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Annotate a KPI chart

Annotations are dated markers on the KPI chart, such as a launch or a pricing change. They are not logged values. Clicking a marker opens it so you can edit or delete it.

How to get there#

Open a KPI. On the chart, click Add annotation, or click an existing marker on the chart.

Add an annotation#

  1. Open the KPI.
  2. Click Add annotation.
  3. In the Add annotation dialog, set Date and Title (placeholder: “e.g. Launched enterprise plan”). Title is limited to 80 characters.
  4. Click Add annotation.

The dialog explains that an annotation marks a date on the chart with something that happened, so the numbers are easier to explain later.

Edit or delete an annotation#

  1. Open the KPI.
  2. Click the annotation marker on the chart.
  3. In Edit annotation, change Date or Title, then click Save annotation.
  4. To remove it, click Delete annotation.

Who can do this#

You need Edit Access or Full Access on the space. Without it, Add annotation is hidden and markers are not clickable to edit.