How to Create Workflow KPIs

💡If relevant to your business, you can apply KPIs to your workflow to measure key metrics, such as how long a job remains in a specific status for. Note that workflow KPIs can only be created after the workflow itself has been set up.

Steps:

Create a new workflow KPI

Go to Admin, then under Jobs select Workflow KPIs.
Click New in the top right corner.

Enter the Name.

Add any additional information in the Description box.

Choose the relevant Workflow.

Choose the From Status and To Status the KPI is measured between.

If required, select an Instructing Client.

Choose a Timeframe Type, and enter a Start Date and End Date.

Tick Active to enable this KPI in the system.

Click Save.

View your workflow KPIs

Once created, workflow KPIs can be viewed in your analytics dashboard.
Only those with provided access can view this dashboard.

FAQ

When can I create a workflow KPI? Only after the relevant workflow has already been set up — workflow KPIs are created against an existing workflow's statuses.

What does a workflow KPI measure? It measures how a job moves between two statuses in a workflow, such as how long a job remains between a From Status and a To Status.

Do I need to select an Instructing Client? No, this is optional — only select one if you want to scope the KPI to a specific instructing client.

Where do I see the results of a workflow KPI? In your analytics dashboard.

❓ Need Help

If you have questions or need assistance, use the chat box in the bottom-right corner to contact the Loop Logics support team or email support@looplogics.com