How to Add the Custom KPI ?

Click on the "Profile" image in the top navigation bar, then select "Profile" from the dropdown menu. Next, choose the "Preference" menu on the Profile 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 KPI name and set goal  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 popup modal you can see the checkbox with the created "Custom KPI" name.
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To add the activity, select the appropriate custom KPI checkbox. Then choose an existing contact or create a new contact, and click the Save button to confirm.
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Click the KPI menu in the top navigation bar. You will find a newly created custom KPI in the KPI Activity Tracker.
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If you want to view the records for the respective custom KPI click the KPI. The modal popup it will be appear and the records will be listed in the table.
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Click the “Pencil” icon to edit the custom KPI. Click the “Delete” icon to remove the custom KPI.
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To deactivate the "Custom KPI," 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.