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# Custom KPI Types

# 📊 **Custom KPI Types**

> **"Tailor performance tracking to your organization."**  
> While Brainframe GRC includes **default KPI types** such as *Unit*, *Finance*, and *Percentage*, sometimes you need more flexibility.  

With **Custom KPI Types**, administrators can design KPIs with **custom formulas, measures, and guidance** — ideal for domains like **quality management** or **specialized compliance reporting**.

|| Note: Custom KPI creation is only available to **administrators** via the *Workspace Settings* page. The process is similar to creating **Custom Risk Types**.

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## 1️⃣ **Accessing Custom KPI Settings**

Go to **Workspace Configuration** → **KPIs**.  
![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-13-at-12015_126v8sz.png =730xauto)
1. Open the **Custom KPI menu** in workspace settings.  
2. View the **list of existing custom KPIs**.  
3. Click **Add new KPI** to create one.  

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## 2️⃣ **Configuring a Custom KPI**

When creating or editing a custom KPI, you can define its **calculation logic** and **guidance**:  
![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/35_14x99vw.png =778xauto)
1. **Title** – Displayed in the [**Objective Tracker (KPI)**](https://docs.brainframe.com/en/article/objective-tracker-vk68w9/) menu.  
2. **Methodology** – Instructions for how users should take KPI readings.  
3. **Measures** – Add one or more measures to be used in the formula.  
4. Types of measures that can be used for a KPI:
* Range (e.g., 0–5)  
* Number  
* Yes/No  
* Percentage  

5. **Formula Builder** – Combine measures with fixed operations. Shows both the builder and resulting formula.  
6. **Calculation** – How the different measures from step 4 will be used to calculate the final KPI value. Options include:  
* *Value* → Use exact value provided by user.  
* *Min* → Lowest value across selected measures.  
* *Max* → Highest value across selected measures.  

7. Add selections into the **final formula**.  
8. Use **Reset** if you want to rebuild the formula from scratch.  
9. Define **mandatory or optional document properties** to be filled during each KPI reading (similar to Risk Types).  

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## 3️⃣ **Best Practices**

* 🧮 **Keep formulas simple** – The easier the calculation, the more reliable the KPI readings will be.  
* 📋 **Document your methodology** – Clear instructions help ensure consistent data entry across teams.  
* ⚖️ **Balance static and dynamic measures** – Use constants sparingly to avoid rigid KPIs.  
* 🧑‍💻 **Test new KPIs** with sample data before rollout to ensure the formula behaves as expected.  

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## 🎯 **Visual Checklist**

* [x] Custom KPI menu accessed  
* [x] New KPI created with title and methodology  
* [ ] Measures defined and formula configured  
* [ ] Mandatory document properties assigned  
* [ ] KPI tested with sample readings before deployment