KPI tracking

Stop reporting on last month

Your strategy only works when the numbers behind it are live. Elevale pulls KPIs from tools like Xero and HubSpot, connects them to your priorities and OKRs, and keeps performance visible in real time, so leadership reviews start with current data, not stale exports.

Otto, the Elevale AI advisor
Otto · AI strategic advisor
In short

KPIs (Key Performance Indicators) are the metrics that tell you whether the business is on track. Revenue, margin, pipeline, engagement: the numbers leadership actually reviews. Elevale syncs raw data from your finance, CRM, and marketing tools, lets you build tracked KPIs on top of that synced data, and keeps everything live on dashboards, OKRs, and health scores, so reviews reflect reality, not last month's spreadsheet.

A better way to track performance

Without live KPI tracking

  • Performance data lives in spreadsheets, exports, and siloed tool dashboards
  • Leadership reviews start with stale numbers from the last close or manual pull
  • Metrics stay disconnected from OKRs, strategic direction, and team priorities
  • No one knows which KPI moved, why it matters, or who should respond

With Elevale KPIs

  • KPIs sync live from Xero, HubSpot, LinkedIn, Google Ads, Meta, and more
  • Build your own tracked KPIs using calculations on top of synced integration data
  • Directors see current performance without chasing reports or month-end closes
  • Every KPI, synced or calculated, maps to OKRs and pins to live leadership dashboards
  • Trends, targets, and health scores update automatically as the business moves
Live integrations

Connect your tools and sync KPIs automatically

Pull live figures from finance, CRM, and marketing integrations: Xero, HubSpot, LinkedIn, Google Ads, Meta, and more. Source metrics update as your systems move, giving you the live data foundation to track performance without manual exports or version conflicts.

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KPI calculation

Build custom KPIs with formulas

Use formulas on top of synced integration data to build whatever KPIs your leadership team needs. Combine any live fields, define your own calculations and targets, and track metrics that update automatically as the source data changes, nothing preset, nothing off limits.

Live dashboards

Pin every KPI to leadership dashboards

Every KPI you create, whether synced directly from an integration or calculated from synced data, is available as a live tile on Elevale dashboards. Pin the metrics directors review every week alongside OKR progress and business health, so executive views stay current without rebuilding reports.

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Business health

KPI performance feeds your health score

KPI movement contributes to your live business health score alongside OKR completion, strategic alignment, and market signals. Spot when performance is slipping before it shows up in the next quarterly review.

Real-time monitoring

Track trends throughout the cycle

Watch performance shift in real time with trend lines, targets, and sync status on every metric. Walk into leadership meetings and finance check-ins with live KPI data, not a patchwork of spreadsheets updated the night before.

Plus, everything you need to track performance

Every capability leaders expect from KPI tracking, connected to the rest of Elevale.

Live tool sync

Pull KPIs from Xero, HubSpot, LinkedIn, Google Ads, Meta, and other integrations automatically.

OKR connections

Link KPIs to key results so OKR progress updates from real metric movement.

Strategic context

Map metrics to priorities in your Strategic Direction brief for business context.

Live dashboard tiles

Pin any synced or calculated KPI to leadership dashboards with trends, targets, and live sync status.

Trend tracking

Monitor performance over time with sparklines and period-over-period movement.

KPI calculation

Build tracked KPIs from synced integration fields, ratios, formulas, and targets that update live.

Sync history

See when each KPI last updated and trust that reviews reflect current data.

Team visibility

Share performance views with the leadership roles that need them, permissioned by role.

Health score feed

KPI performance contributes to your live business health score automatically.

How it works

From connected tools to live performance visibility

  1. 1

    Connect your finance, CRM, and marketing tools

    Sync source metrics from integrations like Xero, HubSpot, LinkedIn, Google Ads, and Meta into one performance view. Live data replaces manual exports and stale spreadsheet pulls.

  2. 2

    Build tracked KPIs from synced data

    Define the KPIs leadership actually reviews, using calculations, ratios, and targets built on top of live integration fields. Set owners, link to OKRs, and let metrics update automatically as source data moves.

  3. 3

    Pin KPIs to live dashboards and monitor trends

    Add any synced or calculated KPI to leadership dashboards, then watch performance shift in real time alongside business health scores, in reviews, check-ins, and whenever leadership needs clarity.

Use cases

Who gets the most from KPI tracking in Elevale

Directors

Live performance reviews

Walk into leadership meetings with current KPIs, linked OKR progress, and health scores, not last month's spreadsheet exports or siloed tool dashboards.

Finance leads

Metrics with strategic context

See how revenue, margin, and pipeline metrics connect to company priorities and key results, so finance conversations stay tied to what leadership agreed.

Growing businesses

Performance visibility without the overhead

Connect the tools you already use and get live KPI tracking without building custom dashboards or chasing manual reports as the business scales.

Compare

See how Elevale stacks up against fragmented tools

One platform for direction, OKRs, KPIs, and execution - or a patchwork of spreadsheets and disconnected apps. Compare feature by feature.

Get started

Your next quarter deserves action, not another spreadsheet.

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FAQ

Common questions about KPI tracking

Quick answers on how KPIs work in Elevale.

What are KPIs?

KPIs (Key Performance Indicators) are the metrics that measure whether your business is on track: revenue, margin, pipeline, engagement, and more. Elevale syncs them from your integrated tools and keeps them connected to strategic priorities and OKRs.

Which tools can I connect for live KPIs?

Elevale integrates with finance, CRM, and marketing tools including Xero, HubSpot, LinkedIn, Google Ads, and Meta. KPIs update automatically as your source systems move, without manual exports.

Can I link KPIs to OKRs?

Yes. Connect KPIs to key results so OKR progress reflects real metric movement. When the underlying number shifts, key result completion updates automatically instead of relying on manual spreadsheet entries.

How do KPIs connect to Strategic Direction?

Metrics can be mapped to priorities in your Strategic Direction brief, so performance always has business context. Finance KPIs in the brief pull live from your workspace alongside narrative analysis.

Can I build my own KPIs from synced data?

Yes. Integration sync brings live source metrics into Elevale, revenue from Xero, pipeline from HubSpot, ad spend from Google Ads, and more. You can then create tracked KPIs on top of that data using calculations, ratios, and targets. When the underlying synced fields change, your calculated KPIs update automatically.

Do KPIs feed leadership dashboards?

Yes. Every KPI you create, synced or calculated, can be pinned as a live tile on Elevale leadership dashboards alongside OKR progress and business health scores. Directors get executive-ready views that update as the business moves.

Can I create custom KPIs?

Yes. Track the metrics that matter to your business, not just integration defaults. Build KPIs from synced fields, set targets, and monitor trends throughout the planning cycle.

How does KPI performance affect the health score?

KPI movement contributes to your live business health score alongside OKR completion, strategic alignment, and market signals. Underperforming metrics surface before they become quarterly surprises.

How often do KPIs update?

Connected KPIs sync live from your integrated tools. Each metric shows its last sync time and current trend, so leadership reviews start with data you can trust.