KPI Cards

KPI Cards are Visuals

Think of KPI cards as the visualization of other items in the software.  Use this feature to reinforce data driven decisions, align your team around specific numbers 

What is the difference between Metrics, Priorities, Critical Numbers, and KPI Cards?

Metrics are the connection point between all of the visualizations in the software.  To use an integration, you connect it with a Metric.  To update the same number in multiple places, connect it with a metric!

KPI Cards are visualizations of other items in the software. You can visualize any of the measurements from Quarterly Actions on the One Page Plan to your Priorities and Critical Numbers or even a standalone metric (Preview Release!). 

Priorities can be KPI driven which means you can measure the priority with a number.  That number can be a standalone that is only on the priority and not connected.  Or it can be a metric that is able to connect to other components or integrations.  

Critical Numbers are the 5 numbers that are elevated to a higher status.  These numbers are often leading indicators of success for your team.  The numbers you want your team obsessing over and rallying behind this quarter.

Get Started with KPI Cards

KPIs (Key Performance Indicators) are an integral part in visualizing the important numbers you are tracking.

Our KPI Dashboard feature in the My Dashboard, Company Dashboard, and within Huddles is a quick and easy way to organize the key figures you or your team are tracking so you can get a quick overview of your goal progress and health at a glance!

How should I put these to work for me and my team? 

Here are a few examples of how Sales LeadersTeam Leaders, and C-Suite Executives may use KPIs.  We’d love to hear your favorite use case!  Email to share your feedback. 

"This will help us track our individual sales and produce goals as a KPI rollup"

For step-by-step directions and a video on how to add KPI Cards to your dashboards and huddles, check out this page in the in-app FAQs!

Did you know…

Add Targets to your metric driven KPI Card

*This is a Preview Release Feature

Is this different from the numbers I currently measure? 

Yes!  Right now, you measure and visualize your “ON” the business numbers – Critical Numbers, Quarterly Targets, and Priorities.  Use Metrics with Targets to enjoy the same visualization with “IN” the business numbers by adding KPI components and targets to Dashboards and Huddles.

How will your team use Metric KPI Targets? 

What kind of targets can I add?

Custom Targets: These are ideal for maintaining specific figures at a constant point while continuously monitoring them. Think of metrics like your churn rate or win rate, which need consistent attention.

Time-Based Targets: When you have goals with a specific time frame in mind, like reaching $500,000 in new ARR for the period, Time-Based Targets become your best ally. They dynamically change your targets as time progresses, ensuring you remain on track to meet your objectives.

Targets with a Weekly or Monthly Cadence: Tracking metrics on a weekly or monthly cadence breaks down the goal even more than the traditional time-based target.   Goals like number of calls per week or monthly revenue targets can be used with a cadence that resets to your chosen number at the end of the week or month.

None: There are metrics you may want to track without setting specific targets for them. These metrics are typically used for monitoring and providing context rather than driving immediate change. Such as your company’s eNPs score.

Who is going to benefit most from this?