KPIs (Key Performance Indicators) are the metrics you add to your report to measure performance. They appear as columns in your results table and form the basis of your charts and dashboards. This guide explains how to select KPIs, understand what they represent, and customise them using filters.
What Are KPIs?
KPIs are the specific values you want to analyse. Examples include hours worked, patients seen, treatment revenue, created & incomplete treatment plans.
Each data subject - Performance, Treatments, and Treatment Plans - has its own set of KPIs tailored to the insights you can gain from that subject.
Explorer groups KPIs into easy-to-browse categories to help you find what you need quickly.
The KPI Library
You will find the KPI Library in the left-hand panel of Explorer, below Breakdowns. It includes:
All available KPIs for the selected data subject
A search bar to quickly find specific KPIs
KPI filter icons (+) that allows you to apply specific filters to KPI values
📝 Please note: KPIs automatically update as you change data subject or view (e.g., Snapshot vs Pipeline for Treatment Plans).
KPI Categories by Data Subject
All the KPIs are grouped into sub-categories for easy navigation.
Performance (Operations, Utilisation & Patients)
Capacity & Availability
Utilisation & Booking
Cancellations & FTA
Patient Activity
Revenue Efficiency
Workforce
Treatments
Revenue metrics
Treatment volumes
Patient numbers
Treatment Plan Pipelines
Pipeline volume
Pipeline value
Conversion metrics
Velocity (time to start, complete, close)
Activity metrics (Snapshot only)
💡 Top Tip: Every KPI has an 'i' Icon next to it outlining the full definition for that KPI.
Selecting KPIs
To add KPIs to your report:
Open the KPI Library.
Browse a category or use the search bar.
Click any KPI to toggle it on or off.
The report data will dynamically update as you add and remove KPIs.
💡 Top Tip: If a KPI column has no data in when you expect to see it, check your filters in the top section and try pressing 'Generate Report' to re-run the data.
There is no limit to the number of KPIs you can select. However, starting with 4–6 core KPIs often gives clearer insights and will load quicker.
📝 Please note: You must select at least one KPI before any data will show in your report.
Adding KPI Filters
Filters allow you to narrow your results to specific ranges or thresholds.
For example:
Show only providers with Worked % above 80%
Show only practices where FTA % is over 5
Show only months where revenue exceeded £50,000
To add a filter:
Click the + icon next to a KPI.
Choose an operator:
Greater than
Greater than or equal
Less than
Less than or equal
Between
Equals
Enter the value.
Click Add Filter.
Filters appear as badges under the KPI in the library:
You can enable, disable, edit or remove them at any time.
Tips for KPI Selection
1. Start with a core set
Choose a few KPIs first, then add more if needed.
2. Mix absolute and percentage metrics
For example:
Hours Booked
Booked %
This provides both scale and context.
3. Use filters to highlight problem areas
Thresholds make it easy to find what needs attention.
4. Use the search bar
It is the fastest way to find specific KPIs, especially when your library becomes large.
5. Let the view determine the KPIs
If you switch subjects or modes and something disappears, it is usually because the KPI does not apply in that context.
💡 Top Tip: The AI Insights dynamically update based on what KPIs you have selected.
Common Questions
Why can’t I see certain KPIs?
They may only be available for a specific data subject, or for Snapshot vs Pipeline views.
Can I reorder KPI columns in my table?
Yes. Drag any KPI column header to reorder it after you have added it to the table.
Do saved reports remember KPI selection?
Yes. Saved reports store KPIs, filters, breakdowns, and other settings.
What happens if I remove a KPI with filters applied?
Its filters are removed automatically. If you re-select it later, you will need to recreate the filters.