KPI Management: visibility and confidentiality

Settings → KPI Management opens on a KPI list: Selected, Category, KPI, Id, Visible, Forecastable, Confidentiality, filterable by category and searchable by name. Visible is an eye icon per row — open and orange when visible, crossed out and grey when not. Forecastable is a checkbox. Confidentiality holds four values: Basic, Confidential, Strictly confidential, and Custom Permissions — the middle tier, "Confidential," is a genuine level between Basic and Strictly confidential, not a naming echo of the last one.

Each of the first three tiers carries a default meaning: Basic is operational data, visible to standard users by default; Confidential is strategic data, meant for senior roles or department leads; Strictly confidential is financial data, typically restricted to administrators and executives. Custom Permissions is the escape hatch — it bypasses those defaults entirely for one specific KPI, which is why it has no Read/Write toggle of its own in the Groups matrix (13.3): the other three tiers are what a Group's permissions are actually set against, and Custom Permissions is assigned per KPI instead. A department head's Group, for instance, might Read Confidential but not Strictly confidential — while one specific revenue KPI gets Custom Permissions to open it up for that same group as an exception.

Above the list, the page states its own warning verbatim: "These settings apply to all users in your company. Note that no data will be collected or displayed for invisible KPIs. Existing data will not be deleted." Read literally: making a KPI invisible is reversible and non-destructive. The historical numbers stay exactly where they are — they simply stop being collected or shown to anyone until visibility is switched back on.

A View as company / View as user toggle sits above the list — the way to check what a specific person actually sees, rather than trusting the admin-side settings alone.

Above the KPI list, Refresh KPI calculations and an Include Query Builder calculations checkbox force a recalculation; a separate ValueWorks Central Service section holds Get latest KPIs and benchmarks, pulling in new standard KPIs and benchmark data from ValueWorks itself rather than recalculating what's already there.