Getting Started with your SimpleKPI Account

1. How to sign up for a free trial

To start using SimpleKPI, you need to sign up for a free trial account. You only need to provide a business email and password, and there is no requirement for a credit card. Your free trial will last for 14 days, and you can cancel anytime.

2. How to set up your first KPI

When you first log in to SimpleKPI, you will be greeted by a walkthrough wizard that will help you set up your first KPI. A KPI is a measurable value that shows how effectively you are achieving your business objectives.

To create your first KPI, follow these steps:

1. Enter a name for your KPI, such as "Sales Revenue" or "Customer Satisfaction".
2. Choose a frequency for your KPI, such as daily, weekly, monthly, or annually.
3. Enter a target value for your KPI, such as $10,000 or 90%.
4. Click on "Save".

Adding your first KPIchevron_right

3. How to add data to your KPI

After creating your first KPI, you need to add some data to it. You can do this in several ways:

1. Manually enter the data via a spreadsheet-like interface.
2. Upload a spreadsheet file from your computer.
3. Link automatically via Google Sheets or other software products that integrate with SimpleKPI.
4. Choose from the predefined data sources that SimpleKPI offers.

To add data to your KPI, follow these steps:

1. Select the method that suits you best from the options on the screen.
2. Choose a frequency for your KPI, such as daily, weekly, monthly, or annually.
3. Follow the instructions on how to connect or upload your data source.
4. Click on "Next".

Adding data to your accountchevron_right

4. How to build your first KPI dashboard

After adding data to your KPI, you will see an example dashboard that SimpleKPI has automatically generated for you. A dashboard is a visual representation of your KPIs that allows you to monitor and analyze your performance at a glance.

You can customize this dashboard or build your own from scratch. To customize or build your dashboard, follow these steps:

1. Click on the add a chart icon on the top of the dashboard.
2. Click the chart type you wish to add, hovering over the chart types will show more infomration on the chart.
3. Adjust the settings, such as KPI, date range and colours.
4. Click "save"
5. Once the chart is added to the dashboard you can position it by clicking and dragging on the charts top bar.

Creating a KPI Dashboardchevron_right

5. How to create and share reports

After adding data to your KPI, you will see an example dashboard that SimpleKPI has automatically generated for you. A dashboard is a visual representation of your KPIs that allows you to monitor and analyze your performance at a glance.

To create a report, follow these steps:

1. Click on the "Reports" tab on the top menu bar.
2. Click the Reports setting menu to access the report settings.
3. Adjust the settings, such as KPI, date range, filters and colours.
4. Once the report is created you can save by clciking on the "save" icon in the top right menu bar.

To share a report, follow these steps:

1. Click on a saved report.
2. Click on the share icon in the top right of the menu.
3. Adjust the settings, to share via apublic link, or within the application to differnt users and groups.
4. Click "share"

More on sharing KPI Reportschevron_right

6. How to customize and manage your account

SimpleKPI gives you full control over how you want to use and manage your account. You can customize the look and feel of SimpleKPI by going to the "Manage My - Settings" options. Here you can change the colors, logos, language, financial date settings, and domain name of your account.

You can also get support from our team by clicking on the support icon on any screen. This opens a message window where you can send us your issue. We will respond within 24 hours via email, but most issues are resolved within a few hours.

You can also manage your subscription by going to the “Manage My - Billing” options. Here you can see your current plan, billing history, and payment methods. You can also upgrade, downgrade, or cancel your subscription at any time.

More on adjusting your account settingschevron_right