KPIs

The easiest way to keep your most important goals and metrics side-by-side

What are KPIs?

You can use KPIs in Tability to easily track important metrics for your business and teams.

Available on Premium subscriptions

How to create a KPI

1. Go to the KPIs section of your workspace

2. Click Create KPI

3. Fill in the fields

   1. Name: name of your KPI (ex: MRR)

   2. Initial value: this should be the current value (ex: $150,000 MRR)

   3. KPI direction: use this field to indicate which direction is positive (ex: go up for MRR, go down for incidents)

   4. Default view: do you want to default to day-by-day, week-by-week, or month-by-month view of progress

   5. Description: additional field if you want to provide more details about your KPI.

KPI format

Formatting your KPI is done via the initial value field. Tability will automatically detect the format of your metric as you write it down.

Ex:

• For revenue, just type $1000

• For cost per user per month, type $0.94/user/month

• For NPS, type 25 NPS

• For leads conversion, type 15% conversion

Updating targets and values

Via the dynamic KPI table

You can use the KPI table in the KPI panel to directly edit targets and values for your KPI.

1. Click on your KPI

2. Click on the target or value field corresponding to the day, week, or month that you want to edit

3. Add the value

Tability will automatically fill in the values for the Target vs. actual field as well as the Growth vs. previous field

Via CSV import

You can import historical values for your KPI with a CSV file

1. Click on your KPI

2. Go to the Edit view by clicking on the menu, and then Edit

3. Click on Import in the top right

4. Import your CSV file

The CSV file format is simple:

• The first column is used to detect the labels

• The first row must be the dates

• You need to have at least on of the 2 rows

  • A row starting with target , and/or

  • A row starting with value

Tability will then import all the values in your CSV for you. You can edit these later using the dynamic table.

Connecting your KPI to a data connector

Currently in development

You can connect your KPIs to data sources using the data connectors. This allow KPIs to be updated async without needing any manual input.

1. Go to the Edit panel of your KPI

2. Use the Data Connector panel on the right to connect your KPI to the right data connector