Venture KPI Plan

One venture's KPI scorecard — assign a template, track pass/miss results, record governance decisions, and run the Growth×Equity calculator.

What it is

This is where you track one venture's actual performance against the KPIs you've set for it — the operational heart of portfolio governance. It's reached from the venture's KPIs tab or directly from the KPI Portfolio table.

Assigning a plan

If the venture doesn't have a KPI plan yet, pick a KPI template (built in KPI Config, scoped to market and program duration) and assign it. This creates a timeline of KPI items pulled from that template — each with a target, a unit, a due date, and a grace period.

Tracking results

Each KPI item shows its current status: Pending, On Track, Grace Period, Passed, Missed, Escalated. Expand an item to enter the actual value, update its status, and add notes or evidence. A Rescore action recalculates the plan's overall score and health status (Strong, Healthy, Warning, Recovery, Escalated, Kill Candidate) from the latest item statuses.

Miss and escalation banners surface automatically: an item with one miss shows a warning; two or more misses (per the template's escalation rule) surfaces an escalation banner so a repeated problem doesn't stay buried in a list.

Governance decisions

Record decision logs a formal call on the venture: Continue, Review, Extend, Escalate, Kill Candidate, or Double Down, with an optional note and a link to the specific KPI item that triggered it if relevant. This is your audit trail — the same decisions feed the Board Report and the venture's status badge everywhere else in the IC.

Growth×Equity calculator

A separate widget tracks the venture's Growth×Equity factor score: enter current and previous valuation plus the venture's equity %, and Venture OS computes growth % × equity % ÷ 100, classifies the result (High / Moderate / Warning / Critical), and gives a short recommendation. This score is what drives the classification badge you see on the Portfolio table and KPI Portfolio.

How it fits your workflow

This page is where a KPI miss actually turns into a decision — you don't just see that a venture is behind, you record what you're doing about it. Use it at every scheduled check-in, and immediately whenever an item flips to Missed or Escalated.

Data

KPI items, plan scores, decisions, and Growth×Equity records are all persisted per venture and feed the KPI Portfolio and Board Report views. Assigning a template, entering results, rescoring, and recording a decision are all writes made directly from this page.

Getting started

Assign a template as soon as a venture is admitted to the portfolio, then log results at each milestone or reporting cycle — don't wait for a miss to start tracking.