How to manage KPI?

KPI is available for all items of an Objective (Key Results, Sub-Key Results, and Tasks). According to the OKR methodology, the KPI of an Objective may be undefined. 

There are two types of KPI in the Goals app: Planned KPI and Actual KPI. You need to set both KPI manually. To access and manage KPI, follow a few steps below: 

1. Click on the necessary item of the Objective.
2. On the edit window that pops up, navigate to KPI.
3. Here, you have the following options:
   • Choose whether the KPI is Financial, Number, or Absolute.
   • Enter the KPI description.
   • Select KPI Condition: Greater, Equal, or Less.
   • Fill out Planned KPI and, when required, Actual KPI fields. 

If you set Key Success Factor as KPI (in View Options > Key Success Factors > KPI), it will be displayed at the bottom of Key Results, Sub-Key Results, and Tasks cards on the Objective Map and Kanban tab.