KPIs
Track important business metrics independently, then reuse them across plans and KPI Views.
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Track important business metrics independently, then reuse them across plans and KPI Views.
KPIs in Tability are reusable workspace metrics. They let you keep an ongoing history of actual values, compare performance with targets, and show the same metric in multiple plans or KPI Views.
KPIs and KPI Views are available on Tability Premium and during a Tability trial.
Use a KPI when you want to monitor an important metric continuously, independently of a particular goal cycle. A KPI can be reused in several plans and Views without duplicating its data.
Use a Key Result when the metric represents a time-bound outcome inside a plan and is part of your regular goal check-in process.
Attaching a KPI to a plan does not turn it into a Key Result. It remains one shared KPI with one value history.
Track actual values by day, week, or month.
Compare actuals with targets, or track a metric without targets.
Add historical targets and actuals from a CSV file.
Connect a KPI to a supported data source.
Give the whole workspace, selected people, or selected teams access.
Add the same KPI to multiple plans.
Group KPIs into ordered, read-only timelines called Views.
The dot beside a KPI gives you a quick indication of its latest status:
Green: the latest value meets the target, based on the KPI direction.
Red: the latest value does not meet the target.
Blue: the KPI has a value but is not being compared with a target.
Grey: there is not yet a numeric value to assess.
For a KPI that should go up, the value is green when it is greater than or equal to the target. For a KPI that should go down, it is green when it is less than or equal to the target.
Open KPIs in your workspace sidebar.
Select Create KPI.
Enter the metric, choose whether to track a target, and set its workspace access.
Open the KPI to add values, targets, an owner, a description, or a data source.
Add it to a KPI View or show it alongside a plan.
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