KPI Module

To get started, here's a quick guide on the benefits and how-tos of Workpath's KPI Module:

Overview

The KPI Module is your central hub for creating, editing, and deleting KPIs (Key Performance Indicators). It streamlines the process of tracking KPIs to measure the impact of your Goals.

Navigate to the KPI Dashboard

Organization KPIs

To manage KPIs for the organization:

1. Navigate to the Organization Page.
2. Click on the KPI tab.

Team KPIs

To manage KPIs for individual teams:

1. Navigate to the respective Team Page.
2. Click on the KPI tab.

Permissions

1. Organization KPIs: only Admins and Program Leads can add or manage organization KPIs.
2. Team KPIs: only Team Leads, Team Members, and Team Coaches can add or manage the KPIs of their team.

Add a KPI

To add a new KPI, follow these steps:

1. Navigate to the KPI Dashboard
2. Click on the large "Add KPI" button.
3. Enter a title, description, and select the type of KPI. There are three types:
   • Numerical: Any standard number, e.g. NPS.
   • Percentile: A percentage, e.g. conversion rate.
   • Monetary: Currency-based values such as EUR or USD.
4. Once created, the KPI will appear as a new card in the dashboard, displaying its type, name, current value, target, and whether it is supported by goals for the selected cycle.

View and Update KPI Details

Each KPI card in the dashboard provides detailed information. Click the three dots on the KPI card to update, edit or delete the KPI.

Clicking on a card opens a side panel with more details, where you can:

• Update the KPI's progress by clicking the "Update Progress" button at the top.
• Edit the KPI's details by clicking the pencil icon
• View charts showing the KPI's progress, targets, and forecasts.

Updating KPI Progress

To update the progress of a KPI:

1. Click on the KPI card you want to update. This will open a side panel with more details.
2. At the top of the side panel, click on "Update Progress". This will launch a new modal.
3. In the modal, you can:
   • Select the status of the KPI: On Track, At Risk, Off Track, or No Status. The status indicates the current state of the KPI:
     • On Track: The KPI is progressing as expected.
     • At Risk: There is a foreseeable risk that the KPI might not meet its targets.
     • Off Track: The KPI is not performing well and is unlikely to meet its targets.
     • No Status: This option hides the status indicator.
   • Enter the new value for the KPI.
   • Select the date for the update. This is useful if you want to backdate an update, such as for the end of the previous month.
4. Click "Save" to apply the changes.

After updating, the KPI card on the dashboard will reflect the new status and value. You can also view charts showing the KPI's progress over time, including targets and forecasts.

Manage KPI Targets and Forecasts

To manage targets and forecasts for a KPI:

1. Scroll down to the targets section and click "Edit Targets".
2. Define whether the KPI should be above or below the target.
3. Add target values for specific dates.
4. Similarly, add forecast values to provide an anticipated development of the KPI.

Link Goals to KPIs

To link a goal to a KPI:

1. Open the Drafting Module for a team or the organization.
2. Select a goal and open the side panel.
3. Click the tab "Linked Items" and then "Manage KPIs".
4. Search for the desired KPI by team, organizational unit, or title, select it, and click "Save".
5. The KPI will now show the linked goal, its progress, and the responsible team.

Edit and Delete KPIs

• Edit: Click the pencil icon on the KPI card or the three dots and select "Edit KPI details". You can change the title, description, type, and currency if it's a monetary KPI. Save your changes.
• Delete: Click the three dots on the KPI card and select "Delete KPI".

FAQs & Troubleshooting

How do I access the KPI Module?

• To access the KPI Module, navigate to your dashboard and click on the KPI tab located in the main menu. This will open the KPI Dashboard where you can create, edit, and manage your KPIs.
• Your organization needs to have the KPI module activated, and in your team's settings you need to have it activated, too.

Who can manage Organization KPIs?

• Only Admins and Program Leads have the permissions to add or manage organization KPIs. This ensures that the organization's high-level metrics are controlled by those with the appropriate authority.

Who can manage Team KPIs?

• Team Leads, Team Members, and Team Coaches can add or manage KPIs specific to their team. This allows for flexibility and ownership within individual teams.

What types of KPIs can I create?

• There are three types of KPIs you can create:
  • Numerical: Standard numerical values, such as NPS.
  • Percentile: Percentage-based values, like conversion rates.
  • Monetary: Currency-based values, such as revenue in EUR or USD.

How can I add a new KPI?

• To add a new KPI:
  • Navigate to the KPI Dashboard.
  • Click the "Add KPI" button.
  • Enter the title, description, and select the KPI type (Numerical, Percentile, or Monetary).
  • Click "Save". The new KPI will appear on the dashboard.

How do I update the progress of a KPI?

• To update KPI progress:
  • Click on the KPI card to open the side panel.
  • Click "Update Progress" at the top.
  • Select the KPI status (On Track, At Risk, Off Track, or No Status).
  • Enter the new value and the date for the update.
  • Click "Save". The dashboard will reflect the updated status and value.

How can I manage KPI targets and forecasts?

• To manage targets and forecasts:
  • Open the KPI card and scroll to the targets section.
  • Click "Edit Targets".
  • Define whether the KPI should be above or below the target.
  • Add target and forecast values for specific dates.
  • Click "Save".

How do I link goals to KPIs?

• To link a goal to a KPI:
  • Open the Drafting Module for the team or organization.
  • Select a goal and open the side panel.
  • Click "Linked Items" and then "Manage KPIs".
  • Search and select the desired KPI, then click "Save". The KPI will now show the linked goal and its details.

Can I edit or delete a KPI?

• Yes, you can edit or delete KPIs:
  • Edit: Click the pencil icon on the KPI card or the three dots and select "Edit KPI details". Modify the necessary fields and click "Save".
  • Delete: Click the three dots on the KPI card and select "Delete KPI".

What should I do if I encounter issues with the KPI Module?

• If you encounter any issues or have questions:
  • Check if you have the necessary permissions to perform the action.
  • Ensure you are following the correct steps as outlined in this FAQ.
  • If the issue persists, contact your system administrator or support team for further assistance.

Common Troubleshooting Tips:

• Cannot add or edit KPIs: Verify your permissions. Only Admins and Program Leads can manage organization KPIs, and Team Leads, Members, and Coaches can manage team KPIs.
• KPI progress not updating: Ensure you click "Save" after entering the new value and status.
• Linking goals to KPIs: Make sure you are in the Drafting Module and have selected the correct team or organizational unit.
• Missing KPI data: Check if the KPI was accidentally deleted or if there is a data sync issue. Contact support if data is missing unexpectedly.