Custom KPIs
Build your own KPI tiles and surface them on the executive dashboard.
ProLens ships with five default KPI tiles (Monthly Revenue, AR, Utilization, Active Projects, Pipeline). Practice plan and above can define custom KPIs and pin them to the dashboard.
Defining a custom KPI
Open Settings > Custom KPIs. Each KPI has:
- Name - displayed on the tile
- Source - which PSA entity to aggregate (projects, time, invoices, deals)
- Aggregation - sum, average, count, ratio
- Filter - optional WHERE clause (e.g., status = "active")
- Compare to - the value to compare against (prior period, target, none)
Examples
- Average project margin - sum of margin / count of active projects
- Pipeline velocity - count of deals closed last 30 days
- Time to invoice - average days between project completion and invoice issued
Pinning to the dashboard
After creation, custom KPI tiles appear in the Add Widget catalog alongside the default tiles. Add them to your dashboard like any other widget.
AI annotations
Custom KPIs get the same one-line AI annotations as default KPIs. The AI reads the same anonymized aggregates.
Available on Practice plan and above. Studio plan customers see the Custom KPIs page with a Pricing FAQ upgrade prompt.