> ## Documentation Index
> Fetch the complete documentation index at: https://help.ciclostrategy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance & KPIs

> Turn strategic goals into measurable KPIs, record progress over time, and see how you're tracking at a glance.

## 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.

<Frame caption="The Performance page, with each KPI shown as a tile">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/performance/overview.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=8270ab3cede45fef98cf42b677446937" alt="The Ciclo Performance page showing KPI tiles" width="1400" height="1013" data-path="images/performance/overview.png" />
</Frame>

## Create a KPI

<Steps>
  <Step title="Open your team's Performance page">
    Pick your team, then choose **Performance** in the sidebar.
  </Step>

  <Step title="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.

    <Frame caption="Creating a new KPI">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/performance/new-kpi.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=73ea4c7b668ce1c48696017ff4b70702" alt="The new KPI modal" width="1400" height="1013" data-path="images/performance/new-kpi.png" />
    </Frame>
  </Step>

  <Step title="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").

    <Frame caption="KPI details, including the target type">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/performance/kpi-details.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=fa8f842f6c9bc366525e4d500ec91d42" alt="KPI detail fields and target type" width="1400" height="617" data-path="images/performance/kpi-details.png" />
    </Frame>
  </Step>

  <Step title="Save">
    The KPI appears as a tile with a progress meter. For example, 4 of 20 issues resolved
    shows 20% progress.
  </Step>
</Steps>

## Track progress over time

<Steps>
  <Step title="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.

    <Frame caption="Recording a new KPI value">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/performance/record-value.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=18d11b2d5728ffe0daa2af0d185c03ee" alt="Recording a new KPI value" width="678" height="778" data-path="images/performance/record-value.png" />
    </Frame>
  </Step>

  <Step title="View the detail chart">
    Click **Detail** on a tile to see how the value has changed over time. Use the time
    selector (1, 3, or 12 months) to focus on short-term progress or long-term trends.

    <Frame caption="The detail chart shows performance over time">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/performance/detail-chart.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=9d6f96bb02b1552f61849e1fe7d97618" alt="KPI detail chart over time" width="1400" height="1013" data-path="images/performance/detail-chart.png" />
    </Frame>

    <Frame caption="Adjust the time range shown">
      <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/H7qE53BYUHz660gr/images/performance/time-view.png?fit=max&auto=format&n=H7qE53BYUHz660gr&q=85&s=e822acfb023fe7cad3e20ffa20c9e034" alt="Time period selector for the KPI chart" width="1378" height="450" data-path="images/performance/time-view.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Add a comment whenever you record a value to explain significant changes — your future
  self and your team will thank you.
</Tip>

## 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](/features/roadmap) drive KPI improvement.
* **Actions → KPIs** — link day-to-day [actions](/features/actions) to the KPIs they impact for an OKR-style approach.

KPIs from your Performance page appear automatically on the
[Strategy page](/features/strategy). Use **Import** to display a KPI from another team for
cross-functional visibility.

<Frame caption="Import a KPI from another team for cross-functional visibility">
  <img src="https://mintcdn.com/ciclostrategy-5e0b62a7/xst0q8VQ171r6I_e/images/performance/import.png?fit=max&auto=format&n=xst0q8VQ171r6I_e&q=85&s=27fe566b16e92161b81a2b4025dd362e" alt="Importing a KPI from another team" width="1400" height="1013" data-path="images/performance/import.png" />
</Frame>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Strategy" icon="bullseye" href="/features/strategy" />

  <Card title="Roadmap" icon="map" href="/features/roadmap" />

  <Card title="Actions" icon="square-check" href="/features/actions" />

  <Card title="Reports & sharing" icon="file-chart-column" href="/features/reports" />
</CardGroup>
