Goals and Alerts are now KPIs
We've introduced a dedicated KPIs area that gives users a single place to track, target, and monitor the metrics that matter most to their clients. It's available at both the account and client level and replaces the previously separate Goals and Alerts sections.
What's Staying the Same
All your existing goal widgets in reports and the dashboard will continue to work
All existing alerts will continue to trigger on their current schedules
Creation options remain the same (one-time, recurring, etc.)
What's Changed
A unified KPIs section at the account and client level replaces Goals and Alerts
Create KPIs from any dashboard or report without leaving the page
See live metric data while setting targets and alerts
Display KPIs as progress bars, line charts, benchmarks, or stat views
All existing Goals and Alerts were automatically changed to KPIs, with no disruptions to your ongoing tracking.
How to Create a KPI
KPIs allow you to set and track the performance of a metric of your choice at the Client or account level, and to be notified when things are going well or off track. KPIs can also be added as widgets to reports and custom dashboards.
Some examples of tracking performance using KPIs include:
Google Ads spend
Facebook Ads clicks
Create a KPI based on a custom metric
Create a KPI from a Google Sheet
To get started, open a Report or Dashboard. Click KPIs on the right sidebar, then click the Add KPI button in the slide-out.
There are 4 parts to any KPI:
Choose a metric so the KPI knows what it's tracking
Filter your chosen metric so tracking is precise and specific
Add a target value and condition that the KPI will monitor and react to
Optionally, set an Alert condition and value so you're notified based on your own criteria if the KPI is off track
First, 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.
With a metric selected, click the top icon, Filters, to apply the same filters to the KPI metric that you would add when filtering a widget on a dashboard or report.
Next, click the Target icon. Choose either a One-time target, or a Recurring target for a KPI that tracks repeatedly. Click the drop-downs to select the appropriate options for this KPI. You can save the KPI now by clicking the button in the bottom right, or add a notification component.
Time Period | Repeat daily, weekly, monthly, quarterly or annually |
Condition | The condition that the KPI will trigger under: Greater than, Greater than or Equal to, Less than, Less than or Equal to, Exactly equal to, Increase by, Decrease by |
Target Value | The value the condition applies to, that is measured within the interval |
Description | Optional custom descriptor used on the KPIs table |
Click the Alert icon to add an optional alert for this KPI. By adding an Alert, you'll know immediately when a Clients’ key metrics hit important KPI thresholds.
The KPI Alert has the same available fields. Choose a condition, value, and interval that you will be notified at. When finished, click Save KPI in the bottom right.
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.
Review the Account-level KPI Table
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.
The KPI table displays all the KPIs across Clients you have access to. In the top left, click Client to quickly filter visible KPIs.
Take quick actions on your KPIs by clicking the ellipsis to the far right. You can Edit the existing KPI, clone it for another Client, refresh the KPI, or delete it.
The KPI table also displays which KPIs have associated notifications by displaying a bell icon to the right of the KPI name.
❓ What month is used for reporting with KPI's?
KPI's always use the current month.
❓ How often do KPI's refresh?
KPI data gets automatically refreshed every 12 hours. If a KPI uses a Custom Metric however, the KPI will refresh every 12 hours while the Custom Metric (when viewing the Custom Metric on a dashboard or report) will update in real time, so the Custom Metric totals within a KPI and a dashboard or report may not always match up exactly.
You can manually refresh your KPI as well however to show the latest data:
❓ Can Google Sheets data be used as part of a KPI?
Yes, Google Sheets data is now available to be used as part of a KPI!
❓ Why can't I use the Google Local Services Ads 'Charged Leads' metric as part of a KPI?
The Google Local Services Ads 'Charged Leads' metric isn't currently able to be added as part of a KPI as this currently doesn't have a date filter so this can't be broken down by date.
❓ Can all data sources be used as part of a KPI?
The below data sources are currently not yet available to be used as part of a KPI:
Google Lighthouse
Unbounce
Invoca
Campaign Monitor
Active Campaign
Brevo
Bird Eye
Grade Us
Vendasta
Yelp
Rank Tracker
Site Auditor
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄