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Update KPI values and targets

Add KPI values and targets manually, import historical data, or use a data connector.

You can maintain a KPI directly from its timeline, import historical data from a CSV file, or connect it to a supported data source.

Understand the KPI timeline

Open a KPI and choose Day, Week, or Month from the view selector. The table shows:

  • Target: the target active for each period.

  • Actual: the value recorded for each period.

  • Target vs. actual: the difference between the actual and target.

  • Growth vs. previous: the change from the previous period's actual value.

The chart uses the same timeline and shows actual and target series together.

If several actual values fall within the same displayed period, Tability uses the latest value in that period.

Add a value or target manually

  1. Open the KPI.

  2. Choose the timeline you want to work with: Day, Week, or Month.

  3. Select the relevant cell in the Actual or Target row.

  4. Enter the numeric value and save it.

Tability calculates Target vs. actual and Growth vs. previous automatically.

Only KPI editors can add or change values and targets. Viewers see the same history without editable cells.

Track a KPI without targets

Targetless mode is useful when you want to observe a metric without declaring that higher or lower is better.

  1. Open the KPI's More menu (...).

  2. Select Edit.

  3. Turn off Track against a target.

  4. Select Save.

When target tracking is off:

  • The target and target-vs-actual rows are hidden.

  • The chart does not show a target line.

  • Actual values are not coloured red or green.

  • Growth remains visible.

  • A numeric current value uses a neutral blue status dot; an empty KPI remains grey.

Turning target tracking off does not delete target history. If you re-enable it, the saved targets become active again.

Import values and targets from CSV

Use a CSV import when you have historical data or many periods to add.

  1. Open the KPI.

  2. Open the More menu (...) and select Edit.

  3. Select Import.

  4. Download the CSV template, or prepare a file using the format below.

  5. Choose the CSV file and select Import.

Example:

CSV rules:

  • The first row contains the KPI name in the first cell, followed by dates.

  • Use valid dates such as YYYY-MM-DD.

  • Add a row labelled Target, a row labelled Value, or both.

  • Leave a cell blank to skip that date.

  • Importing the same date again updates the existing target or value for that date.

You can import target data while target tracking is disabled. Tability stores it, but it does not affect status or appear in the KPI until target tracking is re-enabled.

Connect a data source

A data source can retrieve the KPI value from a connected tool instead of requiring manual entry.

  1. Open the KPI's More menu (...) and select Edit.

  2. Find the Data source section.

  3. Choose a supported source.

  4. Connect the required workspace or personal account if prompted.

  5. Configure the metric or query.

  6. Preview the result, then save the data source.

  7. Use Sync value, or enable automatic syncing when the selected connector supports it.

The exact setup depends on the connector. You must have permission to view and configure both the KPI and the connected source.

How targets carry forward

A target stays active until a newer dated target replaces it. This lets you set a target once and change it only when expectations change.

For example, if you set a monthly revenue target in January and the next target in April, the January target remains active through February and March.

Related guides

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