What this article covers: How to create and manage custom KPIs in BrizoConsol — building formula-based metrics using rows from your chart of accounts or financial sections.
The Custom KPIs page lets you define your own financial metrics using a formula builder. Custom KPIs can reference specific accounts or financial sections and support arithmetic operations — giving you the flexibility to build metrics that match your group's reporting needs.
🛈 Pro Feature: Custom KPIs are available on the Pro and Premium editions. On Standard subscriptions an upgrade prompt covers the page; on Free, the page shows a Pro Feature badge and a Subscribe to Create Custom KPIs prompt covers the page.
1. Accessing the Page
Go to Settings → Global Settings → Custom KPI from the left navigation. The page is titled Key Performance Indicators (KPI).
2. Creating a Custom KPI
1
Click Add a new KPIOpens the Adding a new KPI dialog.
2
Enter a KPI NameThis label appears in reports and dashboards for this metric.
3
Build the formulaAdd parts from the left of the dialog; they appear in the Working Formula, and the Result line shows the formula as text.
Part Type
Description
Ledger
A section, account or type from the trial balance. Choose Movement (the period’s activity) or Balance (the closing balance), then click Add.
Operational Data
A dataset you uploaded, narrowed by any of its own values. Shown when the organisation has operational data.
Period
Add days in period or Add months elapsed, for per-day or per-month figures.
Fixed Value
A constant used in the formula. When Is Percentage is ticked, return a ratio: 0.345 displays as 34.5%. Do not multiply by 100.
Operators
An arithmetic operator: + add, - subtract, × multiply, ÷ divide, or parentheses to group sub-expressions.
💡 Example: A Payroll to Revenue % KPI: Wages and Salaries ÷ REVENUE, both read as Movement, with Is Percentage ticked — 0.238 displays as 23.8%.
4
Tick Is Percentage (optional)Tick Is Percentage (Shown as %) if the result should display as a percentage. Build the formula as a ratio; the format multiplies by 100.
5
Add the KPIClick Add KPI (Save KPI when editing). It becomes available in dashboards and KPI reports.
3. Formula Validation
The formula is checked when you click Add KPI. Common issues flagged: unbalanced parentheses, consecutive operators without a value or row between them, and a formula that starts or ends with an operator. A name already used by another KPI is refused too. Correct the formula and click Add KPI again.
4. Editing and Deleting KPIs
Existing KPIs appear in a list on the page. Click the edit icon to reopen the builder and modify a KPI. Click the delete icon to permanently remove it.
