While you can add KPIs individually to your Dashboard or a Watchlist, you can also save time by adding multiple KPIs from a list. If the Dashboard you’re viewing is not locked, you can bulk add KPIs to a Dashboard or Watchlist.
You can bulk add KPIs to a Dashboard or Watchlist from any KPI list view. You’ll have to navigate to the relevant group and list view. If the KPIs you want to add are not in the same group, you’ll need to add them individually, but you can bulk add any that in are in the same group list view.
Select KPIs to Bulk Add
Navigate to the relevant group and list view.
From the KPI list view, click the Select KPI icon .
Select multiple KPIs by clicking the box to the left of any KPI in the list.
Bulk Add KPIs to Dashboard or Watchlist
From the sub-menu, select the Dashboard or Watchlist icon.
View or Customize Your Dashboard
Click Dashboard in the left navigation bar to view your new Dashboard. You can customize the size and placement of the newly added KPIs. See Customize Your Visual KPI Dashboard.
Enroll in the Visual KPI End-User Training to learn about more cool things you can do with Visual KPI sites. It’s free!