The Company KPIs report brings together every KPI in your company, whether it belongs to a person, a department, a division, a location or the whole company. For each KPI, you see its owner, current value, current target and whether it's on track, so you know at a glance where to focus.
What you can use it for
See the big picture in seconds. The tiles at the top show how many KPIs are on track and how many are at risk, and how many people they involve.
Act on problems early. Find KPIs that are At risk and follow up with their owners before the month ends.
Prepare for reviews and 1:1s. Filter by owner to see one person's KPIs before a meeting.
Check that KPIs are kept up to date. Sort by Last updated to find KPIs nobody has updated in a while.
Compare teams. Filter by department, division or location to see how each part of the company is doing.
Before you begin
KPIs must be switched on. Go to Settings → Features and check that KPIs is enabled.
Check your access. Administrators can open every report. Other users need the Company KPIs report on their role (see Give access to the report below).
Open the report
Go to Reports → Perform → Company KPIs.
Summary tiles
KPIs on track: how many KPIs are meeting their current target, and across how many people.
KPIs at risk: how many KPIs are below their current target, and across how many people.
What each column shows
Column | What it shows |
Owner | The person responsible for the KPI, with a link to their profile |
Title | The KPI's name |
Type | Who the KPI belongs to: Individual, Department, Division, Location or Company-wide, with the department, division or location name where relevant |
Current value | The latest result entered for the current month |
Current target | The target that applies now |
Health | Healthy if the current value has reached the current target, otherwise At risk |
Last updated | When the KPI was last changed |
Click Owner, Title, Type or Last updated to sort by that column.
How health is calculated
A KPI is Healthy when its latest result for the current month is equal to or higher than its current target. If no result has been entered yet this month, the current value counts as 0, so the KPI shows as At risk until someone adds a result.
💡 Tip: At the start of each month, many KPIs show as At risk simply because no results have been entered yet. Ask KPI owners to update their results regularly, so the report reflects real progress.
Find what you need
Use search to find a KPI.
Click Add filter to narrow the report:
KPI type, to see only individual, department, division, location or company-wide KPIs.
Owner, to see the KPIs of specific people.
Owner details, such as Position, Department, Division, Location or Employment type. These filters apply to the KPI's owner.
Export the report
Click Export to.
In Format, choose Excel or CSV.
The file downloads straight away and includes all KPIs matching your filters and search.
Give access to the report
Go to Settings → Roles and permissions.
Open the role you want to change.
In Company reports, select Company KPIs in the Perform group.
Click Save.
Everyone with this role can now open the report in Reports → Perform → Company KPIs.
To learn how to create KPIs and add results, see Key performance indicators (KPIs).