---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-service-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Create KPI groups and mappings

# Create KPI groups and mappings in Digital Portfolio Management {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read  
Create key performance indicator (KPI) groups and mappings in Digital Portfolio Management (DPM) to monitor the overall health and progress of all your services and offerings.

## Before you begin

* Plugins required: sn_dpm, com.sn_team_perf, and com.snc.service_portfolio
* Role required: sn_dpm.dpm_admin
{#dpm-create-kpi-groups__ul_f5m_prg_2zb}

## About this task

Create KPI groups and associate each group's type with its corresponding record. Here are the record types:

* Service portfolios
* Taxonomy nodes
* Services
* Offerings
* Service instances
* Business applications
* Enterprise portfolios
* Enterprise taxonomy nodes
{#dpm-create-kpi-groups__ul_g3s_ch1_z1c}

In addition to creating your own KPI groups, you can use and configure the KPI groups that come with the base DPM application. For details, see [KPI groups in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/nBbjv8yisE3GhqfaAx28Dw "Define and configure the key performance indicator (KPI) groups in DPM that matter most to you. When you associate KPI groups with your services and applications, you can analyze their performance in a centralized area.").  
This procedure includes the following tasks:

1. Create a KPI group.
2. Add indicators to a KPI group.
3. Create a KPI group mapping.
{#dpm-create-kpi-groups__ol_kd2_n34_jtb}

## Procedure

1. Create a KPI group.  
   1. Navigate to AllDigital Portfolio ManagementKPI Groups.
   2. Select New.
   3. On the form, fill in the fields.{#dpm-create-kpi-groups__table_ir3_cs5_2sb__entry__2}

      | Field | Description |
      |-|-|
      | Name | The name of the KPI group. |
      | Description | The description of the KPI group. |
      | Type | The type that you want to create: * Service portfolios * Taxonomy nodes * Services * Offerings * Service instances {#dpm-create-kpi-groups__ul_g5g_3s5_2sb} Note: The type must correlate to the record. For example, you can only associate a service portfolio type to a portfolio record. You can only associate an offering type to an offering record. |
      | Order | Determines the page layout of the KPI groups in the Digital Portfolio Management workspace. |
      | Show on preview | If selected, the KPI group displays in the Details section of the Enterprise Portfolio homepage in the DPM workspace. All selected KPI groups will display on the page, not just one. |
      [Table 1. KPI Group form]

      {#dpm-create-kpi-groups__table_ir3_cs5_2sb}
   4. Select Submit  
      Tip:  
      You can also create a KPI group by copying an existing KPI group. For more information, see [Copy a KPI group to create a new KPI group in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/hX8YNDzBjP3DppyBHBkz5A "Create a new key performance indicator (KPI) group by copying an existing KPI group in Digital Portfolio Management (DPM). All the KPI records, supporting KPIs, and mappings of the KPI group are copied as well. After you copy the KPI group, you can modify all aspects of it so the new group best fits your needs.").
   {#dpm-create-kpi-groups__ol_j2d_54x_t1c}
2. Add indicators to a KPI group.  
   1. Navigate to AllDigital Portfolio ManagementKPI Groups.
   2. Select the KPI group that you want to add indicators to.
   3. On the KPIs tab, select New.
   4. On the form, fill in the fields.{#dpm-create-kpi-groups__table_xmm_2q5_2sb__entry__2}

      | Field | Description |
      |-|-|
      | KPI Group | KPI group to add indicators. |
      | KPI | KPI indicator that you want to measure. |
      | Label | Name of the KPI indicator. You can edit the label. |
      | Parent KPI | Parent KPI, if this KPI is a supporting KPI. |
      | Display Aggregate | KPI display aggregate: Average or Sum. Note: This field applies when the latest score property \[sn_dpm.kpi_groups.show_latest_score\] is false. For information, see [Configure the Digital Portfolio Management experience](https://servicenow-prod.fluidtopics.net/ZltCF_x9Zt31udOP6eF9Xg "If your organization doesn't use certain modules or life-cycle phases in Digital Portfolio Management (DPM), then configure the experience by hiding those elements from user views."). |
      | Order | Page layout of the KPI groups in the Digital Portfolio Management workspace. |
      | Description | The description of the indicator. For more information on KPI results, see [KB1123710](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1637474). |
      | Chart type | The chart type for the KPI group. The options are: * Single score * Time series: Line * Time series: Column * Time series: Area * Time series: Spline * Time series: Step line * Group By {#dpm-create-kpi-groups__ul_zdh_vk1_z1c} Note: The Group By option enables you to select the results breakdown. For example, incidents by priority. |
      [Table 2. KPIs form]

      {#dpm-create-kpi-groups__table_xmm_2q5_2sb}
   5. Select Submit.
   {#dpm-create-kpi-groups__ol_gs3_245_2sb}
3. Create a KPI group mapping.  
   1. Navigate to AllDigital Portfolio ManagementKPI Group Mappings.  
      Note:  
      You can also map a KPI group by navigating to AllDigital Portfolio ManagementKPI Groups. Select a KPI group to view, and then select the KPI Group Mappings tab.
   2. Select New.
   3. On the form, fill in the fields.{#dpm-create-kpi-groups__table_n3z_2v5_2sb__entry__2}

      | Field | Description |
      |-|-|
      | KPI Group | KPI group name to add the mapping. |
      | Mapping | Mapping type associated with the KPI group. Depending on which KPI Group you select, one of the following displays as the Mapping field. * Service portfolio * Taxonomy node * Service * Offering * Service instance * Business application * Enterprise portfolio * Enterprise taxonomy node {#dpm-create-kpi-groups__ul_lhg_wnx_t1c} |
      [Table 3. KPI Group Mapping form]

      {#dpm-create-kpi-groups__table_n3z_2v5_2sb}
   4. Select Submit.
   {#dpm-create-kpi-groups__ol_rn1_1n3_trb}
{#dpm-create-kpi-groups__steps_i2d_54x_t1c}
**Related concepts**   

* [Configure KPI groups in Digital Portfolio Management](https://servicenow-prod.fluidtopics.net/n74n8utB9_V5TE0LYcNABg "Configure key performance indicator (KPI) groups in Digital Portfolio Management (DPM) to surface performance information in the context of your organization's solutions.")  
**Related tasks**   

* [Configure KPIs in Digital Portfolio Management with service availability example](https://servicenow-prod.fluidtopics.net/sp9RaTyip~vT6MP_32O5NA "Configure key performance indicators (KPIs) in Digital Portfolio Management (DPM) to surface performance information in the context of your solutions. This procedure uses the example of configuring service availability to display the availability score in the Run life-cycle phase.")

*[\>]: and then