---
schema_version: "1"
id: 91d1e2452205243cdb2b7fa7c83bad6b94f64ebd822372c2254b633d952c7a1f
title: Create Custom Key Performance Indicators
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/create_custom_kpis.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.create_custom_kpis.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4f1e39d5bdadd4584eb12f47d87e6f88c734641dfb492b91671f85857ea53683
description: Help list creators gain customized insights into actionable lists by creating custom key performance indicators (KPIs). List creators can add the custom KPIs to KPI Bar.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Create Custom Key Performance Indicators

Help list creators gain customized insights into actionable lists by creating custom key performance indicators (KPIs). List creators can add the custom KPIs to KPI Bar.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Starter</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions with the <a href="https://help.salesforce.com/s/articleView?id=ind.actionable_list_members_permissions.htm&amp;release=264.0.0&amp;type=5" title="Users access Actionable List Members in their Salesforce org through supported editions, add-ons, and permissions.">required add-ons</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d7581e78">User
              Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d7581e78 ">To create custom KPIs:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d7581e78 ">Actionable Segmentation permission set</td>

          </tr>
        </tbody>
      </table>

1. From Setup, in the Quick Find box, enter Custom Key Performance Indicators, and then select **Custom Key Performance Indicators**.
2. Click **New**.
    
    To search for a specific KPI name, use the search field.
3. Name your custom KPI, and enter a description.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-sales_innovations-264-0-0-production-enus/5436c041-18a0-4efe-907a-134ebd767640/images/icon_note.png)
    
    Note The KPI name can contain special characters, but can’t exceed 255 characters. The developer name is automatically filled and can’t contain special characters except the underscore. The developer name must be unique. It must not include spaces, end with an underscore, or contain two consecutive underscores.
4. Select a target object.
5. Click **Start**.
6. To calculate the KPI, select a function on the Function tab.
7. To perform the function on a target object field, select the field.
    
    The page shows only the fields that the selected function supports.
8. To filter the records that you want to perform the selected function on, click the **Filters** tab and add up to three conditions.
    
    You can edit and migrate the legacy custom KPIs that contain up to three filter conditions to another Salesforce org.
9. Review the KPI details, and save your changes.

The custom KPI is saved and appears on the Custom Key Performance Indicators page. List creators can now select the custom KPI and add it to KPI Bar. You can clone, edit, or delete a custom KPI by clicking ![Down arrow icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-sales_innovations-264-0-0-production-enus/5436c041-18a0-4efe-907a-134ebd767640/sales_innovations/images/actionable_list_members/actionable_list_members_kpib_down_arrow.png). If you delete a custom KPI, it’s removed from KPI Bar and the Custom Key Performance Indicators page. If you clone a custom KPI, the name of the new KPI is prefixed with 'Clone of '.

#### See Also

- [Monitoring Actionable Lists by Using KPI Bar](https://help.salesforce.com/s/articleView?id=ind.actionable_list_kpi_bar.htm&release=264.0.0&type=5 "List creators can assess the performance of actionable lists at a glance by using Key Performance Indicator (KPI) Bar. KPI Bar is located above the Actionable List Members component.")