Consolidating Custom KPIs

Custom KPIs can be created in two ways. They can be created and belong only to one company. Alternatively, they can be created in the 'KPI Library' and then be used by multiple companies.

KPIs from the KPI Library are the only custom KPIs which can be consolidated across companies. Custom KPIs belonging to a single company will be ignored during the consolidation process.

All KPI results in the date range specified, will be automatically consolidated into the new group.

A step-by-step guide to consolidations can be found here: Guide to Consolidations in Fathom

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