See which metrics affect your business results.

What you can do with KPI tree

1. 01

   KPI definitions

   Define how to count, where to get data and when to update it

   • Specify the calculation, source of truth and daily update deadline for each metric.
   • Check freshness states such as up to date, updates stopped, preparing or paused, and see whether updates meet the agreed schedule.
   • Generate a request for your AI agent to add or change a definition or recalculate a metric.
   New business customers this monthNot updating

   How it is countedCompanies whose contract started this month

   SourceBilling database

   Unitcompanies

   Updated byClaude Code (7:00 AM daily)

   This month12companies

   Each value carries its source, its timestamp and who (or which AI) wrote it

   Set how it is counted and where it comes from, and AI fills it in the same way every morning

2. 02

   Parent and child metrics

   See how individual metrics contribute to business results

   • Add headings and KPI definitions beneath the top management heading.
   • Drag items to reorder them or move them to another parent. You can also ask an AI agent to arrange them.
   • Follow the hierarchy to see which metrics contribute to each parent metric.
   Revenue dashboardUpdated 6:00 AM yesterday

   Monthly revenue

   $8.4M

   Attainment

   84%

   Projection

   $9.6M

   Target

   Source: billing system / Run by: Claude CodeOpen the source data

   AI fills in the numbers every morning, and the widget keeps a record of where each came from

3. 03

   Targets and forecasts

   Check the expected result before the month ends

   • For metrics where higher is better, see the target, achievement rate and target pace. For metrics where lower is better, see the limit, ratio to the limit and limit pace.
   • Charts show the target or limit line and a forecast for the end of the month.
   • Link a KPI to a Goal to display a progress ring on the Goal row and see whether progress is on schedule.
   New business customers this monthProjected 71

   Day 1Pace 115%Month end

   Link a KPI definition to a Goal and a ring appears on the Goal row. Hover to see the value, the target, the attainment and the pace

   Where this month lands at the current pace, drawn as a dotted line past the actuals