Add KPI Instances

A KPI instance defines what you want the performance indicator to accomplish.

For example, your event coordinator wants to track registrants for an upcoming event, comparing the number of registrants to the event’s capacity. You can create a KPI instance using the “Event Registrant Capacity” KPI definition. After you create and generate a value for the KPI, a link appears in the event record. Depending on permission settings, a user can then access a dashboard displaying the status of the event’s registration vs. the event’s capacity. The user can also manage the KPI from this page, updating the values, editing the KPI settings, or adding additional KPIs.

Note: For Fundraising KPI instances, a Site filtering tab appears on the KPI instance screen. To enable site filtering, from the Site filtering tab, select Site filter enabled. In the Site grid, select sites to associate with a KPI instance. The sites you select here in combination with user security setup determine the KPI instances a user can view. When you associate a site with a KPI instance, a filter is created so that only users with rights to sites you select can view the associated KPI instances on the KPI Instances pages and dashboard. For Fundraising KPI instances, not all sites appear as selections in the Sites grid. Available sites are determined by permissions and sites assigned to a user’s system role. Only those sites assigned to a user through a system role that is associated with the KPI instance add or edit permission appear on the KPI Instances page and dashboard.