Creating KPIs

There are 3 types of KPIs: company team and individual goals.

1. To create a KPI, use the New KPI button in the KPI field in the Goals section or the Create button on the left side of your profile in the application:

2. KPI Type: If it is a company goal, select a company goal or you can create a team goal by selecting one of the teams in your company.
3. KPI Category: You can select the category you want from the categories defined in the dashboard. KPI categories will be useful when preparing reports, filtering, or determining performance target weights.
4. Set your KPI name and enter your description if you have any in the description field:
5. Select the target progress method.
   • Automatic: KPI progress is automatically calculated based on the progress of your tasks and projects.
   • Manual: Check-ins that you will enter at the intervals you specify will ensure the progress of your KPI.
   • Total of KPIs: The total progress of the sub-KPIs provides the main KPI progress. For example, you can calculate the total sales quantity from regional sales quantities.
   • Average of KPIs: The average of the progress of the sub-KPIs provides the main KPI progress. For example, you can calculate the annual average profitability from the average monthly profitability.
   • Data Source: You can ensure the automatic progress of KPI progress by bringing your data from 4,500 platforms at certain intervals via Zapier.

6. Check-in Reminder:

   For KPIs where you will do manual check-ins, you can choose the periods in which you will receive notifications by both in-app notification and email from the system. For example, if you are going to do a monthly check-in, you must first select which month you will do the check-in and then which day of the month you will do the check-in.

7. Check-in Notification Recipients:
   • When the person who created the KPI and the person responsible for it are different, the check-in notification will go to both people.
   • If you do not want to receive a check-in notification as the person who created the KPI, you must click on that person's name to remove them from the list of recipients.
   • The check mark under the icons of people who will not receive notifications will be removed.
8. Select the KPI type: You can choose numeric, percentage or currency. If a KPI is not numeric, you can choose the start and target values as 0-1 or %0-%100.
9. KPI Metric:

• Increasing: Success is calculated as the actual value increases. The start value is lower than the target value.
• Decreasing: Success is calculated as the actual value decreases. The start value is greater than the target value.

Start - End Date: You must select a start and end date for your KPI. For example, for a 1-year KPI, you can choose January 1st as the start date and December 31st as the end date.

10. Check-in Type:

Sum Check-in Values: This allows you to calculate the current value of your KPI by adding up the check-in values you enter into the system at the specified intervals. For example, if you made 100 sales each week and entered 100 as the check-in value, the current actual value will be 400 after 4 weeks.

Take the Last Check-in Value: This allows you to calculate the current value of your KPI by taking the last check-in value you entered into the system. For example, if you made 100 sales each week and entered 100 as the check-in value, the current actual value will be 100 after 4 weeks.

11. Linked OKRs: If you also have OKRs and you are entering your goals that you do not include in OKRs as KPIs, you can provide motivation by connecting them with a high Objective.
12. Your KPIs will open as hidden OKRs. If you want your KPIs to be seen by everyone in the organization, select "Open to everyone