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 updated on a regular 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, or custom
- Progress direction — higher is better or lower is better
- Update frequency — weekly, monthly, or quarterly
- Owner — who updates this KPI
Monthly targets
KPIs can have targets that change month by month — useful for cumulative metrics or seasonal goals. Enable Use monthly targets when creating or editing a KPI, then set a target for each month of the year. The health calculation uses the current month's target automatically.
KPI status
| Status | Progress |
|---|---|
| On track | 80% or more of target |
| At risk | 60–80% of target |
| Off track | Below 60% of target |
| Overdue | Not updated within the expected window |
Linking KPIs to OKRs
On any OKR card, use the 3-dot menu to link a KPI. Linked KPIs appear directly on the OKR card so progress is visible alongside Key Results.