What is KPI Summary?

Category: KPIs

In Profit.co, KPI Summary is a centralized dashboard that provides a visual overview of your Key Performance Indicators (KPIs) and Key Results, enabling you to track performance metrics against organizational goals efficiently.

What is KPI Summary in Profit.co?

The KPI Summary is a visual performance tracking tool in Profit.co that displays Key Performance Indicators (KPIs) and Key Results in a consolidated view. It allows you to monitor actual metrics against organizational goals and targets across different organizational levels.

Why should I use KPI Summary?

KPI Summary provides several benefits for performance tracking and monitoring:

Benefit Description
Visual Performance Tracking Offers a straightforward way to compare actual metrics with organizational goals
Simplified Data Presentation Makes complex performance data easy to understand at a glances
Trend Identification Helps identify patterns and trends in performance over time
Data Distribution Visualization Displays data with clarity and precision across organizational levels
Centralized Monitoring Consolidates KPIs and Key Results in one accessible location

How do I access the KPI Summary in Profit.co?

Follow these steps to navigate to the KPI Summary:

Step 1

Click on OKRs from the left navigation panel.

Click on KPI Summary from the OKRs menu.

You will now see the KPI Summary dashboard displaying your performance metrics.

What can I view in the KPI Summary?

The KPI Summary displays performance metrics at any selected organizational level:

Organizational Level Description
Corporate View company-wide KPIs and Key Results
Department Monitor department-specific performance metrics
Employee Track individual employee KPIs and Key Results

You can select your preferred level using the filter options in the KPI Summary dashboard.

How do I switch between KPIs and Key Results in KPI Summary?

The KPI Summary provides two tabs to organize your performance metrics:

KPIs

  • Displays all Key Performance Indicators at the selected organizational level.
  • Shows KPI performance data, trends, and progress toward targets.

Key Results

  • Displays Key Results linked to objectives at the selected level.
  • Shows Key Result progress, status, and performance metrics.
To switch between tabs, simply click on the KPIs tab or Key Results tab at the top of the KPI Summary dashboard.

What filtering options are available in KPI Summary?

KPI Summary provides flexible filtering to customize your view:

  • Filter by organizational level (Corporate, Department, Employee)
  • Select specific time periods for performance tracking
  • Choose which KPI Boards to display

How do I create a new KPI Board?

KPI Boards allow you to group related KPIs for focused tracking. Follow these steps to create a new board:

Step 1

  • In the KPI Summary, locate the Board dropdown menu.
  • Click on + Create Board.

  • Enter a Name for the KPI Board.
  • Select the associated KPIs you want to include in this board.
  • Click Create to save your new KPI Board.
Your new KPI Board will now appear in the Board dropdown menu and display the selected KPIs.

Note: This information can be viewed in both Chart and Table formats. You can also use Presentation mode and export the data as CSV or PDF files.

Best practices for using KPI Summary in Profit.co

  • Create multiple KPI Boards to organize metrics by theme, department, or strategic priority, making navigation easier.
  • Use descriptive names for KPI Boards that clearly indicate their purpose or the metrics they contain.
  • Regularly review both KPIs and Key Results tabs to maintain a comprehensive view of performance.
  • Apply filters strategically to focus on specific organizational levels or time periods during review meetings.
  • Enable only the KPI Boards most relevant to your current priorities to avoid information overload.
  • Update KPI Boards periodically to reflect changing strategic priorities and performance metrics.

Related Questions

To learn more about how to create or edit a new KPI in Profit.co, Click here 

Frequently Asked Questions

Q1. What is the difference between the KPIs tab and Key Results tab in KPI Summary?

The KPIs tab displays standalone Key Performance Indicators, while the Key Results tab shows Key Results that are linked to specific objectives in your OKR structure.

Q2. How many KPIs can I add to a single KPI Board?

There is no strict limit on the number of KPIs you can add to a board, but it's recommended to keep boards focused with a manageable number of related metrics for optimal clarity.

Q3. What happens to my KPI Boards if I disable them?

Disabled KPI Boards are hidden from view but not deleted. You can re-enable them at any time, and all associated KPIs and configurations will remain intact.

Related Questions