KPI Dashboard

The KPI Dashboard gives you an at-a-glance view of all performance indicators across your strategic plans. It aggregates indicators from every plan into a single monitoring view with summary cards, mini charts, and detailed history tracking.

Summary Cards

The top of the dashboard displays four key metrics:

Card	Description
Plans with Indicators	Number of plans that have defined KPI indicators
Total Indicators	Count of all indicators across all plans
Average Progress	Mean progress percentage across all indicators
At Risk	Number of indicators flagged as at risk of not meeting targets

These cards give you an instant health check of your organization’s strategic performance.

Indicators by Plan

Below the summary cards, indicators are grouped by their parent plan. Each plan section shows:

• Plan name as a section header
• Indicator cards for each indicator in that plan, displaying:
  • Indicator name
  • Current progress percentage with a visual progress bar
  • Status badge (color-coded)
  • Mini chart showing the progress trend

Indicator Statuses

Each indicator has a status based on its progress toward targets:

Status	Meaning	Color
Achieved	Target reached or exceeded	Green
On Track	Progress is on pace to meet target	Blue
At Risk	Progress is behind schedule	Orange
Not Achieved	Target deadline passed without reaching goal	Red

Note

Indicator statuses are computed based on current values, target values, target dates, and the direction of the indicator (increasing or decreasing). They update automatically as new data is entered.

Indicator History

Click on any indicator card to open the Indicator History Modal, which provides detailed tracking over time:

What You’ll See

• Current value vs baseline value vs target value
• Progress trend chart — Line chart showing how the indicator has changed over time
• Target milestones — Markers showing intermediate targets and their dates
• Value history — When each measurement was recorded
• Status evolution — How the status has changed over time

Indicator Properties

Each indicator tracks:

Property	Description
Name	What is being measured
Unit	Unit of measurement (%, count, dollars, etc.)
Baseline Value	Starting point for measurement
Current Value	Most recent measurement
Target Value	Goal to achieve
Direction	Whether the indicator should increase or decrease
Target Date	When the target should be reached

Tip

Indicators are defined and managed within the Plan module. The Steer KPI Dashboard provides a read-only monitoring view that aggregates indicators from all your plans.

Filtering Indicators

Use the filter controls to focus on specific indicators:

Filter	Description
Search	Find indicators by name
Plan	Filter by source plan (multi-select)
Status	Filter by indicator status (multi-select)

Use Clear All to reset filters and see all indicators.

Next Steps

• Actions Tree — Hierarchical view of actions
• Views — Kanban, table, and calendar views
• Indicators — Managing indicators in the Plan module