KPI Import Guide
Welcome to MeasureMap! This guide explains how to prepare your KPI data for bulk import using our CSV template.
The CSV Template
You can download the CSV template here: kpi-import-template.csv
Required Fields
To ensure a successful import, your CSV must include the following columns. These fields are foundational for maintaining trustworthy terms and metrics in your business glossary.
| Column Name | Purpose | Example |
|---|---|---|
| Name | Primary business term for the KPI. | Monthly Recurring Revenue |
| Definition | Plain-language explanation of what the KPI means. | Total recurring revenue normalized to a monthly amount |
| Business context | Why the KPI matters to the business. | Core metric for growth and valuation |
| Owner name | Responsible person for the KPI. | Jane Doe |
| Owner email | Contact path for follow-up. | jane.doe@example.com |
| Formula | Business rule or calculation logic. | SUM(active subscriptions * monthly rate) |
| Source system | Where the KPI originates. | Stripe |
| Dashboard URL | Where the KPI is consumed. | https://dashboard.example.com/mrr |
| Domain | Functional grouping, such as Sales, Finance, or Operations. | Sales |
| Status | Lifecycle state. Valid values: Draft, Approved, Deprecated. | Approved |
Import Process
- Prepare your data: Fill out the template with your organization's KPIs.
- Log in as Admin: Only Administrators can perform CSV imports.
- Upload the file: Navigate to the Import section and upload your prepared CSV file.
- Validation Preview: MeasureMap will validate your fields and flag any errors before publishing.
- Confirm and Publish: Once errors are resolved, confirm the import. Your glossary is now populated and ready for viewers!
Tips for Success
- Ensure your
Statusvalues exactly match one of the allowed options: Draft, Approved, or Deprecated. - Make sure emails are in a valid format.
- Dashboard URLs should include the full protocol (e.g.,
https://).