Self-Service KPIs

✅

Self-Service KPIs are available to all Composable customers.
No support ticket required — just flip the switch!

Overview

Create your own KPIs to track performance metrics that matter most to your business — and view them directly within your Simon segments. Whether it’s lifetime value, days since last order, or another key customer metric, Self-Service KPIs let you choose your own field, aggregation, and visualization method.

What used to require a support ticket is now entirely self-service.

How It Works

From any page in Simon:

1. Navigate to KPIs under the Segments tab.
2. Click Create KPI in the top-right.
3. Give your KPI a name (e.g., "90-Day LTV").
4. Select the field you want to aggregate (e.g., ltv_90_days).
5. Choose your aggregation type (e.g., average, count, sum).
6. Choose your visualization method (e.g., table, bar, line).
7. Preview your KPI directly on the setup page.
8. Click Save.

Your new KPI will automatically appear in the Metrics tab on any Segment page.

📘

KPIs are only supported on ONE_TO_ONE_ATTRIBUTES fields from your composable datastore.

FAQ

Q: What are Self-Service KPIs?
A: They’re customizable OrganizationStats backed by datastore fields, surfaced within Segments.

Q: Can I create more than one KPI?
A: Yes — the default limit is 10 KPIs per organization. Contact support to raise your limit.

Q: What happens when I archive a KPI?
A: It is removed from all Segments and marked as archived in the backend.

Q: Can I still edit KPIs after hitting the limit?
A: Yes — you just can’t create new ones until you reduce the active count.

Requirements

• Available for Composable clients only
• Must have KPI configuration enabled by your admin
• Source field must be from a supported datatype and schema

To get started, go to Segments > KPIs and create your first metric.