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
1---2name: kpi-tracker3description: 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.4---56# KPI Tracker78## Overview9Defines, tracks, and reports on KPIs with targets, actuals, trends, and corrective actions.1011## Workflow1213### Step 1: Define KPIs141. **Business goals**: What are you trying to achieve?152. **Department**: Marketing, sales, ops, product, or company-wide?163. **Time period**: Weekly, monthly, quarterly tracking?1718### Step 2: Select the Right KPIs1920**The SMART KPI test:**21- **S**pecific: Measures one clear thing22- **M**easurable: Can be quantified23- **A**chievable: Target is realistic24- **R**elevant: Connects to business goals25- **T**ime-bound: Has a deadline2627**Common KPI sets:**2829| Department | KPIs |30|-----------|------|31| **Marketing** | CAC, MQLs, traffic, conversion rate, ROAS |32| **Sales** | Revenue, pipeline, close rate, ACV, sales cycle |33| **Product** | DAU/MAU, retention, NPS, feature adoption |34| **Operations** | Efficiency, error rate, throughput, SLA |35| **Finance** | Revenue, margin, burn rate, runway, MRR |36| **Content** | Reach, engagement rate, saves, DMs, leads |3738## Output Format3940```markdown41# KPI Dashboard: [Department/Company]42## Period: [Month/Quarter/Year]4344## Scorecard4546| KPI | Target | Actual | Status | Trend |47|-----|--------|--------|--------|-------|48| [KPI 1] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |49| [KPI 2] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |5051## KPI Definitions5253### [KPI Name]54- **Definition**: [exactly what this measures]55- **Formula**: [how it's calculated]56- **Target**: [number and why]57- **Data source**: [where the data comes from]58- **Owner**: [who's responsible]59- **Review frequency**: [how often]6061## Action Items62| KPI | Issue | Action | Owner | Due |63|-----|-------|--------|-------|-----|64| [Red KPI] | [problem] | [fix] | [who] | [when] |65```6667## Quality Checklist68- [ ] Each KPI has a clear definition and formula69- [ ] Targets are realistic with rationale70- [ ] Red/yellow/green thresholds defined71- [ ] Owners assigned to each KPI72- [ ] Action plan for underperforming KPIs
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