KPIs (Key Performance Indicators)

The KPI module lets you define, measure, and track your organization's key performance indicators with visual dashboards and trend analysis.

KPI module showing definitions, measurements, and visual dashboards

Sidebar location: Core Quality > KPIs

The KPI module is organized into four tabs:

Definitions Tab

This tab lists all your KPI definitions. Each KPI definition establishes what you are measuring, the target, and the thresholds.

Creating a KPI Definition:

1. Click "New KPI"
2. Fill in the form:

Field	Description	Required
Name	KPI name (e.g., "Customer Complaint Rate")	Yes
Code	Short code (e.g., "KPI-CR-01")	Yes
Description	What this KPI measures and why	No
Owner Role	Job role responsible for this KPI	No
Process	Link to the related process	No
Unit	Unit of measurement (%, count, days — configurable)	No
Frequency	How often it is measured: Daily, Weekly, Monthly, Quarterly, or Annual	No
Category	Process Quality, Financial, Customer Satisfaction, Employee Engagement, Operational Efficiency, Compliance, or Innovation	No
Target Value	The goal value (e.g., "< 2%" or "> 95")	No
Warning Threshold	Value at which the KPI is "at risk"	No
Failure Threshold	Value at which the KPI is "off target"	No
Higher Is Better	Toggle on if higher values mean better performance (e.g., satisfaction score). Toggle off if lower is better (e.g., defect rate).	No
Auto NCR on Failure	Automatically create an NCR when this KPI fails its threshold	No

Measurements Tab

Record actual measured values for your KPIs over time.

• Select a KPI from the list
• Enter the measured value, measurement date, and optional notes
• View the history of all measurements for that KPI

Dashboard Tab

A visual dashboard showing your KPIs at a glance:

• KPI Cards — Each KPI is displayed as a card showing:

  • Name and current value vs. target
  • Trend arrow (up/down/stable)
  • Traffic-light status: Green (on target), Yellow (at risk / warning), Red (off target / failure)
  • Progress bar

• Trend Charts — Line charts showing KPI values over time, with target lines and threshold bands

Customer Feedback Tab

Track customer feedback data that feeds into your KPI measurements. This tab provides a dedicated space for customer satisfaction metrics.