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đź“Š Managing KPI and List Templates

This article explains how, as a Team Administrator or System Administrator in ValueStreamer, you can add, edit, or delete available KPIs and lists for your team. This way, you control which content can be used in team views.

🔍 Content

  • How it works

  • Adding KPIs

  • Adding Lists

  • What can be configured?

  • Tips & Best Practices

  • FAQ

âś… How it works

  1. Open your team

  2. In your overview, navigate to the desired team and click the blue gear icon next to the team name.
    ➡️ You need Team Admin rights for this team.

📸 Screenshot: Opening team management

âž• Adding KPIs

  1. Select the Available KPIs tab.

  2. Click the Plus icon (+) in the top right.

  3. Select one or more KPI templates from the list.

  4. Click Save and close.

📸 Screenshot: Adding & saving KPIs

đź“ť Adding Lists

  1. Select the Available Lists tab.

  2. Click the Plus icon (+) in the top right.

  3. Select the desired list template from the dropdown.

  4. Click Save and close.

📸 Screenshot: Adding a new list

⚙️ What can be configured?

  • You can activate both core templates (system-wide) and tenant-specific templates.

  • Multiple KPIs can be added at once.

  • Aggregated KPIs and KPIs with sub-tiles are marked in the overview.

ℹ️ Notes

  • Only Team Administrators can add or remove templates for their team.

  • Team Administrators can only select KPI and list templates already created by a System Administrator.

  • Deleted templates are not permanently deleted—only hidden.

  • KPI values and list entries remain even if templates are removed.

  • Required fields such as name or type must be correctly filled in; otherwise, the Save button will remain inactive.

  • KPIs and lists selected here are not automatically visible in a team’s view. You must also activate them in one of the team’s views afterward.

✨ Tips & Best Practices

đź’ˇ Best Practice:
Keep your overview lean and relevant. Only activate the KPIs and lists your team truly needs.

⚠️ Warning:
Removing a template may affect linked top topics, actions, or Go & See entries.

đź“Ś Tip:
Mark tenant-specific templates in the name (e.g., Hitrate [DE])—this makes them easier to find later.

âť“ FAQ

What happens if I delete a KPI or list?
→ It is only hidden. Data remains intact.

Can I reactivate it later?
→ Yes, via the Plus icon in the respective tab.

Why is a template not selectable?
→ It has already been activated.

What does “Core” vs. “Tenant-specific” mean?
→ Core: Provided by the system.
→ Tenant-specific: Individually created by a System Administrator.

Who can manage templates?
→ Team Admins for their own team.
→ System Admins for all teams.

What happens to existing data when a template is removed?
→ The data remains stored and will reappear if the template is reactivated.