Assign KPI User or KPI Manager access rights to users under Settings > Users & Companies > Users.

Configure general module settings such as automatic recalculation, period defaults, display decimal precision, KPI alerts, and scorecard approval.

Manage KPI Periods with start date, end date, period type, and period status.

KPI Period form view to control evaluation timeframes and manage period status lifecycle (Draft, Open, Closed).

Organize scorecards into categories and business areas for structured reporting, classification, and quick navigation.

Create custom color-coded KPI tags for visual labeling, emphasis, and quick filtering of KPI records.

Define KPI Measurements with source model, calculation type, date field, company field, and domain filter test preview.

Create and manage reusable KPI Variables linked to measurements for formula calculations across scorecards.

KPI Variable form view allowing domain overrides, date field overrides, and company field overrides on top of underlying measurements.

Maintain fixed numerical or percentage constants to reuse in complex KPI formulas and scorecard evaluations.

Configure KPI Constant records with specific constant values, value types and company.

Overview of all KPI Scorecards displaying period, category, owner, company, and current approval state.

Comprehensive Scorecard view with target vs actual lines and all details.

Detailed audit log history recording calculation dates, target values, actual values, differences, achievement percentages, and calculating user/bot.

Configure automated threshold alert rules with triggers (Below Target, Above Target, etc.) and notification channels.

KPI Alert Rule form view to define deviation threshold percentages, notification channels, and target recipient users.

Export scorecards and trend reports into Excel (XLSX) or PDF formats.

Interactive Executive Dashboard featuring overall scores, target vs actual comparisons, status breakdown, top performing KPIs, alerts, and trend charts.