The KPI Tracking page breaks down the numbers behind your scores into individual performance indicators — your financial results, your organizational health, and your operational excellence. It's where you go to see the specific metrics driving your dashboard, organized into clear groups.
💡 Tip — Who can use this Available to all clients. Find it under KPI Tracking in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Read your KPIs across the three groups |
Step 1 — Read your KPIs
Click KPI Tracking in the sidebar. The page organizes your metrics into three sections, each with cards showing the current value and how it compares to the previous period.
The three groups are:
- Financial Performance — Total Revenue (against your target), Gross Profit Margin, Operating Cash Balance, and Monthly Recurring Revenue. Each card shows the value plus a period-over-period change.
- Organizational Health — Total Headcount, a New Hires vs Departures split, and your Employee Engagement score.
- Operational Excellence — Revenue Targets Met (as a progress gauge), Customer Acquisition, Customer Churn, and Delivery On-Time, plus an advisory note from your partner when there's operational commentary.
📝 Note — This page is read-only You don't enter data here. The numbers come from what you submit each month on the Submit Data page. To update a KPI, submit your data for the period — the KPI page refreshes to reflect it.
💡 Tip — Switch periods to compare Use the period selector in the header to view a different month. The KPIs update to show that period's submitted values, so you can track how a metric has moved over time.