Customising Your Dashboard KPIs and Sales Targets
Learn how to customize dashboard KPIs to gain actionable insights into business performance, with step-by-step guidance on personalizing metrics, configuring reporting, and setting meaningful sales targets.
Written by Ian Oldrey
Updated at March 24th, 2026
Table of Contents
Customising your dashboard KPIs provides valuable insights into your business performance by allowing you to configure and track key metrics flexibly. This guide will walk you through the essential steps to personalise your dashboard and set meaningful targets.
Dashboard Customisation Options
You have three primary methods to customise your dashboard KPIs:
- Dashboard Personalisation
Click on the user icon located in the top right corner of your screen, then select "Customise Dashboard". This interface allows you to add specific KPIs tailored to your monitoring needs.
- KPI Reporting Configuration
While editing KPIs, you can configure critical reporting parameters:
- Choose reporting dates based on Order, Supply, or Invoice dates
- Select performance metrics using sales value (turnover) or gross margin
- Sales Targets Management
Sales managers can leverage the "Sales Targets" section under the Sales menu to establish targets for sales representatives. These targets can be configured at the Sales Rep level, which total up to the levels above:
- Individual Sales Representative targets
- Depot-level aggregated targets
- Company-wide aggregated targets
Pro Tip: Regularly review and adjust your KPIs to ensure they align with your current business objectives and performance tracking needs.
Best Practices for KPI Customisation
When setting up your dashboard KPIs, consider the following recommendations:
- Choose metrics that directly reflect your business goals
- Balance between high-level and granular performance indicators
- Ensure targets are realistic and achievable
- Regularly communicate and review targets with your team