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🧩 Create, Edit, and Delete KPI Templates

This article explains how system administrators can create, configure, and delete KPI templates in the system. All relevant steps are covered, including target/actual values, visualization, status rules, and aggregation.

🔍 Content

  • Create a new KPI template

  • Configure KPI

  • Delete a KPI template

  • Tips & Best Practices

  • FAQ

✅ Create a new KPI template

Open the gear icon
Click the gear icon at the top right.
📸 Screenshot: Navigation bar with gear icon

Navigate to KPI Templates
From the left menu: Templates → KPIs
📸 Screenshot: Selecting "KPIs" in the left navigation

Create new template
Click the “+” icon
📸 Screenshot: "+ New KPI Template" button

🚧 Configure KPI

Step 1: Define title & category

  • Select an existing category (e.g., Quality, Deviations)

  • Enter the title in multiple languages

  • Categories can be modified or extended

Step 2: Enter basic data

  • Set the unit (e.g., %, pieces, min)

  • Select data type (integer or decimal)

  • Define recording interval (day/week/month)

  • Choose default data point (current value or last value)

Step 3: Configure target value(s)

  • Enable "Target values available"

  • Set a simple target or min/max corridor

  • Define color coding for target values

Step 4: Define actual values

  • Define at least one actual value (e.g., defective parts)

  • Optionally: Calculate derived values (e.g., scrap rate via division)

  • Select calculation method (addition, division, multiplication)

Step 5: Set chart type & display

  • Select chart types (line, bar, etc.) for actual/target/result

  • Configure display intervals (e.g., last 7 or 30 days)

Step 6: Aggregation & status rule

  • Enable aggregation (average, sum)

  • Define status rule (e.g., "Red if ACTUAL > TARGET")

  • Optional: "Red if any child = Red" to reflect child team or sub-KPI issues

🗑️ Delete KPI template

  • Select the KPI template (checkbox)

  • Click Delete

  • Read the confirmation text and confirm deletion

ℹ️ Notes:

  • Only system administrators can create, edit, or delete KPI templates

  • CORE KPIs cannot be edited

  • Deleted templates cannot be restored

  • Linked content such as feedback, measures, or Go & Sees will be removed upon deletion

✨ Tips & Best Practices

  • Keep titles clear and concise (“Scrap Rate” instead of “Share of defective parts”)

  • Add translations at creation time

  • Use consistent color schemes across teams

  • Match display intervals and chart type to your data

  • Check if teams are still linked before deleting

❓ FAQ

Can I restore a deleted template?
→ No, restoration is not possible.

Who can delete KPI templates?
→ Only system administrators.

What happens to linked content?
→ It will be deleted (Top Topics, Go&See, feedback, deviations, and measures) – except archived content.

Can I edit an existing KPI?
→ Yes, but only partially (e.g., colors, display options, status rules).