How-to guide

How to create a KPI scorecard

A practical guide to create a KPI scorecard — and how Analytify lets you do it in plain English on governed data, without an analyst or a warehouse.

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✓ Step-by-step✓ No SQL required✓ Governed & auditable
Steps

How to create a KPI scorecard in three steps

Connect your data

Point Analytify at the sources involved.

Define it once

Set the metrics or logic in the governed semantic layer so results are consistent.

Do it in plain English

Ask Analytify to create a KPI scorecard — it generates the governed query and result, and shows the SQL.

With Analytify

The easy way to create a KPI scorecard

Analytify turns create a KPI scorecard into a plain-English request.

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Plain English

Describe what you want; Analytify builds it on governed data.

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Auditable

Every result shows the SQL, so analysts can verify and reuse it.

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Repeatable

Save it as a live dashboard or scheduled report.

FAQ

Frequently asked questions

How do I create a KPI scorecard?+
Connect your data to Analytify, define the relevant metrics once, and ask it to create a KPI scorecard in plain English — it generates the governed query and result for you.
Do I need to know SQL?+
No — Analytify is built for business users, and shows the SQL so analysts can verify.
Is the result trustworthy?+
Yes — results run on a governed semantic layer with defined metrics and joins.
Do I need a data warehouse?+
No — Analytify works directly on your connected sources, with or without a warehouse.
Is there a free version?+
Yes — the open-source Community Edition is free forever for self-hosted use.

See how to create a KPI scorecard

Book a 15-minute demo — we’ll create a KPI scorecard on your data, live.

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