KPIs give you a single place to track, target, and monitor the metrics that matter most to your clients. KPIs are available at both the account and client levels and replace the previously separate Goals and Alerts sections. All existing Goals and Alerts were automatically converted to KPIs, so your tracking continued without any disruption.

All your existing goal widgets in reports and dashboards continue to work, all existing alerts continue to trigger on their current schedules, and creation options (one-time, recurring, etc.) remain the same as before.

KPIs let you set and track the performance of any metric at the client or account level, and get notified when things are going well or off track. Common examples include tracking Google Ads spend, Facebook Ads clicks, a custom metric, or data pulled in from a Google Sheet.

To get started, open a Report or Dashboard.

Step 1: Click KPIs on the right sidebar.

Step 2: Click Add KPI in the slide-out panel.

Every KPI has 4 parts:

Step 3: Choose a metric that your KPI will track. You can pick from integration metrics, your own custom metrics, or use Google Sheets to pull in alternative data.

Step 4: With a metric selected, click the Filters icon at the top to apply the same filters to the KPI metric that you would add when filtering a widget on a dashboard or report.

Step 5: Click the Target icon.

Step 6: Choose either a One-time target or a Recurring target for a KPI that tracks repeatedly.

Step 7: Use the drop-downs to select the appropriate options for this KPI.

You can save the KPI now by clicking the bottom-right Save KPI button, or continue adding a notification component.

Step 8: Click the Alert icon to add an optional alert for this KPI. Adding an alert means you'll know immediately when a client's key metrics hit important KPI thresholds.

Step 9: Choose a condition, value, and interval for the alert. The alert uses the same fields as the target: Time Period, Condition, Target Value, and Description.

Step 10: Click Save KPI in the bottom right when finished.

Step 11: Click the X in the top right of the window to leave the KPI edit window.

This KPI can now be dragged onto your dashboard or report like any other widget.

The account-level KPI table shows all KPIs across the clients you have access to and lets you filter, edit, clone, refresh, or delete KPIs in one place.

Step 1: From anywhere in your account, click KPIs on the left sidebar to open the account-level KPI page.

From here, you can view all KPIs across your clients, track account-level KPIs, or add new KPIs.

Step 2: Click Client in the top left of the KPI table to quickly filter which KPIs are visible.

The KPI table also shows which KPIs have notifications attached by displaying a bell icon to the right of the KPI name.

You can take quick actions on any KPI directly from the account-level KPI table.

Step 1: Click the Ellipsis to the far right of a KPI row.

Step 2: Choose Edit to change the existing KPI, Clone to copy it for another client, Refresh to pull the latest data, or Delete to remove it.

KPI data refreshes automatically every 12 hours. If a KPI uses a custom metric, it still refreshes every 12 hours, but the custom metric updates in real time when viewed directly on a dashboard or report.

Because of this, the custom metric totals within a KPI, dashboard, or report may not always match exactly. You can manually refresh a KPI at any time using the Refresh option in the ellipsis menu to show the latest data.

KPIs always use the current month.

KPI data refreshes automatically every 12 hours. If a KPI uses a custom metric, the KPI still refreshes every 12 hours, while the custom metric updates in real time when viewed on a dashboard or report, so totals may not always match exactly. You can also manually refresh a KPI from the ellipsis menu in the account-level KPI table to see the latest data.

Yes, Google Sheets data can be used as part of a KPI.

The Google Local Services Ads "Charged Leads" metric can't currently be added to a KPI because it lacks a date filter and therefore can't be broken down by date.

Not yet. The following data sources aren't currently available to be used as part of a KPI:

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄