KPI Tracking Dashboard Builder
Designed for Clarity and Control
Metric Blueprints
Define a KPI once—including formula, owner, and target—and reuse it across every dashboard without duplicating work.Context Panels
Attach narratives, assumptions, or links to supporting docs so viewers know the story behind each number.Goal Tracking
Set quarterly targets, add milestone markers, and see progress bars for OKRs or departmental goals.Plain-Language Builder
Request a metric in natural language—“show gross margin trend vs. goal”—and the system maps it to the right dataset.Alert Automation
Trigger Slack, Teams, or email notifications when any KPI crosses its threshold or hasn’t refreshed on schedule.Data Governance
Role-based access, row-level security, and audit logs keep sensitive KPIs visible only to approved viewers.KPI Dashboard Tips
1. Group KPIs by objective
Organize metrics under outcomes (Growth, Efficiency, Retention) so stakeholders immediately know why a number matters.
2. Show trend plus target
A sparkline without the goal line leaves viewers guessing; display both to make status clear at a glance.
3. Use consistent units
If one KPI shows thousands and another shows raw numbers, add multipliers or labels to avoid misreads.
4. Document owners
List the human responsible for each KPI so follow-up happens fast and accountability sticks.
5. Audit quarterly
Prune KPIs nobody references. An intentional cull keeps dashboards lean and trusted.
Who Uses It
Business Executives and Managers
Keep strategy reviews grounded in live numbers instead of stale slide decks.
Sales Teams and Leaders
Track bookings, pipeline coverage, and attainment by rep.
Marketing Professionals
Monitor lead targets, CAC, and campaign ROI in real time.
Operations and Project Managers
Watch utilization, cycle times, and SLA adherence without pulling manual reports.