Add a KPI card to a view

A KPI card puts one metric's current value at the top of a view. Use it for the few numbers your team checks every week.

Add a card #

1. Open Organization or a team view, and click Customize in the top right.
2. Click the KPIs tile to show the KPIs section.
3. In the KPIs header, click Metrics (the button with a plus). The picker lists the metrics among the goals the view shows.
4. Type in Search metrics... and click a metric to add its card. To make a new metric instead, click the Add new option at the bottom of the list, which uses your organization's name for metrics.

Add or remove from the goal list #

1. On Organization or a team view, open a metric's row menu.
2. Choose Add to KPI dashboard. On a metric that already has a card, choose Remove from KPI dashboard instead.

Remove a card #

Hover the card and click the × in its corner. You can also click the metric again in the picker to untick it.

After you add a KPI card #

Cards belong to the view, not to you. Adding, removing or reordering a card changes it for everyone who opens that view.

You can also ask Operator to add, remove or reorder cards, for example "add the NRR metric to the KPI dashboard".