> For the complete documentation index, see [llms.txt](https://docs.controlbee.nl/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.controlbee.nl/en/plannen/kpis.md).

# KPIs

Critical performance indicators that make objectives measurable

To make objectives measurable and be able to monitor the organization's performance, KPIs are established.

An organization sets short- and long-term objectives. KPIs make the progress of these objectives measurable and are used to monitor whether the organization's performance is in line with the objectives. An example of a KPI is: conduct at least one management review of the business management system annually.

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-db46b42c07eb78c8ee93f9a9ec3d7d2171ad40e2%2Fplannen-kpis-01.png?alt=media" alt="Overzichtscherm KPI’s"><figcaption></figcaption></figure>

## KPI overview screen

In the KPI overview, the user can filter in several ways:

* search by description and ID
* search for KPIs that are open for evaluation (recognizable by the red exclamation mark)
* search for recent results
* filter by one or more objectives

## Create new KPI

When creating a KPI, the user gives the KPI a number, name, description, and any remarks.

Next, the KPI evaluation interval is selected: annually, semi-annually, quarterly, or monthly.

After that, the user enters the scoring values. Think of completed, planned or not completed, or percentages. A color can be chosen for each value.

{% hint style="info" %}
If nothing is entered for a value and the KPI is saved, that value will no longer be visible. Only in edit mode are all possible scoring values shown.
{% endhint %}

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-c4ccedc5d08e03a265fb70f5ee8216e6f216bff3%2Fplannen-kpis-02.png?alt=media" alt="Aanmaken nieuwe KPI"><figcaption></figcaption></figure>

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-2d370fa131e1e8271e13f680d562a1ed9f94caea%2Fplannen-kpis-03.png?alt=media" alt="Aanmaken nieuwe KPI"><figcaption></figcaption></figure>

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-96239f0dd58facb0c5e3178f196e23c4bc9dd707%2Fplannen-kpis-04.png?alt=media" alt="Aanmaken nieuwe KPI"><figcaption></figcaption></figure>

## Linking KPI, objectives and roles

KPIs are linked to objectives because they make progress toward them measurable. Objectives can be linked from a KPI, and vice versa. In addition, roles can be linked to a KPI, so it is clear who is responsible for monitoring the KPI.

## A completed KPI

If you click through to a created KPI, you can easily edit or delete it. In addition, you can clearly see which links have been made with the relevant KPI. New linked fields can be added via the yellow plus at the bottom right of the screen.

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-7dff6c19594d77c4a455c1b9c44262f67cad1bd0%2Fplannen-kpis-05.png?alt=media" alt="Voorbeeld uitgewerkte KPI"><figcaption></figcaption></figure>

<figure><img src="https://3156569376-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FGr73dCEp7VK8XigZ4lH9%2Fuploads%2Fgit-blob-f7e57c8b7f99a67341196c965606551c8daa1cec%2Fplannen-kpis-06.png?alt=media" alt="Voorbeeld uitgewerkte KPI"><figcaption></figcaption></figure>


---

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