A KPI's progress can be updated manually, with an integration or based on its aligned goals — depending on what Progress driver you choose. It's also possible to assign different weights to the aligned goals to customize the calculation.
Manual
By default, the KPI Progress driver will be set to Manual.
By clicking on it, you can add a link to a Data source if you want quick access to the data you need to update that KPI. If you add a Data source, hit Save.
Integration
We offer several native integrations so you can automatically update your KPIs. Enabling any of these integrations requires Superadmin rights.
Once enabled, open your KPI and click on Manual next to Progress driver in the right side panel:
Select Integration and choose the integration from the dropdown menu. Fill in the designated fields required for that integration then hit 'Save' or 'Save & Sync now' if you want the value to update now.
Important notes:
Perdoo will check once a day for any changes — between 12-1AM CET — and will update if a change has been made.
If you'd like to update the goal at anytime, you can open the integration and click "Save & Sync now".
The Activity feed will indicate if a progress update was made by an integration.
Aligned goals
Open your KPI and click on Manual next to Progress driver in the right side panel:
Select Aligned goals and choose an Aggregation method from the dropdown menu: Sum or Weighted average. Then hit Save.
Important notes:
For Weighted average, the Aligned goals are weighted equally by default, but you can change the weighting.
Updating any of the Aligned KPIs will automatically update the parent KPI.
The Activity feed will indicate if a progress update was made by Aligned goals.
Have a question?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.