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Custom KPI Tracking

Don't just report the number—connect it to the work

A KPI report on its own does not show what the team is doing about the result. Define the measures that matter, track them over time, and link ideas to the metrics they are intended to affect.

Available on Starter and above.

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KPI status and history in one view. color-coded status indicators and latest readings sit above trend charts, so the team can review the number alongside its history. Example data shown.

Teams cannot judge whether improvement work is working when the measures that matter are spread across reports or are not linked to ideas.

Start with the work that is getting stuck

KPI name, target, unit, direction, thresholds, dated values and the ideas expected to influence it.

Keep the next step visible

Define the KPI, record values over time, review the threshold status and link improvement ideas to the measure.

See what moved and what needs attention

Color-coded gauges, trend history, and a traceable link between an idea and the KPI it is intended to affect.

Review what changed

A measure is a prompt for the next question.

Read KPI history alongside the improvement activity intended to affect it. A link gives context, not proof of cause.

  1. Set the measure

    Choose a target, unit, and useful threshold.

  2. Record the work

    Keep ideas and intended KPI links visible.

  3. Compare over time

    Review the readings with the activity history.

  4. Choose what to learn

    Decide whether to continue, adapt, or investigate.

What might explain the movement?Check the records with the team before drawing a conclusion.

Makes the intended connection between improvement work and performance visible, while providing data for further analysis.

Define the Measures You Use

Create KPIs for measures such as on-time delivery, customer satisfaction, or safety incidents. Set the target, unit, direction, and thresholds for each one.

Review Status and History

Each KPI shows its latest value against the target, with red, orange, or green thresholds and a history of dated values for huddles and reviews.

Connect Actions to Results

Link an idea to the KPI it is intended to affect. The link records the intended connection between the action and the measure; it does not prove that the idea caused a change.

Keep improvement moving

Custom KPI Tracking gives the next huddle a measure, its context, and the improvement work intended to affect it.