A guide on how to create KPIs (Key Performance Indicators) in Mooncamp
- Step 1: Add KPI as a goal type
- Step 2: Create a new view for your KPIs
- Step 3: Create the KPIs
- Step 4: Update your KPIs
- (Optional) Step 5: Add the view to your favorites
- (Optional) Step 6: Export your KPIs
Under Settings > Goals > Types and rules you can find all created goal types in your Goal management system, such as Objective, Key Result or Initiative.
Step 1: Add KPI as a goal type
To create a KPI (Key Performance Indicator) in Mooncamp, navigate to the goal types in the settings and click on "New", name the type (e.g. "KPI") and click on "Save".
Step 2: Create a new view for your KPIs
Navigate to the Goal Explorer
1 and create a new view for your KPIs. To do this, click “Add a view”
2, name the view and choose whether you want it to be visible only to you or to everyone in the account
Then filter the goal type by “KPI”.
Step 3: Create the KPIs
Click on "New" to create a new KPI. For KPIs, it is useful to select the "Threshold" option under "Progress". Here you can specify whether the associated KPI should be above or below a certain value. The status of the KPI changes accordingly.
Step 4: Update your KPIs
Afterwards, the KPIs can be updated either manually or via integration.
Just like with other goal types, the KPIs can be updated via the cascade view or on the goal's detail page. You can learn more about how to update goals in this help center article:
Automatic update via integration
KPIs can also be updated automatically by linking them to other tools like Excel, Jira or Google Sheets. You can learn more about how to connect data integrations in this help center article:
(Optional) Step 5: Add the view to your favorites
To have the most important KPIs quickly accessible, they can be added as favorites to the sidebar.
Of course, the same approach can also be used to create different views for specific users or teams. As an example, for "Marketing KPIs" you would set a filter for the Marketing team accordingly.
(Optional) Step 6: Export your KPIs
To export the data of a view, navigate to the respective view and click on the ellipsis in the upper right corner
... and select "Export CSV".
The CSV file will be downloaded afterwards.