Manage on data, not on gut feeling.

Built-in KPIs for your action plans

With no setup, Perfony calculates the core indicators for tracking actions:

• progress rate for a plan, a project or a team;
• late actions, with their owner and how overdue they are;
• velocity, the pace at which actions are being completed;
• on-time closure rate, which measures how reliable commitments are.

You can read these indicators folder by folder or consolidated across several folders. Leadership can compare teams, sites or entities on the same indicators without asking each of them for a report.

Choosing your indicators

A good dashboard holds only a few indicators. To choose them, start from the decision each indicator is meant to inform:

1. One objective, a few indicators. Tie each indicator to an objective; an indicator nobody uses to make decisions can go.
2. Outcome and progress indicators. The first tell you whether the objective is met, the second whether the actions are moving. That is how OKRs and KPIs complement each other.
3. An alert threshold. Decide at what point an indicator should trigger a reaction: Perfony sends an automatic notification when the threshold is crossed.
4. A review routine. An indicator only has an effect if someone looks at it: build it into your steering meetings.

To connect your indicators to the actions that move them, see our guide to building and tracking an action plan.