First, let me state something very obvious, every company has business as usual. You know, those tasks you repeat day after day to ensure the business stays afloat. Results-driven organizations understand that these ongoing processes need to be monitored to ensure the business remains healthy and any red flags are tackled before it's too late. They do this through Key Performance Indicators (or KPIs).
In this article:
Perdoo lets you effortlessly monitor your KPIs and base decisions on concrete data. Integrate with 65+ business apps for automatic syncing and check any report or dashboard for a real-time overview of your KPI health.
When viewing any KPI, charts help you spot trends over time, so you can act early to get an unhealthy KPI back on track, or adjust future targets on a monthly basis. With KPIs and OKRs in Perdoo, your organization is fully equipped to realize your strategy.
💡 Pro tip: To view KPIs across the Company and multiple Groups, use the KPI Boards.
Define Company KPIs
When defining KPIs at Company level, consider:
The stage your Company is in
The type of industry you're in
Some example metrics:
Gross profit margin
Customer Acquisition Costs (CAC)
Monthly Recurring Revenue (MRR)
Need inspiration? Check out our OKR + KPI Example Library.
Enable or Disable Company KPIs
* To enable or disable KPIs, you must have admin rights.
Click on Configure
From the General tab, go to Features
Click on the check box beside Key Performance Indicators (KPIs) to enable KPIs (or uncheck the box to disable KPIs)
Add Company KPIs
Go to Company & Groups > Company for the Company profile
Click on the + button on the right-hand side of the KPI section
Add the KPI name of your KPI (MRR, Revenue, etc)
Add a description that makes it easy to understand what you're measuring (we recommend you add the formula to calculate the value)
Add the Metric unit and Current value
Click on any + (per month) to indicate the target you would like to keep or maintain
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email email@example.com.
How to get the most out of KPIs