A guide on how to create KPIs (Key Performance Indicators) in Mooncamp
Settings
> Goals
> Types and rules
you can find all created goal types in your Goal management system, such as Objective
, Key Result
or Initiative
.
New
, name the type (e.g. KPI
) and click on Save
.
1
and create a new view for your KPIs. To do this, click Add a view
2
, name the view and choose whether you want it to be visible only to you or to everyone in the account 3
.
KPI
.
New
to create a new KPI. For KPIs, it is useful to select the Threshold
option under Progress
. Here you can specify whether the associated KPI should be above or below a certain value. The status of the KPI changes accordingly.
Marketing KPIs
you would set a filter for the Marketing team accordingly.
...
and select Export CSV
.