Where to Find KPIs

KPIs can be used in Projects, Groups, and Accounts.


Projects

  • KPIs are located on the far right of the project toolbar.



Groups

  • As with projects, KPIs are on the far right of the group toolbar.



Accounts

  1. Go to the Accounts Overview page.
  2. Select View Accounts Listing.
  3. Choose the account you want to create a KPI for.

You’ll find the KPI option on the far right of the toolbar.






Creating KPI

Creating a KPI

Step 1 – Select the Type of KPI

From the KPI tab, click Add KPI. This opens the Create New KPI screen.

You can choose from four types of KPIs:

  • Red, Green – A binary measure indicating whether a target has been met. Readings above the threshold are green; those below are red.
  • Red, Amber, Green – Measures three performance levels with two thresholds.
  • Red, Amber, Green, Exceptional – Measures four performance levels with three thresholds.
  • Measure Only – Records inputs without targets.

You can also:

  • Copy a KPI – Copies the title, settings, and targets from an existing KPI (readings are not copied).
  • Summary KPI – Summarises multiple KPIs in ISMS.online.





Step 2 – Configure KPI Settings

After selecting a KPI type, you’ll see the Add KPI screen, split into four sections:

1. Details

Set the KPI’s name, description, reference number, association, and assignee.

Note: The Name field cannot be left blank.

2. Scoring

Choose how readings should display.

  • You can apply a currency, percentage, or unit metric.
  • Supported currencies include: GBP, EUR, USD, CAD, NZD, AUD, ZAR.

Note: The Scoring field cannot be left blank.

3. Frequency

Set:

  • How often readings occur.
  • How long the KPI will run.
  • The start date.
  • Reminder notifications.

Once set, the frequency cannot be changed. If you need a different frequency later, you’ll need to create a new KPI.

4. Threshold

Control how performance thresholds are applied:

  • Fixed – Thresholds remain the same for each reading.
  • Vary Over Time – Thresholds can change with each reading.
  • Choose whether higher or lower values are better.

The number of threshold fields shown depends on the KPI type. For example, a Red, Amber, Green KPI requires two thresholds.

  • For varying thresholds, a new row is created for each reading.
  • For ongoing KPIs with varying thresholds, you can click Add More to create additional rows.




Once you have applied your desired settings, click 'Save KPI'. Once a KPI has been created, you can add readings to it.