KPI Configuration

Build your reusable KPI library, bundle KPIs into templates by market and duration, and configure the miss actions and stages the scoring engine uses.

What it is

This is the foundation underneath every venture's KPI plan — before you can assign a KPI plan to a venture (on its Venture KPI page), the KPIs and templates have to exist here first.

KPI Library

Your reusable catalog of individual KPI definitions: name, type (Financial, Operational, Product, Technology, Compliance, Growth, Marketing, or a combined type), stage, default target, measurement type (number, percentage, currency, boolean, ratio, or text), unit, market applicability, and a description. Build this once and draw from it across every template.

KPI Templates

Bundle library items into a template scoped to a market and a duration in months — e.g. an 18-month template for KSA ventures. Add items to a template with a sequence, an offset in months (when the KPI is due relative to the venture's start), a target override, a grace period in days, and two escalation rules: what happens on a first miss and a second miss (Review, Extend, Escalate, Kill, or Continue).

Score Config

Platform-wide settings for how the scoring engine interprets KPI results — the stages ventures move through (Launch, Revenue, Efficiency, Growth) and how miss actions and measurement types are applied when a plan gets scored.

How it fits your workflow

Build this before you admit your first cohort under a new program: a library with real KPIs, at least one template per market/duration combination you run, and confirm your default miss actions make sense for your governance style. Once built, assigning a KPI plan to a venture (from its Venture KPI page) is a one-click action against a template you've already prepared here.

Getting started

Start with the Library — add the handful of KPIs every venture in your portfolio should track — then bundle them into your first Template before your next cohort needs a KPI plan assigned.