KPI groups

Route: /service-kpi/groups

See also: Overview · Managing KPIs · KPI Dashboard

KPI groups organize Service KPIs for the KPI Dashboard. Each group has a name, description, and color. KPIs can belong to multiple groups. Role Allowed KPI Groups controls which groups a user sees on the dashboard.

Table columns

Column	Description
Name	Group name with color swatch (click to edit)
Description	Optional summary
Color	Hex color used on the dashboard
KPIs	Count of KPIs assigned to this group

Search uses Enter the description or identifier (plain text filter on name/description). Pagination uses URL page and size — see List tables and bulk actions.

Create a group

1. Open Metrics & KPIs → Service KPIs.
2. Select the KPI Group tab.
3. Click Create.
4. Enter Name, Description (optional), and Color.
5. Click Save.

Drawer titles: Create KPI group or Edit KPI group.

Assign KPIs to a group

You can assign KPIs in two ways:

From the groups tab

1. On the KPI Group tab, click the link icon on a group row (Manage KPIs).
2. In Assign KPIs to group name, check the KPIs that should belong to the group.
3. Use the search box (Search KPIs by name, service, or description) to find KPIs in long lists.
4. Click Save.

The same KPI can appear in multiple groups. Unchecking a KPI removes only this group from that KPI’s assignment.

From the KPI drawer

When creating or editing a KPI on the KPIs tab, use the Groups multi-select. See Managing KPIs.

No groups yet

If no groups exist, the KPI drawer shows guidance to create a group first. Use the KPI Group tab before assigning groups on new KPIs.

Edit and delete

Action	How
Edit	Click Name or Description, double-click the row, row Edit, or bulk Edit (one row)
Delete	Row trash or bulk Delete — confirmation required

A group cannot be deleted while KPIs are still assigned to it. Reassign or remove the group from those KPIs first.

Dashboard and access control

Concept	Behavior
Group color	Shown on KPI cards and filters on the KPI Dashboard
Ungrouped	KPIs with no group appear in an ungrouped section on the dashboard
Allowed KPI Groups on a role	Limits dashboard visibility to selected groups — see Creating and managing roles

Example groups

Name	Color	Typical KPIs
Production	Red	Customer-facing production services
Staging	Blue	Pre-production validation KPIs
Critical Services	Orange	Subset of production with stricter targets

Best practices

1. Plan group names to match how teams filter the dashboard (environment, tier, or application).
2. Assign KPIs when creating them — avoids empty groups on the dashboard.
3. Use distinct colors so cards are easy to scan in cards view.
4. Align groups with role access — grant read:kpis together with specific Allowed KPI Groups, not empty groups.
5. Remove assignments before deleting a group you no longer need.