KPI Dashboards
KPIs (Key Performance Indicators) help you measure what matters and track progress toward your goals.
What are KPIs?
KPIs are measurable values that demonstrate how effectively you are achieving key business objectives.
Characteristics of Good KPIs
Measurable - Can be quantified
Actionable - Drive decisions and actions
Relevant - Aligned with business goals
Timely - Updated regularly
Simple - Easy to understand
Types of KPIs
Financial KPIs
Revenue
Profit margin
Cash flow
Customer acquisition cost (CAC)
Customer lifetime value (LTV)
Customer KPIs
Net Promoter Score (NPS)
Customer satisfaction (CSAT)
Churn rate
Active users
Retention rate
Operational KPIs
Task completion rate
Project delivery time
Team utilization
Process efficiency
Quality metrics
Growth KPIs
User growth rate
Market share
Lead conversion rate
Website traffic
Social media engagement
Creating KPIs in Elevale
To create a KPI:
Dashboard Views
Elevale provides multiple dashboard views:
Overview Dashboard - High-level summary of all KPIs
Category Dashboards - Grouped by type (financial, customer, etc.)
Custom Dashboards - Create your own views
Team Dashboards - Team-specific metrics
Integrations
Connect Elevale to automatically pull KPI data:
Xero - Financial metrics
Google Analytics - Website traffic and engagement
Google Ads - Advertising performance
Custom APIs - Connect any data source
You can view all of the available integrations by going to Workspace Settings → Integrations
Best Practices
Start with 5-10 critical KPIs
Update regularly (daily, weekly, or monthly) if manual
Set realistic targets
Review trends, not just point values
Take action on insights
Share dashboards with stakeholders
Archive outdated KPIs
Track what matters and drive data-informed decisions! 📊
Live dashboards
[Business+] For shareable dashboard views, see Live dashboards and reporting. Open Live Dashboards from the KPI area.