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Review your KPIs

Read the KPI board: what each status means, what the period changes, and what the history does and does not tell you.

Sound is off

Insights > KPIs shows how your measures are tracking against the targets set for them, for a period you choose.

Four tiles across the top count the board: Off track (past the bar), At risk (close to it), On track (clearing it), and No target set. That last one is not a failure — a measure with no target has nothing to fail against, and it is counted separately precisely so it is not read as bad news.

The period is the first thing to check, not the last. Changing it recalculates every figure on the board, so a number only means something once you know the dates it covers.

Needs attention lifts the worst of the period to the top so you do not have to hunt for them. Opening one expands that measure's row: the value against its target, with its recent history beside it.

Reading the individual records behind a figure is a separate permission, and it is granted to nobody by default. If that option is not on the page, it has not been given to you — the control is hidden rather than shown-and-refused.

  1. Step 1

    Open the board

    Insights > KPIs. The board loads for the period currently selected.

  2. Step 2

    Read the four tiles

    Off track, At risk, On track, and No target set — counts, not a score. They are the fastest read of where the period stands.

  3. Step 3

    No target is not failure

    A measure without a target is reported without a verdict. It is worth knowing which measures are in that group before anyone treats the board as a scorecard.

  4. Step 4

    Check the period

    The control along the top says what is being measured. Read the dates before you read any number.

  5. Step 5

    Changing it recalculates everything

    Every figure on the board moves with the period — the tiles, the flags and the values. A measure that is off track this week may not be over the month.

  6. Step 6

    Needs attention

    The worst measures of the period, lifted to the top. It is a shortlist, not the whole board — the rest are below.

  7. Step 7

    Open a flagged measure

    The board scrolls to that measure's row and expands it.

  8. Step 8

    Value against target

    The actual figure, the target it is judged against, and the recent history beside it.

  9. Step 9

    History is not a forecast

    A measure that has drifted for three periods is a different problem from one that dropped this week. The trend tells you which — it does not tell you what happens next.

  10. Step 10

    Seeing the records behind a figure

    That is its own permission, held by nobody until an administrator grants it. A missing option here is an access answer, not a fault.

  11. Step 11

    What a figure withheld means

    A measure computed from very few records is reported without a verdict rather than given a status — it has not passed or failed anything. Treat a small denominator as a reason to look at the records, not as a result.

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