> ## 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.

# KPIs Management

> GermainUX provides preconfigured Key Performance Indicators (KPIs) for analyzing user experience, business processes, marketing outcomes and technology health.

Service
`Analytics`

Availability
2014.1 or later

> [card] [Create a KPI](#create-a-kpi)
>
> Two creation methods

> [card] [View and Manage KPIs](#view-and-manage-kpis)
>
> Review the KPI catalog

> [card] [Validate a New KPI](#validate-a-new-kpi)
>
> Check KPI results after creation

> [card] [Choosing the Right Method](#choosing-the-right-method)
>
> Wizard or rule

## Overview

GermainUX provides preconfigured Key Performance Indicators (KPIs) for analyzing user experience, business processes, marketing outcomes and technology health. You can also create and manage custom KPIs that reflect your own applications, data and business objectives.

## Create a KPI

A KPI can be created in two primary ways:

| Method | Best used for | Navigation |
| - | - | - |
| **KPI Wizard** | Creating or configuring a KPI through a guided interface. | **Germain Workspace → Wizards → KPI** |
| **Rule** | Generating KPI facts or events through custom conditions, transformations or business logic. | **Germain Workspace → Analytics → Rules** |

### Create a KPI with the KPI Wizard

Use the KPI Wizard when you want a guided workflow for defining a KPI and its analytical behavior.

### Go to:

Germain Workspace
Wizards
KPI

![Create new KPI](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/manage-kpis/k1.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=0d6ac6a7dcc4f3caa259dbba6b78afae)

Create new KPI - GermainUX

Depending on the KPI type and configuration, you can define elements such as:

* KPI name and description
* Data or fact model
* Default measure
* Available pivots
* Filters and constraints
* Display and formatting options
* SLA thresholds
* Drilldown and analysis behavior

### Generate KPI Data with a Rule

Use a Rule when custom logic is required to detect, transform or generate the facts analyzed by a KPI.

### Go to:

Germain Workspace
Analytics
Rules

![Rules](https://mintcdn.com/germain-ux/S6CZjLTFu68xyZFG/images/main/manage-kpis/image-20260824-144240.png?fit=max\&auto=format\&n=S6CZjLTFu68xyZFG\&q=85\&s=793b052cf2170ebe75c38c1e9a61cd4a)

Rules - GermainUX

Rules can be used to:

* Detect a specific event or condition
* Transform collected data
* Create a custom fact, event, metric or transaction
* Apply business-specific categorization
* Enrich data with additional context
* Trigger alerts or automated actions

See [Rules](https://docs.germainux.com/main/rules.md) for configuration details.

## View and Manage KPIs

To view the configured KPI catalog, go to:

Germain Workspace
Analytics
KPI

From the KPI configuration area, authorized users can review and manage available KPI definitions, including their measures, pivots, constraints, display behavior and related analytical settings.

## Validate a New KPI

After creating or modifying a KPI:

**1. Confirm that the expected facts or events are being collected**

**2. Add the KPI to a test dashboard or portlet**

**3. Verify that its default measure returns the expected value**

**4. Test the available pivots and filters**

**5. Confirm that drilldowns expose the relevant instances and context**

**6. Validate SLA thresholds, alerts or automations if configured**

**7. Compare the result with a known sample before using it for operational decisions**

## Choosing the Right Method

Use the **KPI Wizard** when the required data already exists and the primary task is configuring how it should be measured and analyzed.

Use a **Rule** when custom logic is needed to create, transform, enrich or classify the underlying data before the KPI can analyze it.

In some implementations, both are required: a Rule produces the custom data, and the KPI defines how that data is measured, segmented and displayed.

## Additional Resources

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

> [card] [AI](https://docs.germainux.com/main/ai-driven-insights.md)
>
> Insights & Recommendations

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

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

> [card] [Dashboards](https://docs.germainux.com/main/dashboard-and-report.md)
>
> Dashboards and reports overview

> [card] [Reports](https://docs.germainux.com/main/reporting-automatic.md)
>
> Automatic and scheduled reports

## 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.

The content of this document is proprietary to GERMAIN SOFTWARE.


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