Calculated KPIs are created in the same way as normal KPIs by selecting the KPI List, then clicking Add KPI.


This will open the KPI > Configuration menu. Navigate to the Calculation settings:

   It is important to note the formula is applied on the Date match.

Select the tick box to create a calculated KPI
If you would like to set manual capture for targets, baselines, and actual forecasts, select the checkboxes to activate them.
Click the Add button under the Formula References to add KPIs that will be used as input KPIs.
(Minimum requirement is that the input KPI should at least have one value)
Specify the formula that will be used to generate values for the calculated KPI
Use the Test Formula to validate and confirm the produced values are desired. The results of the Test Formula will be displayed on the table.


Since the values on the Calculated KPI are driven by the input KPIs, every update done on an input KPI forces a recalculation of the Calculated KPI's values (Targets and Actuals)


Importantly, note the formula is applied on date match meaning. if you have a calculated KPI with the formula KPI A/KPI B depending on the selected Measurement Type i.e. The cumulative measurement types will calculate Weekly and Monthly values as the sum(KPI A/ KPI B) not sum(KPI A)/ sum(KPI B).