Help & Documentation

Welcome to Click KPI

Click KPI is a SaaS metrics platform that helps you track, forecast, and share your key performance indicators.

Quick setup (3 steps)

1. Add your first KPI — click + Add KPI in the top bar, choose a template or start from scratch.
2. Log your first value — open any KPI card and click Log Value to record today's number.
3. Invite your team — go to Settings → Team to send invites.

Your KPI overview

The Dashboard shows a card grid of all your active KPIs, a Revenue Overview chart, a KPI Health gauge, and an MRR Waterfall chart.

KPI cards

Each card shows the KPI name, current value, progress toward target, and trend direction. Click the edit icon to modify the KPI; click the value or chart icon to log a new entry.

Charts

• Revenue Overview — monthly values for a selected KPI over the last 12 months.
• KPI Health — proportion of KPIs on track vs. off track.
• MRR Waterfall — visualises new, expansion, contraction, and churned MRR month-over-month.

Adding and managing KPIs

Click + Add KPI in any page's top bar to open the KPI modal.

Fields

• Name — e.g. Monthly Recurring Revenue
• Category — Revenue, Growth, Retention, etc.
• Unit — Currency, %, Count (#), Multiplier (x), or Days
• Current Value — starting/latest value
• Target (BHAG) — your big hairy audacious goal
• Direction — higher is better (MRR, NPS) or lower is better (Churn, CAC)
• Tag — optional label for grouping (e.g. Q1, product)

KPI Table view

Switch to the KPIs page for a full table listing with sorting, filtering by category, and inline value history.

Recording new data points

Open the Log Value modal from any KPI card or the KPI table. You can log:

• Single Entry — pick a date and enter a value with an optional note.
• Paste Import — paste rows of date <tab> value data (supports both EU and US number formats).

Date formats supported

YYYY-MM-DD, DD-MM-YYYY, DD/MM/YYYY, MM/DD/YYYY. Months can also be abbreviated (Jan 2024).

Editing or deleting entries

On the KPI detail view, hover a table row to reveal the edit and delete icons. Values can be corrected at any time; charts update immediately.

Setting checkpoints

Milestones mark important intermediate targets on the path to your BHAG. Add them from the KPI detail page.

• Each milestone has a name, target value, and optional due date.
• Milestones appear as horizontal reference lines on charts.
• The progress bar on KPI cards reflects the nearest upcoming milestone.

Analysing patterns over time

The Trends page shows detailed charts for each KPI including:

• Period-over-period comparison — compare current month vs. last month, or current quarter vs. previous.
• Rolling averages — 3-month and 6-month moving averages to smooth volatility.
• Annotations — notes logged with values appear as tooltip markers on the chart.

Time range selector

Choose from 1M, 3M, 6M, 1Y, or All Time. Custom date ranges coming soon.

Financial forecasting

The Forecast page models your revenue and costs over a rolling 12-month window.

Revenue streams

Add each source of revenue with a current MRR and a monthly growth rate. The forecast compounds growth each month automatically.

Cost groups & cost types

Organise costs into groups (e.g. Personnel, Infrastructure, Marketing). Within each group, add individual cost types with:

• Name — descriptive label
• Ledger code — link to your bookkeeping (e.g. 4001)
• Monthly amount — fixed monthly cost
• Relation / Supplier — e.g. AWS, Stripe, a contractor name
• Notes — any extra context

Forecast charts

• Overview — stacked bar of revenue and costs with a result line.
• Costs per Month — breakdown of total costs with margin %.

Investor & board communication

The Updates page lets you compose and send periodic updates to stakeholders without leaving Click KPI.

Creating an update

1. Click + New Update.
2. Write your narrative in the editor (Markdown supported).
3. Attach KPI snapshots — selected metrics will render as a table in the email.
4. Choose recipients from your stakeholder list.
5. Send immediately or schedule for later.

Stakeholder list

Manage contacts under Settings → Stakeholders. Each stakeholder can receive updates by email and/or have access to a read-only View link.

Collaborating with your team

Invite colleagues from Settings → Team. Each team member gets their own login.

Roles

• Owner — full access including billing and team management.
• Admin — can manage KPIs, forecasts, and stakeholders.
• Member — can log values and view all data but cannot delete KPIs or manage team.
• Viewer — read-only access.

Shareable dashboards

A View is a curated, read-only dashboard you can share via a public link — no login required for the recipient.

Creating a view

1. Go to Analytics → Views and click + Create View.
2. Name the view (e.g. "Investor Dashboard").
3. Select the KPIs to display.
4. Choose a layout (Grid, List, Compact) and theme (Dark, Light).
5. Copy the share link and send it to stakeholders.

You can create unlimited views — one per stakeholder group if needed.

Account & workspace settings

• Profile — name, email, avatar.
• Company — company name, logo, timezone, default currency.
• Notifications — email digest frequency (daily / weekly / off), threshold alerts.
• Team — invite, manage roles, and remove members.
• Billing — subscription plan, invoices, payment method.
• Danger Zone — delete workspace (irreversible).

Connect your tools

Click KPI integrates with the following services to pull data automatically:

• Stripe — sync MRR, new MRR, churned MRR, and active subscriptions.
• e-Boekhouden — import bookkeeping cost entries and map them to forecast cost types.
• Zapier / Make — connect 1000+ apps via webhook triggers and actions.
• REST API — push values programmatically (see API section below).

Setting up e-Boekhouden

Go to Settings → Integrations → e-Boekhouden, enter your API credentials, and select which ledger accounts map to which cost groups in Click KPI.

Programmatic access

Click KPI exposes a JSON REST API for pushing values and reading KPI data from your own apps.

Authentication

Generate an API key in Settings → API Keys. Pass it as a Bearer token:

Authorization: Bearer YOUR_API_KEY

Key endpoints

Example: log a value

curl -X POST https://app.clickkpi.com/api/kpis/42/values \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"date":"2026-04-01","value":14200,"note":"End of March close"}'

Full API reference available at clickkpi.com/docs/api.