KPIs monitor your business as usual: everything that you need to do to keep the lights on.
Perdoo offers advanced functionality to ensure that you can track the targets for your KPIs in the right way.
These settings are available when you create a KPI, or — if you've already added the KPI — in the panel on the right when you open the KPI.
Target type
Perdoo offers 4 different target types for KPIs. The target type defines how the target value should be interpreted.
Below are the 4 different target types, including a few example metrics that typically use this target type.
Stay at or above X
Gross Profit Margin
Visitor to Lead Rate
NPS
Stay at or below X
Employee Turnover Rate
Customer / MRR Churn Rate
Increase to X
Revenue, MRR, or ARR
Market Share
Number of Active Users (DAU/MAU)
Decrease to X
No. of open bugs
Backlog size
Inventory levels
CO2 emissions
X represents the target value, which you'll find in the table in the Targets section underneath the Progress-over-time (POT) graph.
Reset to 0
When you set the Target type to 'Increase to' or 'Decrease to', you'll see another option 'Reset to 0'.
Enabling this resets the target value to 0 at the start of each month, quarter, or year (depending on the Target frequency).
The target will then gradually increase to reach the set target value by the end of the year. You'll also see this in the Progress-over-time graph of the KPI.
This is great for KPIs like sales targets where progress is often 0 at the start of a new period.
Target frequency
Select how often targets will be set. You can choose between monthly, quarterly or annual targets in the right panel of the KPI.
This will impact the target frequency below the POT graph, as well as on the KPI boards where you can enter the target values.
Click on + in any cell to add (if no target set yet) or the value to adjust a target for that period, or Remove target to delete the target for that period.
The new target will then be applied to all following periods that don't already have a target defined.
Columns where the target value has been changed are shown in a darker font, whereas columns where the target value is unchanged are shown in a lighter font.
Update frequency
You can customize how often the KPI's progress should be updated, irrespective of the Target frequency.
For example, you may have an annual target for your company's revenue KPI, but still want to review month to month how it is progressing. In that case, you'll set the Target frequency to Annually and the Update frequency to Monthly.
💡 Pro tip: To view KPIs across multiple teams, use KPI Boards.
Perdoo 3.0
KPIs monitor your business as usual: everything that you need to do to keep the lights on.
Perdoo offers advanced functionality to ensure that you can track the targets for your KPIs in the right way.
These settings are available when you create a KPI, or — if you've already added the KPI — in the KPIs details modal.
Target type
Perdoo offers 5 different target types for KPIs. The target type defines how the target value should be interpreted.
Below are the 6 different target types, including a few example metrics that typically use this target type.
Stay at or above X
Gross Profit Margin
Visitor to Lead Rate
NPS
Stay at or below X
Employee Turnover Rate
Customer / MRR Churn Rate
Increase to X
Revenue, MRR, or ARR
Market Share
Number of Active Users (DAU/MAU)
Decrease to X
No. of open bugs
Backlog size
Inventory levels
CO2 emissions
Binary
All employees completed mandatory compliance training
Security patches applied to all critical systems
Zero Accidents
Retain ISO certification
Milestone
System migration
Documentation coverage
Training compliance
X represents the target value, which you'll find in the bottom row of the table underneath the Progress-over-time (POT) graph.
Reset to 0
When you set the Target type to 'Increase to' or 'Decrease to', you'll see another option 'Reset to 0'.
Enabling this resets the target value to 0 depending on the frequency.
The target will then gradually increase to reach the set target value by the end of the time period. You'll also see this in the POT graph of the KPI.
This is great for KPIs like sales targets where progress is often 0 at the start of a new period.
Frequency
Frequency determines how the table below the POT graph is formatted. It shows how often the goal will be updated, and you can set targets for that frequency or longer.
Adding KPI targets
Click on the + in any cell to add (if no target set yet) or the value to edit a target for that period, or Delete to delete the target for that period.
For Increase to or Decrease to, add a Start value and Target value, then click Save.
For Stay at or above or Stay at or below, add a Threshold value, then click Save.
To set up targets longer than the underlying frequency, simply drag to merge the cells and create a longer target. For example, you may have an quarterly target for your Sales revenue KPI, but still want to review month to month how it is progressing. In that case, you'll set the frequency to monthly and then drag to merge the target cells for the entire year.
It's not possible to change the target values for Binary and Milestone.
💡 Pro tip: To view KPIs across multiple teams, use the Board view.
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.