Goals
Every number has an owner.
A KPI here is a target, a unit, a direction of travel and the person who owns the reading.
The screen
Goals
Goals, results and the measures under them.
WorkPlannerAITalkTeamsDocsTablesGoalsSettings
NONorthwind OpsSample workspace
Company
Team
Q3
OOnboard every client in 10 days
KKeep churn under 4 percent
GoalsSearch or jump toMD
Onboard every client in 10 days
MDMaya DsouzaUpdate
On track
On track. 3 of 4 onboardings this month inside SLA. Bluefin projected day 8.
Effort
TaskOwner
Onboard Bluefin FoodsSO
Onboard Harbour MillsSO
Onboard Quayside CoffeeMD
3 linked tasks
Onboarding cycle time: 8 days, target 10
What you get
Everything below ships today.
- Target and directionHigher is better or lower is better, against a target in the unit you actually use. Cycle time in days is not a percentage.
- Readings with a sourceEvery reading is recorded against a period by a person or through the API, so a number on a review has a provenance.
- A weight per roleThe same KPI can matter more to one role than another, and the composite score follows the weight.
- Trend over periodsReadings sit on a period, so the movement is the record rather than a screenshot of last quarter.
- A review loopA KPI review cycle asks the owner for the period's reading and closes when it has one.
- Tied to the KRAA KPI is named by the KRA it measures, which is how it reaches the role, the SOP and the goal.
Questions
Straight answers.
Does finishing a task move a KPI?
No. Every reading in the product comes from a person or from the API. When completing a task writes a reading by itself, this page will say so.
Can I load readings from somewhere else?
Yes, through the v1 API, and by CSV into a table. There is no connector to a third party product.
How do KPIs differ from goals?
A KPI is the steady measure of something you already do. A goal is a change you are trying to make. Most teams keep both, and here they are linked rather than duplicated.