KPI tracking

KPIs (Key Performance Indicators) let you track ongoing business metrics alongside your OKRs. Unlike OKRs which are cycle-based, KPIs are always-on metrics you update on a weekly, monthly, or quarterly cadence.

Creating a KPI

Go to KPIs in the sidebar and click + New KPI. Fill in:

• Name — e.g. Monthly Churn Rate
• Current value and Target
• Unit — %, $, number, etc.
• Progress direction — higher is better (e.g. revenue) or lower is better (e.g. churn, bug count)
• Update frequency — weekly, monthly, or quarterly
• Owner — who is responsible for updating this KPI

Progress direction

Setting the right direction ensures your KPI shows the correct status. For a churn rate KPI with a target of 3%, a current value of 4.8% should show "at risk" — not "on track". Select Lower is better when a lower value means better performance.

Updating a KPI

Click Update next to any KPI to log a new value. KPIs that haven't been updated within their frequency window are marked Overdue with an amber dot.

KPI status

• On track — progress ≥ 80% of target
• At risk — progress between 60% and 80%
• Off track — progress below 60%
• Overdue — not updated within the expected window

For "lower is better" KPIs, these thresholds are calculated inversely — a churn rate below target is on track, above target is off track.

Trend

The KPI list shows a trend column — ↑ or ↓ compared to the previous update, with colour coding that accounts for direction. A falling churn rate shows green (improving), not red.

Linking KPIs to OKRs

On any OKR card, scroll to the KPIs section and click Link KPI. Linked KPIs appear directly on the OKR card so progress is visible alongside key results.