Need Study Metrics?
Access note: This feature is only visible when the relevant add-on has been enabled for the study and assigned to your user account. If you cannot see it, contact your Trial Administrator or main study contact. Trial Administrators can review add-on access in Edit User Access.
Use KPI Dashboard when you need a higher-level view of study performance, site activity, or compliance metrics.
Typical Users
- Project Managers
- Monitors
- Quality Control Managers or oversight users with KPI access
What Problem It Solves
The KPI Dashboard provides aggregated operational metrics and lets users drill down into site-level or visit-level performance.
How to Open It
Click KPI Dashboard from the top navigation bar.

- Use 1 to open the KPI Dashboard from the main navigation.
Use it to track study performance, evaluate compliance, and identify where follow-up may be needed.