What are KPI Targets?
KPI Targets let you set performance benchmarks at group, practice, or provider level. Once set, they appear on your Custom Dashboards colour-coded with Red–Amber–Green (RAG) status so you can monitor performance at a glance.
How to set KPI Targets via Practice Setup
Click the settings cog icon in the top-right corner.
Select Practice Admin Manager.
Select Practice Set Up.
Select KPI Targets.
Click Add new KPI target.
Enter the KPI name.
Select the level: Group, Practice, or Provider.
Enter the KPI Value — this is the Green/target threshold.
Enter the Amber Value — the warning threshold (should be below the KPI value).
Enter the Effective From date.
Click Submit.
💡 Top Tip: You can view, edit, and archive existing targets from this same screen.
Setting KPI Targets via Custom Dashboards
KPI targets can also be set directly from within a Custom Dashboard:
Go to My Dashboards > Custom Dashboards.
Choose a template and click Create Dashboard.
Click the blue link in the notification banner to open KPI Target setup.
Click Add new KPI target and complete the fields as described above.
