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🧩 Editing KPI Views

This article explains how, in Team Administration, you can adjust existing KPI views. We distinguish between two types of views: Detail view of a KPI and Overview of multiple KPIs.

🔍 Content

  • How it works

  • Difference: Detail vs. Overview view

  • Settings overview

  • Notes & permissions

  • Tips & Best Practices

  • FAQ

✅ How it works

  1. Open the view in the tab menu

    • In the top bar, navigate to an existing KPI view (e.g., detail view of a KPI or overview of multiple KPIs).

  2. Edit the view

    • Click the small ▼ arrow next to the tab name and select Settings.

📸 Screenshot: Menu with settings open

📊 Difference: Detail view vs. Overview view

View type Description Example
Detail view of a KPI Displays a single KPI in focus e.g., Workplace Safety
Overview of multiple KPIs Several KPIs side by side in tiles e.g., Scrap Rate, Output Quantity
 

👉 You can individually name, adjust, or delete both types.

⚙️ Settings overview

📌 Add available KPIs

  • In the Available KPIs section, select the desired KPI(s).

  • Use the arrow buttons to assign them to the view.

  • Use filter functions to find the right KPIs faster.

  • Finish by clicking Save and close.

📸 Screenshot: Selecting & transferring KPIs

🔁 Order of KPIs in the overview view

  • The KPI order matches the order in which they were loaded into the view (right side).

🌍 Display KPIs across teams

  • You can display KPIs from other (non-private) teams.

  • This is helpful, for example, when reviewing detailed KPIs from child teams.

ℹ️ Notes & permissions

✏️ Only Team Administrators can edit views.
🛑 Changes only affect the current view—not system-wide.
👁️ KPIs that are hidden are not deleted; they are only hidden from display.

✨ Tips & Best Practices

  • Use descriptive names for views, e.g., Logistics KPIs or Quality Dashboard.

  • Keep the number of KPIs per view manageable—ideally 4 to 6.

  • Regularly review whether KPIs are still relevant.

❓ FAQ

Can I use multiple KPI views at the same time?
→ Yes, you can create as many tabs with different KPI views as you like.

What happens to deleted KPIs in a view?
→ They are only removed from the current view—not deleted system-wide.

Can I see KPIs from other teams?
→ Only if the respective team is not marked as private.

Who can change KPI views?
→ Only Team Administrators. Members do not have access to the settings.