# Managing KPIs

## **KPI Registration & Management**

In HEARTCOUNT, think of a KPI as "the main business metric variable in our current analysis." For instance, if a campaign's goal is "finding rules for optimizing sales and profit," then the KPIs for that campaign would be sales and profit. 

While you can analyze most metrics in HEARTCOUNT even if they aren't set as KPIs, 

* SMART DISCOVERY Dashboard feature, which automatically identifies patterns in individual KPIs and recommends significant analysis results, is only available for metrics set as KPIs.

  👉 Learn more about [SMART DISCOVERY](https://public.heartcount.io/advanced-analysis/dashboard)
* Driver analysis and the Explainer function analyze the relationship between numerical KPIs and other variables. Therefore, a numerical KPI must be registered to utilize these features. 

{% hint style="info" %}
HEARTCOUNT recommends registering no more than 10 KPIs per campaign. 
{% endhint %}

You can view all columns (rows) of the previously uploaded data. From these columns, you can set the ones you want to focus on as KPIs and manually set the variables.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FcE0sYUnEKtE9gSyRpGwb%2Fmanage-kpis.gif?alt=media&#x26;token=ea5f5323-5ea7-4c67-9f12-387025eab270" alt=""><figcaption></figcaption></figure>

## **1. KPI Registration**

### **(1) Numerical Variables**&#x20;

Let's first look at how to set a numerical variable as a KPI.&#x20;

> * Numerical variables refer to data made up of continuous numbers. ex) Age, height, income, etc.
> * Categorical variables refer to non-continuous data that can be divided into several categories or ranges of similar characteristics. ex) Gender, blood type, etc.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FksdcwNvNdPxJtMkzsB4k%2F%5BKPI%5D%20numerical.gif?alt=media&#x26;token=c27d1adf-a52c-4d55-9b34-14486049c088" alt=""><figcaption></figcaption></figure>

Numerical variables are automatically marked with a number (#) in the system. Choose one from the \[KPI Types] (score, money, time, others). Then, select one or both of the calculation methods: average or total.&#x20;

Note that the \[KPI Type] is only a classification standard and does not affect the analysis results.

**1-1. Setting Derived Variables**&#x20;

As mentioned in campaign creation, HEARTCOUNT offers automatic features like categorizing numerical variables and **binning** them into ranges, as well as processing them into **percentiles**. Thus, you can create two derived variables.&#x20;

👉 Learn more about the binning feature (link)

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FecMVvYJi0fhMCLZtawLy%2F%5BKPI%5D%20derived-variables.gif.sb-fa191158-3QZkIF.gif?alt=media&#x26;token=88ff5f86-92f0-4616-881d-f485037365ee" alt=""><figcaption></figcaption></figure>

You can set up to 4 of these derived variables as KPIs.

### **(2) Categorical Variables**&#x20;

Categorical variables are those defined by non-numerical values for creating KPIs (YES/NO, Male/Female, etc.). You can select **up to 4 KPIs** per variable.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FUSZ1D9CmepRn1O56HEk0%2F%5BKPI%5D%20categorical-variables.gif?alt=media&#x26;token=7f89a72c-ff97-4ae7-92b8-f1fe32064644" alt=""><figcaption></figcaption></figure>

Once you've set up your KPIs, it's time to start your analysis in earnest.&#x20;

* By clicking on the dashboard icon right below the KPIs management icon on the left menu, you can directly view and proceed to the analysis function for the KPIs you've set. \
  👉 Go to the [Dashboard manual](https://public.heartcount.io/advanced-analysis/dashboard)&#x20;
* You can freely add, delete, or modify KPIs during the analysis.