ManagePlaces allows you to define and track KPIs across projects with ease. You can set the measurability parameters of each KPI you define and log across projects in a matter of clicks. Here's how:
Step 1 - Defining a KPI:
First we need to create a KPI in the system. To do this, click on Settings > KPI Tracking > Add KPI. This will bring up a new screen where we can name our KPI and set the measurability parameters. Once complete, we simply click the Create Trackable button and the KPI will be live in the system and ready for use.
Step 2 - Logging a KPI:
To log a KPI, click into the relevant project or task, then click on the Log KPI icon in the dialogue box (see screenshot). This will bring up a new screen where we can select our KPI and specify the quantity and date, as well as the team member who tracked it.
Note: Anyone in your team can log KPIs unless you have not granted them permission. Click here to learn more about Roles & Permissions.
Step 3 - Tracking a KPI:
We can track KPIs with cumulative quantities in any project or task whenever we want. To do this, click into the relevant project or task and then click on the KPIs tab in the left-hand navigation. Now simply tick the KPI you want to track and the chart will update accordingly.
