OKRs are only half the story. You need KPIs to monitor the health of your business as usual work. When using OKRs to drive you toward your ultimate goal, KPIs let you know that your car is in tip-top condition, full of gas, and equipped to get you there. If that's not the case, you'll have a hard time progressing down your path.

In this article:

Perdoo lets you effortlessly monitor your KPIs over time 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.

๐Ÿ’ก Pro tip: To view KPIs across multiple Groups, use the KPI Boards.

Growth KPIs on Growth Board

Define Group KPIs

KPIs vary by business area. When defining KPIs for your Group, consider:

  1. Metrics that will influence your daily behavior

  2. Metrics whose status determines the Group's performance (i.e if all are above the threshold value, then the Group is healthy)

Some example metrics:

  • Marketing: Cost Per Lead

  • Customer Success: Customer Satisfaction Score

  • Sales: Sales Qualified Lead to Customer Conversion Rate

Need inspiration? Check out our OKR + KPI Example Library.

Enable or disable KPIs for your Group

* To enable or disable KPIs, you must have admin rights.

  1. Go to Company & Groups then your Group profile under My groups

  2. Edit you team by clicking on the pencil icon beside the Group's name

  3. Select the check box that reads Enable KPI to enable KPIs (or uncheck it to disable

  4. Click Save

Enable or disable KPIs on Group page

Add KPIs for your Group

  1. From your Group profile, click on the + button on the top right

  2. Select Add KPI

  3. From the pop up, add the KPI name, Metric unit, and Current value

  4. Click Save

  5. Click on any + (per month) to indicate the target you would like to keep or maintain

Add KPIs from Group page

* NOTE: There is no limit to KPIs per Group. KPIs can alway be broken down into more granular metrics, but the intention is to add those high-level metrics that truly communicate how you're doing. You will be notified of this once you add more than 6 KPIs:

Adding KPIs to Group

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.

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