate further.

Feel free to set up KPI groups that suit your specific needs and help you run your business effectively.
Creating and customising KPI groups on your Merchanter dashboard is a powerful way to monitor key metrics and stay on top of your business performance. By following this guide, you can tailor your dashboard to display the information that matters most to you.