When you create a Connected KPI on KPIs & Dashboards, pick from the data points below. The catalog reflects what is enabled for this integration on your platform.
Operational
Companies on track (count) - Inform Direct companies with known filing dates, nothing overdue, and nothing due within 30 days.
Deadlines within 30 days (count) - Inform Direct companies whose Companies House accounts or confirmation statement is due within 30 days.
Overdue filings (count) - Inform Direct companies whose Companies House accounts or confirmation statement is overdue.
Portfolio companies (count) - Companies on the Inform Direct portfolio.
Linked companies (count) - Inform Direct companies matched to an Elevale CRM company.
Companies not in Elevale (count) - Inform Direct companies that are not linked to an Elevale CRM company.
Accounts overdue (count) - Inform Direct companies whose Companies House accounts are overdue.
Confirmation statements overdue (count) - Inform Direct companies whose Companies House confirmation statement is overdue.
Accounts due within 14 days (count) - Inform Direct companies whose Companies House accounts are due within 14 days.
Confirmation statements due within 14 days (count) - Inform Direct companies whose Companies House confirmation statement is due within 14 days.
Accounts due within 30 days (count) - Inform Direct companies whose Companies House accounts are due within 30 days.
Confirmation statements due within 30 days (count) - Inform Direct companies whose Companies House confirmation statement is due within 30 days.
How sync works
Each data point maps to a provider API query executed by the integration sync engine.
On save or scheduled sync, Elevale fetches the latest value and appends to KPI history.
Connection status on the KPI shows the last successful sync or error message.
Setup and troubleshooting: Setup & usage