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Custom KPIs: Build the Metrics That Matter to You

We've launched Custom KPIs — a formula builder that lets you define your own calculated metrics and use them anywhere you'd use a standard reporting line on your dashboards.

Key Capabilities​

  • Build your own formula: Combine reporting lines, mappings, and budget modules with constants and operators (+, −, ×, ÷) and brackets to define exactly the metric you want.
  • Period presets and rolling windows: Apply a specific period or a rolling window to individual operands in your formula, so a KPI can compare, say, trailing-twelve-month revenue against a single period's cost.
  • Choose how it displays: Pick a format — number, currency, or percentage — and a comparison mode (against your dashboard target, the prior period, or the prior year).
  • Use it everywhere reporting lines go: Add your Custom KPI as a dashboard card or plot it on the KPI trend chart, right alongside your existing reporting lines.

Why This Matters​

Your business doesn't always fit neatly into a single reporting line. Custom KPIs let you express the metric you actually track — a blended margin, a ratio across two budget modules, a rolling average — without waiting on a feature request or exporting to a spreadsheet.

You'll find Custom KPIs on the Key Metrics dashboard today — click the + button on any card row and switch to the Custom KPIs tab. Read the full guide in Dashboards.