KPI mapping · 6 min read
How KPI matching works across locations with different naming
Every sub-account names things differently — one calls it "Sales Pipeline," another "New Deals." RollupFox matches your one corporate KPI to whatever each location actually calls it, and clearly flags anything it can't match with confidence.
Video walkthrough coming soon
What matching does
When a location syncs, RollupFox compares your KPI's expected names (the pipelines, stages, calendars, or tags in its rule) against that sub-account's live GoHighLevel catalog, and records the result for each location.
The possible outcomes
- Matched
- RollupFox found an exact name match (or you set an override). The location rolls up into that KPI.
- Needs override
- There's a close match but not an exact one — for example "Sales Pipeline" vs "Sales - Pipeline." RollupFox surfaces the closest candidate as a near match and asks you to confirm it with an override.
- Missing
- No close match was found, or the sub-account has no pipelines/calendars/tags of that kind at all.
- Not defined
- The KPI's rule doesn't specify what to look for yet (for example a tag KPI with no tags set).
- N/A (not applicable)
- No name matching is needed for this KPI at this location, so it rolls up automatically.
How the match is scored
RollupFox scores each candidate name for similarity to what your rule expects. An exact match scores highest and resolves automatically. A close-but-not-exact name is offered as a near match for you to confirm. Names that aren't similar enough aren't proposed, so you don't get false matches.
Why this protects your numbers
Only locations that are Matched (or N/A) roll up to the corporate dashboard. A location that Needs override or is Missing is excluded from that KPI — its data is held out, not counted as zero — so a naming mismatch never quietly deflates a total.
You resolve flagged matches in one of three ways: add the found name to the rule so it matches everywhere, create a per-location override, or rename the object in GoHighLevel. The next two guides cover the first two.