| name | kpi-tracker |
| description | Set up and track KPI dashboards with targets, actuals, and trend analysis.
TRIGGERS - Use when user wants to define KPIs, track metrics, or create a scorecard.
|
KPI Tracker
Overview
Defines, tracks, and reports on KPIs with targets, actuals, trends, and corrective actions.
Workflow
Step 1: Define KPIs
- Business goals: What are you trying to achieve?
- Department: Marketing, sales, ops, product, or company-wide?
- Time period: Weekly, monthly, quarterly tracking?
Step 2: Select the Right KPIs
The SMART KPI test:
- Specific: Measures one clear thing
- Measurable: Can be quantified
- Achievable: Target is realistic
- Relevant: Connects to business goals
- Time-bound: Has a deadline
Common KPI sets:
| Department | KPIs |
|---|
| Marketing | CAC, MQLs, traffic, conversion rate, ROAS |
| Sales | Revenue, pipeline, close rate, ACV, sales cycle |
| Product | DAU/MAU, retention, NPS, feature adoption |
| Operations | Efficiency, error rate, throughput, SLA |
| Finance | Revenue, margin, burn rate, runway, MRR |
| Content | Reach, engagement rate, saves, DMs, leads |
Output Format
# KPI Dashboard: [Department/Company]
## Period: [Month/Quarter/Year]
## Scorecard
| KPI | Target | Actual | Status | Trend |
|-----|--------|--------|--------|-------|
| [KPI 1] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |
| [KPI 2] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |
## KPI Definitions
### [KPI Name]
- **Definition**: [exactly what this measures]
- **Formula**: [how it's calculated]
- **Target**: [number and why]
- **Data source**: [where the data comes from]
- **Owner**: [who's responsible]
- **Review frequency**: [how often]
## Action Items
| KPI | Issue | Action | Owner | Due |
|-----|-------|--------|-------|-----|
| [Red KPI] | [problem] | [fix] | [who] | [when] |
Quality Checklist
