Edit a KPI
KPI settings live on the KPI’s own page. Name and description are in the main column. Champion, cadence, unit, and notifications are in the sidebar.
How to get there#
Section titled “How to get there#”Space home → KPIs → click the KPI row.
What you can change#
Section titled “What you can change#”- Open the KPI.
- Click the name at the top to rename it.
- In Description, click Add a description… (or the existing text) to edit. Placeholder while editing: “Describe this KPI…”
- In the sidebar:
- Champion: search and pick a person, or leave it as No champion
- Cadence: click the current value and choose Weekly or Monthly
- Unit: click the unit text to change it (for example USD, %, users)
- Notifications: click Subscribe or Unsubscribe. The text below the button says whether you are receiving notifications from this KPI.
- Under Actions, click Copy URL to copy the KPI page link. A toast confirms that the URL was copied.
Changes to name, champion, cadence, and unit save as you edit. Description saves when you finish editing that field.
Who can do this#
Section titled “Who can do this#”You need Edit Access or Full Access on the space. Without it, name, description, champion, cadence, and unit are read-only. Copy URL is still available.
Champion search is limited to people in the space.