Every KPI is a recipe you can read
Pick the records, follow a relationship, add up a field. Each KPI is a few plain steps, so anyone can see how a number was worked out, and change it. KPIs can build on other KPIs.
Set targets and milestones, and get alerts for a sharp change, a threshold crossed or a steady decline. Ask AI for suggestions: each one is test-run against your data before you see it.
- addOrder revenue + Invoiced
Order revenue
- filterorders where status ≠ cancelled
- sumtotal
Invoiced
- sumtotal of invoices dated in the period
Target: grow 5% a monthMet