---
title: "Insights and KPIs"
slug: "kpis-and-insights"
updated: 2025-10-27T19:48:57Z
published: 2025-10-27T19:48:57Z
canonical: "guide.youraspire.com/kpis-and-insights"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# KPIs and Insights

Key Performance Indicators (KPI’s) are numeric measures of business performance for managers that can be represented in high-level charts. You can establish annual revenue and cost budgets against which these KPIs are visually displayed.

You can view, create, and manage KPIs on the [*Aspire Dashboard*](https://guide.youraspire.com/docs/aspire-dashboard).

## Create a new KPI or Insight

> [!WARNING]
> Before you begin
> 
> Make sure you’ve added the *KPIs and Insights* column to the *Dashboard* from your user settings. To learn how to add columns to the Dashboard, read our [article about editing your user settings](https://guide.youraspire.com/docs/editing-your-user-settings).

1. First, click the image in the top left corner of any page in Aspire to access the *Dashboard.*
2. Click the three-dot icon at the top right corner of any existing KPI, then select **New**. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/new-KPI.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A29Z&se=2026-11-13T11%3A06%3A29Z&sr=c&sp=r&sig=CkJnOLfPeoibrFiH8RaHc0iRBci8R5gV%2BftRlMq%2FVBA%3D)
3. Select a *KPI or Insight Type*. Options include:
  1. [Client Management](https://guide.youraspire.com/docs/kpi-screen-client-management-view)
  2. [Completed Labor Efficiency](https://guide.youraspire.com/docs/kpi-screen-completed-labor-efficiency-view)
  3. [Customer Issues](https://guide.youraspire.com/docs/customer-issues)
  4. [Forecast](https://guide.youraspire.com/docs/kpi-screen-forecast-view)
  5. [Overhead Recovery](https://guide.youraspire.com/docs/kpi-screen-overhead-recovery-view)
  6. [Profit & Loss](https://guide.youraspire.com/docs/kpi-screen-profit-and-loss)
  7. [Sales Score Card](https://guide.youraspire.com/docs/kpi-screen-sales-scorecard-view)
  8. [Sales Pipeline Insight](https://guide.youraspire.com/docs/sale-views-pipeline-insight-1)
4. Enter a *KPI or Insight Name* that appears on the KPI card on the *Dashboard*. This name should clearly tell you what the KPI is showing.
5. Select a *Date Range* for which the KPI will show data.
6. Depending on which *KPI or Insight Type* you select, additional fields appear that you must fill in. Click the links above for details on additional fields for each KPI and Insight.

When you’re done configuring the KPI, click **Save**. The new KPI appears on the *Dashboard*!

## **View a KPI and Insight Chart Drilldown List**

Five of the KPIs support drill-down so you can view additional information that supports the chart. When you drill down, you can save the displayed results as HTML, PDF, or a Microsoft Excel Spreadsheet format if you have the *Allow Export* permission. The following KPI charts are supported.

1. Client Management (supports drill-down)
2. Completed Labor Efficiency (supports drill-down)
3. Forecast (supports drill-down)
4. Overhead Recovery (supports drill-down)
5. Profit and Loss
6. Sales Scorecard (supports drill-down)

Each of these charts, their drill-down options, and their configurations are described below under their respective [*KPI* Screen](https://portal.document360.io/kpi-screen) views.

Click on the bar graph on the card to view the drill-down search list.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1679679563266.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A29Z&se=2026-11-13T11%3A06%3A29Z&sr=c&sp=r&sig=CkJnOLfPeoibrFiH8RaHc0iRBci8R5gV%2BftRlMq%2FVBA%3D)

## **Export or Print a KPI and Insight Chart Drilldown List**

Select the more actions menu to *Print* or *Export* the list. Selecting *Print* will allow you to save the list as a PDF.

**![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1679679841802.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A29Z&se=2026-11-13T11%3A06%3A29Z&sr=c&sp=r&sig=CkJnOLfPeoibrFiH8RaHc0iRBci8R5gV%2BftRlMq%2FVBA%3D)**

Now you know the basics of adding and managing KPIs and Insights in the *Dashboard*! Keep reading the articles in this section to learn more.