Understanding Key Indicators

This article explains how you can set up and personalize the sections within your Key Indicators dashboard.

Abby Garland avatar
Written by Abby Garland
Updated over a week ago

Your Key Indicators dashboard is a one-stop, fully personalized data cockpit that enables you to get quick insights on any of your metrics within Polar. The metrics and sections within this dashboard are customizable based on your team's data needs so that you're only seeing the metrics that are most important to you.

Within this dashboard, you can edit:

  • The sections included (which are groups of metrics, complied however you'd like to visualize them)

  • The metrics included in each section

  • The names of each section

  • The order in which metrics appear in each section

  • The order in which sections appear in the dashboard

How to add a new section:

A section within your Key Indicators tab can group together a group of metrics. You can also set your Schedules by section (if there's only one group of metrics that you'd like to set up a specific automated report).

Step 1. Select "Add Section" at the top of your Key Indicators tab.


โ€‹Step 2. Pick an existing Template or go to the Metrics to create your own Key Indicators

Step 3. Name your Section.

Step 4. Select the metrics you'd like to be included in this Section. You can include up to 16 metrics in each Section.

Step 5. Select "Save selection" and your Section will automatically appear at the top of your dashboard.

How to edit your Key Indicators:

If you'd like to edit the metrics that appear within each section (or the order in which they appear), simply click the "Edit Key Indicators" button on the top right corner of each Section. From here, you can rename the section, or add, delete, and rearrange your metrics to best suit your needs.

Note: You can also create your own Custom Metrics directly from the Key Indicators editor!

How to rearrange & delete your Sections:

If you'd like to rearrange the order in which each Section appears on your Key Indicators dashboard, drag and drop the Sections in the lefthand side of the dashboard. You can also hover over the three dots by each Section to edit, duplicate, or delete.

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