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 your own formula. Custom KPIs appear alongside built-in KPIs in the picker when adding metrics to any Pulse page.

1
Go to Global Settings → Custom KPIThis is where all custom KPI formulas are created and managed.
2
Click Add Custom KPIEnter a name for the KPI and define its formula — referencing account sections, existing built-in KPIs, or other custom KPIs as formula inputs.
3
Save the custom KPIOnce saved, the custom KPI is available in the KPI picker across all Pulse pages, dashboards, and custom reports.
4
Add it to any Pulse pageReturn to the Pulse editor and use + Add KPI to select your new custom KPI — it appears in the same picker as built-in KPIs.
💡 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 — useful for professional services firms
  • 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