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Create and manage KPIs

Create a workspace KPI, choose its format and cadence, and change its settings later.

A KPI belongs to your workspace rather than to one specific plan. Create it once, keep one value history, and reuse it anywhere the metric is relevant.

KPIs are available on Tability Premium and during a Tability trial.

Create a KPI

  1. Open KPIs in the workspace sidebar.

  2. Select the KPIs tab.

  3. Select Create KPI.

  4. Complete the KPI settings.

  5. Select Save.

The new KPI opens in its side panel, ready for you to add values or finish its setup.

KPI settings

Name

Use a short, recognisable metric name such as Monthly recurring revenue, Support response time, or Weekly active users.

Initial value and format

Enter the starting number together with the way it should appear. Tability detects the number and preserves the surrounding text as the KPI format.

For example:

  • $1000 for revenue

  • $0.94/user/month for unit cost

  • 25 NPS for Net Promoter Score

  • 15% conversion for a conversion rate

  • 100 WAUs for weekly active users

Include the unit in this field. Entering only 100 will create a number without the context your team may need.

Track against a target

Keep Track against a target enabled when you want Tability to compare actual performance with a target.

Turn it off for neutral monitoring—for example, when a metric is informative but higher or lower is not automatically better. A targetless KPI shows actual values and growth without target comparisons. Its value dot is blue when it has a numeric value.

You can turn target tracking on or off later. Tability keeps existing target history while it is off, so re-enabling it restores the target series.

KPI direction

When target tracking is enabled, choose how Tability should interpret performance:

  • KPI should go up: a value at or above the target is on track.

  • KPI should go down: a value at or below the target is on track.

Examples of “go up” metrics include revenue and activation. Examples of “go down” metrics include incident count and response time.

Default view

Choose whether the KPI panel opens with a Day, Week, or Month timeline. You can temporarily switch the timeline from the KPI panel whenever you need a different level of detail.

Workspace access

Choose the KPI's starting global access:

  • Everyone can edit

  • Everyone can view

  • Only invited people and teams can access

The creator always receives edit access. See Manage KPI access for direct people and team permissions.

Edit a KPI

  1. Open the KPI.

  2. Open the More menu (...).

  3. Select Edit.

  4. Change the name, initial value and format, target settings, default view, owner, description, or data source.

  5. Select Save.

Only people with effective edit access can change a KPI.

Assign an owner

Open Edit and select a workspace member in the Owner field. Assigning an owner also gives that person edit access to the KPI.

Changing or clearing the owner does not automatically remove an edit permission that was granted by an earlier owner assignment. Review Manage access if that person should no longer have access.

Delete a KPI

  1. Open the KPI.

  2. Open the More menu (...).

  3. Select Delete.

  4. Confirm the deletion.

Deleting a KPI permanently deletes its values, targets, permissions, data-source configuration, and attachments. Removing a KPI from a plan or View does not delete the KPI.

Next steps

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