What this article covers: How to customise the KPIs and health scores across all four Pulse pages — choosing which KPIs are tracked, adjusting their weightings, creating custom KPI formulas, and tailoring each page's health score to reflect what matters most to your business.
Every Pulse page — Key Metrics, Cashflow Analysis, Receivables, and Payables — has its own independent health score and KPI configuration. You control which metrics appear, how much weight each carries in the score, and can create entirely custom KPIs using your own formulas.
1. Where Each Pulse Page Is Configured
Each Pulse page has its own separate configuration editor — changes to one page do not affect the others. Click the edit icon (pencil) in the top-right corner of the respective Pulse page to open its editor.
Pulse Page
Editor name
Default KPIs
Key Metrics
Section-Based KPI Target Setting
Gross Profit %, Net Profit, Revenue, EBITDA, Operating Expenses, Current Ratio, Receivables Days, Payables Days, Cash Conversion Cycle, Revenue Growth, Net Profit Growth, Expense Growth
Cashflow Analysis
Health Score Calculator
Operating Cashflow, Cash Ratio, Cashflow Margin %, Cash Balance
Receivables
Health Score Calculator
Receivables Days, Cash Conversion Cycle, Net Profit %
Payables
Health Score Calculator
Payables Days, Cash Conversion Cycle, Current Ratio, Operating Cashflow
2. Adding and Removing KPIs
1
Open the editor for the Pulse page you want to configureClick the pencil icon in the top-right of the Pulse page. The editor shows all currently active KPIs for that page.
2
Click + Add KPI (or + Add Metric on Key Metrics)A picker opens showing all available KPIs — both BrizoConsol's built-in library and any custom KPIs you have created. Select the KPI you want to add.
3
To remove a KPI, click the red delete iconThe KPI is removed from the page and will no longer contribute to the health score.
4
Reorder KPIs using the drag handleDrag the six-dot handle (⋮⋮) on the left of each row to change the display order on the Pulse page.
5
Click SaveChanges take effect immediately. The health score recalculates using the updated KPI list.
🛈 Key Metrics only — sections: The Key Metrics editor groups KPIs into sections (e.g. Financial Performance, Cash & Liquidity). Use + Add Section to create a new group and + Add Metric within it to add KPIs. You can create as many sections as you need — for example, "Operational", "Customer", or "HR Metrics".
3. Adjusting KPI Weightings
For Cashflow Analysis, Receivables, and Payables, each KPI in the Health Score Calculator has a % field that controls how much it contributes to the health score. The system calculates the score as a weighted average of all active KPIs.
Weighting rule
Detail
Total should sum to 100%
Ensures the health score is calculated correctly — if weights do not sum to 100%, the score will be proportional to the total assigned
Equal weighting default
By default, all KPIs are weighted equally — e.g. four KPIs each get 25%
Maximum score per KPI
A KPI weighted at 25% can contribute a maximum of 25 points to the health score — it scores its full allocation only when it meets or exceeds its target
💡 Weighting strategy: Assign higher weights to the KPIs that have the greatest real-world impact on your business. For example:
- Cashflow Analysis — weight Operating Cashflow highest if cash generation is your primary concern
- Receivables — weight Receivables Days more heavily if collections are a chronic issue
- Payables — weight Current Ratio and Payables Days if managing payment timing is critical
4. Setting Targets for Key Metrics KPIs
On the Key Metrics page, each KPI also has a target method — this determines the value that MTD performance is measured against. Select the method from the dropdown next to each KPI:
Method
How the target is calculated
Use forecast data
Target is set from your forecast — automatically stays aligned with your financial plan
Use last year data + % adjustment
Last year's actual value plus or minus a percentage — e.g. last year + 20% for a growth target
Use rolling 3 months average + % adjustment
Average of the last 3 months of actuals — more responsive to recent performance
Use rolling 6 months average + % adjustment
Average of the last 6 months of actuals — smoother and more stable for volatile metrics
Use the slider or type directly into the % field to set the adjustment. For example, setting 20% on "Use last year data" sets the target at last year's value plus 20%.
5. Creating Custom KPIs
If the built-in KPI library does not include a metric specific to your business, you can create a custom KPI using the formula builder. Custom KPIs appear alongside built-in KPIs in the picker when adding metrics to any Pulse page, dashboard, or custom report.
⚠ Pro feature: Custom KPI creation requires a Pro subscription. Free and Standard subscribers can view existing custom KPIs but cannot create, edit, or delete them.
The Custom KPI list
Go to Global Settings → Custom KPI. The page lists all custom KPIs with their name and formula. Use the filter bar to search by name. Each row has an edit (pencil) and delete (trash) icon on the right.
Adding a new KPI
1
Click Add a new KPIThe formula builder dialog opens. Enter a KPI Name — it must be unique. If the result should be displayed as a percentage, tick the Is Percentage checkbox.
2
Build the formula using the left-hand paletteAdd items from the palette cards below — each click appends a part to the Working Formula area on the right.
Palette card
What it adds
Ledger
A section, account or type from your trial balance. Choose Movement (the period's change) or Balance (the closing balance) before clicking Add. For example, add "Revenue" on Movement to use the period's revenue figure.
Operational Data
A value from one of your uploaded datasets (only shown if datasets exist). Select a dataset, then optionally narrow it by any of its dimensions using the cascading pickers — leave a picker on "All" to sum across every value. For datasets that store scenarios in a column, an additional Scenario picker appears: choose a specific scenario to always read those figures, or leave on Follow the KPI to use whichever scenario (actual, forecast, or budget) the KPI is being evaluated for. Choose Movement or Balance and click Add.
Fixed Value
A constant number the formula works with — for example, enter 100 when dividing to express a result as a percentage.
Period
Days in period — the number of calendar days in the reporting period, useful for a per-day rate. Months elapsed — the number of months covered by a year-to-date period, useful for annualising a partial-year figure.
Operators
The arithmetic operators + − / × and parentheses ( ) to combine the elements above into the calculation.
3
Review and adjust the Working FormulaEach item appears as a chip in the Working Formula area. Drag chips to reorder them, or click the × on any chip to remove it. The Result line below the formula area shows a text preview of the full expression.
4
Click Add KPIThe system validates the formula (checking for unmatched brackets, consecutive operators, and empty formulas) before saving. Once saved, the custom KPI is immediately available in the KPI picker across all Pulse pages, dashboards, and custom reports.
Editing and deleting KPIs
Click the pencil icon on any row to reopen the formula builder pre-loaded with that KPI's name and formula — make your changes and click Save KPI. Click the trash icon to permanently delete a custom KPI; this removes it from any Pulse page, dashboard, or report that references it.
💡 Examples of useful custom KPIs:
- Staff cost as a % of revenue — useful for labour-intensive businesses
- Rent as a % of revenue — useful for multi-location retail or hospitality
- Gross profit per employee — combine a ledger Gross Profit row with an operational dataset of headcount
- EBITDA less capex — useful for groups with significant ongoing capital expenditure
6. How the Health Score Is Calculated
The health score is a weighted average calculated from all active KPIs and their assigned weights:
Score formula:
Health Score = ∑ (KPI Performance Score × KPI Weight %)
Each KPI earns points proportional to its weighting when it meets its target. A KPI weighted at 25% can contribute a maximum of 25 points. A KPI with no target set contributes 0 points regardless of its weight.
Score range
What it signals
75 – 100
Strong — most KPIs are meeting or exceeding targets
40 – 74
Moderate — some KPIs are off target, review needed
0 – 39
Weak — majority of KPIs are significantly below target, immediate attention required
