As a reminder, KPIs measure the health of your business-as-usual operations.
Updating your KPIs regularly is important to ensure your metrics remain relevant to current processes, reflect day-to-day business conditions, and continue to provide an accurate view of how healthy and effective your organization is.
Where to update KPIs in Perdoo
Home is the best place to update all your goals at once. A banner will tell you how many goals need to be updated and clicking on ‘Update now’ will filter for all the goals that have an ‘Update due’.
You can also update your KPIs in Explore, on your Profile or Team page, or in the KPI's details page.
How to update a KPI
Find the KPI you want to update.
Click on its 'Update' or 'Update due' button.
Enter the 'New value', and select a 'New status'.
Add a comment to explain what’s new.
Click Done.
💡 Pro tips:
If you have 'Automatically set statuses for goals' enabled, the status will automatically populate when updating goals based on current progress vs. expected progress. This status can be overridden.
Need help with the comment? Click Draft with AI.
If you want to backdate an update simply click the date in the calendar. Here’s why you might want to do that.
Want to automate updating? In addition to manual updates, you can update via an Integration or Aligned goals.
Perdoo 3.0
Where to update KPIs in Perdoo
Home is the best place to update all your goals at once. A banner in the Action Center will tell you how many goals need to be updated and clicking on ‘Update now’ will filter for all the goals that have an ‘Update due’.
You can also update your KPIs in Explore, on your Profile or Team page, or in the KPI's details page.
How to update a KPI
Find the KPI you want to update.
Click on the update icon.
Enter the 'New value', and select a 'New status'.
Add a Comment to explain any relevant context.
Click Save.
Important notes:
If you have 'Automatically set statuses for goals' enabled, the status will automatically populate when updating goals based on current progress vs. expected progress. This status can be overridden.
Need help with the comment? Click Draft with AI.
If you want to backdate an update simply click the date in the calendar. Here’s why you might want to do that.
Want to automate updating? In addition to manual updates, you can update via an Integration or Aligned goals.
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.