How to Add the Custom KPI

Click on the "Profile" tab in the top navigation bar, then select "Account" from the dropdown menu. Next, choose the "Preference" menu on the Account page.
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In the Preferences, Click on the Custom KPI section.
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In the Custom KPI, Click on the "Add KPI's" button. To add new custom KPI.
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Enter the respective values in the modal popup and click "save".
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After added successfully then click the "Quick Action Button" and click the "Activity".
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In the activity modal you can see the checkbox with the created "Custom KPI" name.
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To add the activity, select the respective checkbox and click the "Save" button to confirm.
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Click on the "KPI" menu in the Top Navigation Bar. There you find a new KPI card created with the "Custom KPI" name.
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If you want to view the records for the respective Custom KPI. Click on that card the modal popup will be appear and the records will be listed in the table.
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If you want to edit the custom KPI click on the "Pencil" icon. If you want to delete the Custom KPI click on the "Trash" icon.
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To deactivate the "Custom KPI," simply toggle the active button to turn it off.
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If you have any issues using a custom KPI or would like to ask questions regarding custom KPI, please let us know using our Coach-on-Call feature.