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

# KPI Relationships

> KPI Relationships define how KPIs are related to each other and help GermainUX identify signals that may explain changes in a KPI being analyzed.

Service
`Analytics`

Availability
2014.1 or later

> [card] [Relationship Types](#relationship-types)
>
> Kinds of linked KPIs

> [card] [Configuration](#configuration)
>
> Set up linked KPIs

> [card] [Pivot a Related KPI](#pivot-a-related-kpi)
>
> Segment a trend relationship

> [card] [Configuration Recommendations](#configuration-recommendations)
>
> Best practices for linked KPIs

## Overview

KPI Relationships define how KPIs are related to each other and help GermainUX identify signals that may explain changes in a KPI being analyzed.

Relationships are used by the **Analysis Dashboard** to prioritize related KPIs and provide additional context during analysis and root-cause investigation.

For example:

| Source KPI | Related KPI | Relationship |
| - | - | - |
| User Click Failure | Mouse Click Error | Mouse Click errors may contribute to failed user interactions. |
| Order Sync Issue | Salesforce API Error | API errors may provide context for synchronization issues. |
| Shopify Conversion Rate | Checkout Page Load Time | Increasing page load time may be associated with decreasing conversion. |

Relationships are directional. A relationship configured from KPI A to KPI B does not automatically create a relationship from KPI B to KPI A.

## How KPI Relationships Support Analysis

When a KPI is opened in the **Analysis Dashboard**, GermainUX evaluates its configured relationships to identify signals that may help explain the KPI's behavior.

Related KPIs can be prioritized using factors such as:

* Deviation from baseline
* Direction of movement
* Relationship strength
* Relationship type
* Co-movement with the KPI being analyzed

This helps investigators quickly identify KPIs that:

* May contribute to the observed issue
* Move with the analyzed KPI
* Move in the opposite direction
* Provide useful contextual events
* Execute within the analyzed KPI's activity

Instead of manually comparing multiple dashboards and KPIs, investigators can focus on the signals most relevant to the current analysis.

## Relationship Types

| Type | Meaning | Example |
| - | - | - |
| **Contributor** | Changes or issues in the related KPI may contribute to changes in the source KPI. | Mouse Click errors contributing to User Click failures |
| **Correlated** | The KPIs tend to move together without asserting that one causes the other. | API latency and page response time increasing together |
| **Contextual** | The related KPI provides useful investigative context. | A deployment event occurring around the time of an error spike |

**A relationship helps prioritize an investigation; it does not, by itself, prove causation.**

## Configure a KPI Relationship

The easiest way to create a relationship is through the **Add KPI Relationship** wizard from the source KPI's configuration.

**Germain Workspace > Left Menu > Wizards > Add KPI Relationship**

1. Open the KPI from which the relationship should originate. This is the **source KPI**.
2. Open **KPI Relationships**.
3. Launch the **Add KPI Relationship** wizard.

   ![KPI Relationship Wizard](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-064009.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=f7c5d4c8a16a0473740e29946669dd2d)

   KPI Relationship Wizard - GermainUX
4. Select the related KPI.
5. Configure the relationship.
6. Select **Finish** or **Save**.
7. Confirm that the relationship appears under the source KPI's **KPI Relationships**.

## Configuration

| Field | Required | Description |
| - | - | - |
| **Name** | Yes | Unique name identifying the relationship and related KPI. |
| **KPI** | Yes | KPI related to the current source KPI. |
| **Type** | Yes | Contributor, Correlated, or Contextual. |
| **Direction** | Yes | Expected direction of movement: Same or Inverse. |
| **Strength** | Yes | Expected relationship strength: Strong, Moderate, or Weak. |
| **Constraint** | No | Filter that must be satisfied for the relationship to apply, such as `userError == true`. |
| **Field** | No | Field used to correlate instances of the two KPIs, such as `sessionId`. |
| **Measure** | No | Measure evaluated for the related KPI, such as `avg(duration)`. If omitted, GermainUX uses the KPI's default numerical property or count when no property is available. |
| **Show As** | Yes | Displays the related KPI as a **Trend** or **Marker** in the Analysis Dashboard. Trend is the default. |
| **Child** | No | Indicates that the related KPI executes within the source KPI's context and supports nested activity in the Analysis Trace Timeline. |

### Direction

| Direction | Meaning | Example |
| - | - | - |
| **Same** | The related KPI is expected to move in the same direction as the source KPI. | Error Clicks and failed User Clicks increase together. |
| **Inverse** | The related KPI is expected to move in the opposite direction. | Page load time increases while conversion decreases. |

Direction describes the expected numerical relationship, not whether the behavior is good or bad.

### Strength

| Strength | Use When |
| - | - |
| **Strong** | The relationship is consistently expected and highly relevant to investigations. |
| **Moderate** | The relationship is meaningful but may not appear in every situation. |
| **Weak** | The relationship is indirect, occasional, or exploratory. |

Strength affects prioritization in the Analysis Dashboard. Configure it based on observed behavior and domain knowledge rather than the importance of either KPI.

## Example

Assume Mouse Click errors are a leading contributor to User Click failures occurring within the same user session.

Configure the relationship on the **User Click** KPI:

| Field | Value |
| - | - |
| **Name** | `MouseClickContributor` |
| **KPI** | `Mouse Click` |
| **Type** | `Contributor` |
| **Direction** | `Same` |
| **Strength** | `Strong` |
| **Field** | `sessionId` |
| **Show As** | `Trend` |
| **Child** | Enabled |

To include only Mouse Clicks associated with an error, add a constraint such as:

`userError == true`

## Analyze Related KPIs

Configured KPI Relationships become part of the investigation in the **Analysis Dashboard**.

![KPI Relationships: Analyze Related KPIs](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-064426.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=18fa0704d86fb3eb22421b584bb5fd5c)

Depending on the relationship, a related KPI can be displayed as a **Trend** or **Marker**.

### Trend

Use **Trend** when changes over time, deviation from baseline, or co-movement are important to the investigation.

A related KPI can display:

* Current value
* Comparison with baseline
* Trend
* Deviation or health
* Co-movement with the analyzed KPI

Select a related KPI's trend to add it to the main chart and compare it directly with the KPI being analyzed.

![KPI Trends](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-064640.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=51c2ce56032dd7e5fc3aa18a82d16052)

KPI Trends - GermainUX

### Marker

Use **Marker** for discrete events where timing is more important than an aggregated trend.

Examples include:

* Errors
* Crashes
* Deployments
* Configuration changes

Markers are displayed on the Analysis Dashboard timeline. Select a marker to investigate the individual occurrence and compare its timing with changes in the analyzed KPI.

![Error Click Marker](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-065414.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=cc9c5e0fb8650d9a8dd9f37135332ec2)

Error Click Marker - GermainUX

## Pivot a Related KPI

A Trend relationship can be segmented using a Pivot to determine whether the relationship is concentrated within a particular population, application, technology, or environment.

1. Select **Pivot By** on the related KPI.

   ![Pivot By](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-065546.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=840beec4c3591bf7ecbb09b1b3e89070)

   Pivot By - GermainUX
2. Select a dimension such as **Country**, **Browser**, or **Server**.
3. Review the resulting segments.

   ![Pivot values](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-065638.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=62450753185244ce29e8bdc2ed792e0e)

   Pivot values - GermainUX
4. Compare their health, measure, count, and trends.
5. Select a segment to add it to the main chart.

This can reveal, for example, that a performance issue associated with declining conversion affects only a particular browser, application version, server, geography, or user population.

## Filter Markers

When Marker relationships are displayed, use **Filter Events** to control which events appear on the Analysis Dashboard timeline.

![Filter Events](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-065720.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=b5b59e9d1fedf883910b1c30e5cd625e)

Filter Events - GermainUX

You can:

* Show or hide individual Marker KPIs
* Filter markers by field values

![Error Click Marker](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/kpi-relationships/image-20260724-065414.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=cc9c5e0fb8650d9a8dd9f37135332ec2)

Error Click KPI as Marker - GermainUX

* Search for KPIs or values
* Select or clear all markers

Changes are applied immediately to the visible timeline.

## KPI Relationships and Root-Cause Analysis

KPI Relationships provide one source of evidence for **Root-Cause Analysis**.

A typical investigation can progress from:

KPI Change
Related KPIs
Affected Population
Individual Instances
Trace / Session Replay
Likely Root Cause

Relationships help identify **where to investigate first**. The underlying events, transactions, traces, Session Replay, and other monitored evidence help determine what actually occurred.

For example:

**Conversion decreases** \
&#x20;→ Checkout Page Load Time appears as a strongly related KPI \
&#x20;→ Pivot identifies the affected browser population \
&#x20;→ Individual sessions are investigated \
&#x20;→ Session Replay and related transactions provide supporting evidence \
&#x20;→ Likely cause is identified

This allows KPI Relationships to connect high-level business or experience changes with the detailed evidence available in GermainUX.

## Configuration Recommendations

* Configure relationships on the KPI users will investigate as the **source**.
* Use **Contributor** only when there is a credible contributing mechanism.
* Use **Correlated** when KPIs move together but causation has not been established.
* Use **Contextual** for events or signals that help explain the timeline.
* Choose **Same** or **Inverse** based on expected numerical movement.
* Use a correlation field such as `sessionId` when instance-level association matters.

> [accordion] Show all 11
>
> * Apply constraints to exclude irrelevant instances.
> * Select a Measure that matches the analytical question.
> * Use **Trend** for continuous or aggregated signals.
> * Use **Marker** for discrete events.
> * Validate relationships against historical examples before assigning **Strong** strength.

## Related Documentation

> [card] [Root-Cause Analysis](https://docs.germainux.com/main/root-cause-analysis.md)
>
> Read more

> [card] [Analytics](https://docs.germainux.com/main/analytics.md)
>
> More Analytics Features

> [card] [KPIs, Pivots & Measures](https://docs.germainux.com/main/kpis.md)
>
> Read more

> [card] [Manage KPIs](https://docs.germainux.com/main/manage-kpis.md)
>
> Read more

## Get Help

> [card] [Contact GermainUX Support](https://docs.germainux.com/main/support.md)
>
> The GermainUX team helps you get up and running faster, empower your team, turn data into actionable insights, and optimize performance to deliver measurable business outcomes.

> [card] Can't find what you need?
>
> Search all GermainUX docs with **Ctrl + K**, or use the feedback buttons at the bottom of this page to tell us what is missing.

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