Overview
The Performance page is where you track and manage your team’s KPIs. Each KPI appears as a tile showing current progress toward its target, with a detailed history a click away. Well-designed KPIs translate your strategic goals into measurable outcomes — so you always know whether you’re moving in the right direction.
Create a KPI
Add a new KPI
Create a New KPI and fill out its details:
- Name — clear and specific (e.g. “Compliance Issues Resolved”).
- Icon — a quick visual cue for the metric.
- Unit — what you’re measuring (issues, dollars, %, widgets…).
- Target value — the goal you want to reach.
- Starting value — where you are now.
- Comment — any context worth recording.

Choose a target type
Pick how success is measured:
- Higher is better — increase a number (sales, satisfaction).
- Lower is better — decrease a number (costs, errors, response time).
- Achieved or not — a binary outcome (e.g. “New office opened”).

Track progress over time
Record a new value
Open the tile’s three-dot menu and choose Record KPI Value. Enter the current
value, an optional comment, and the date it was achieved.

Connect KPIs to the bigger picture
KPIs are most powerful when they clearly connect to your strategy:- Strategic goals → KPIs — each KPI measures progress toward a goal.
- Initiatives → KPIs — roadmap initiatives drive KPI improvement.
- Actions → KPIs — link day-to-day actions to the KPIs they impact for an OKR-style approach.

Best practices
- Keep it key — track a manageable number of truly important indicators.
- Be specific — define each KPI so there’s no ambiguity about what’s measured.
- Set realistic targets — ambitious but achievable in the timeframe.
- Update on a cadence — a consistent rhythm keeps the picture accurate.



