---
title: "KPIs"
slug: "kpis"
description: "The Antavo Optimizer User Manual helps you understand how to explore your loyalty data, generate AI-powered insights, and turn program performance into actionable, data-driven strategies."
updated: 2026-03-25T15:46:17Z
published: 2026-03-25T15:46:17Z
canonical: "docs.antavo.com/kpis"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.antavo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# KPIs

**KPIs** are separate entities that can be assigned to both goals and charts, creating a consistent structure across the platform and making it easier to reuse definitions. For now, they serve mainly as **grouping concepts** for charts and goals, but they will later evolve into analytical drivers.

For now, **KPIs primarily act as grouping concepts**. They help you:

- Assign charts and goals under a common measurement definition.
- Reuse the same KPI across different goals and charts.
- Maintain consistency when tracking similar metrics.

In the future, KPIs will evolve into analytical drivers that provide automated evaluation of performance, risks, and opportunities.

### Creating a KPI

You can manage KPIs from the **KPIs menu** in the sidebar or by selecting **View your KPIs** on the Homepage.

- Click **Add KPI**.
- Choose between:
  - **Suggested KPI**
  - **Custom KPI**
- Click **Create**

#### Suggested KPI

Use this option if you want AI-recommended KPIs tailored to your loyalty program. Suggested KPIs are generated based on your loyalty dataset and the preferences you set in the onboarding questionnaire. They provide a quick way to start with definitions that are relevant to your specific program.

- Select one of the suggested KPIs.
- If none fit, click **Regenerate** to see new recommendations.
- Choose your KPI and click **Create**.
- The KPI will now appear in your KPI list.

> [!NOTE]
> **Suggested KPIs** are a fast way to begin structuring your measurement framework. Over time, you can adjust or switch to custom KPIs for more specific definitions.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/suggest_kpi_regenate.png)

#### Custom KPI

Use this option when you have a specific measurement in mind. Provides maximum flexibility and alignment with your internal strategy and priorities.

- Define the **name** and **description** of the KPI.
- Optionally assign related **goals and charts**.
- Save the KPI by clicking **Create**, and it will appear in your KPI list.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/create_custom_kpi.png)

> [!NOTE]
> #### **Base charts**
> 
> When a KPI is assigned to a goal **for the first time**, Optimizer automatically generates a **base chart** under that goal, giving you a starting point for measurement.
> 
> For **suggested goals**, this assignment step is not available during creation, but you can link the KPI later through [**Manage → Edit KPI**](/engine/docs/kpis#managing-kpis).
> 
> If you link additional goals after the first assignment, **no new chart will be created automatically**, only the connection will be added.

### Managing KPIs

From the KPI list via the **…** menu, you can:

- Click **Edit KPI** to update name, description, assigned goals, and assigned charts. The same KPI can be assigned to multiple goals and multiple charts, allowing you to measure consistently across the platform.
- Click **Delete** to remove the KPI entirely. Connected goals and charts will not be deleted, only the KPI link will be removed.
- Click**Copy** to duplicate a KPI, either with all its existing chart connections or only the base chart. When creating the copy, you’ll be asked to assign it to a goal.

![](https://cdn.document360.io/08a474ca-8fb4-4c3c-9cd8-665242086cd3/Images/Documentation/manage_kpi.png)