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KPI Dashboard

The KPI Dashboard summarizes performance against active goals and definitions. Use it to see where the team is on track, behind, or ahead.

The dashboard is built from KPI Definitions and Goals. It may show completion, achievement percentage, pacing, and status by user, team, or period.

  1. Define the metric in KPI Definitions.
  2. Create goals for users or teams in Goals.
  3. Open KPI Dashboard to monitor progress.
  4. Use KPI Reports for deeper analysis.