KPI

KPIs KPIs can publish key metrics within a workspace and also aggregate at a higher level for complete oversight.

Defining, monitoring and evaluating KPIs is a practice followed by virtually every organization. In your organization there may be KPIs such as DORA metrics, Service Level Objectives or Cloud costs. SquaredUp allows you to visualize, monitor, and roll-up these values - giving you complete oversight of your key metrics.

KPIs and monitoring

Although not mandatory when publishing a KPI, creating a monitor for that KPI is greatly encouraged. By doing so, you enable a health status indicator to display for the tile which will roll-up to the workspace dashboard, and the organization home.

For example, if you want to create a KPI to track Incident Responses, you can create a monitor that sets an error condition if the Total number of responses is greater than 4. Then, whenever the number of incident responses reaches 5 or greater the tile will enter an "unhealthy" state and turn red - as will the dashboard it belongs to in the workspace overview.

Adding KPI types

The first step to publishing a KPI is to define a Type on the Settings > KPI page. These types are a general classification for metrics you want to publish. For example, you could create a KPI type for:

• Incident Responses
• Cost
• MTTR
• SLI
• And much more!

If adding an Incident Responses KPI type, you could then create a KPI for P1 incidents, P2 incidents and P3 incidents, to each of which you will assign the Incident Responses type.

Once added, KPI types can be selected as the data stream when configuring a data tile, where they'll surface all their associated KPI objects as rows in the Data table, allowing you to aggregate your key metrics.

How to add KPI types

1. From Settings > KPI > KPI Types click the Add KPI type button.
2. Name:
   Enter a name to describe the KPI, for example Incident Responses.

   

3. Click the Save button to create the KPI type, which displays on the KPI Types page.

Publishing KPIs

Publishing KPIs is simple. You only need to enable the KPI toggle for a tile and then to give that KPI a name and set the KPI type. Once published, the KPI is featured in the Workspace's default dashboard and rolled-up to the organization home.

How to publish KPIs

1. Navigate to the workspace and dashboard where you want the KPI to be.
2. Create a new data tile for the KPI or edit an existing one. See Data tiles for detailed instructions.
3. Optionally, select the Monitoring tab and configure a monitor for the KPI.
4. Select the KPI tab on the right of the tile editor and enable the KPI toggle.
5. Complete the following fields:
   1. Name:
      Enter a name for the KPI. For example, P1 incidents.
   2. Type:
      Select the type of KPI you're creating. For example, Incident Responses.

      

6. Click Save. The tile is published to the dashboard and displays the KPI icon
   . If you chose to configure a monitor then the you'll also see the health state color reflected.

   

Aggregating KPIs

Your KPIs can be used just like any other objects in SquaredUp, allowing you to create dashboards which capture key metrics across your organization and then visualize them in a single location.

When editing a data tile, you can choose a KPI type as your Data Stream. Then, when selecting the Objects for the tile, you can choose from each of the KPIs and workspaces associated with that KPI type.

Roll-up KPIs on the organization home

On the organization home, you can choose to display KPIs and filter your workspaces, enabling you to report on things like customer KPIs, team KPIs and more at a glance.

See What are KPI rollups?

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