Once created, KPIs appear throughout the WorkBoard platform — including the Objectives landing page, Team, and Biz Review pages — allowing you to view, update, and analyze performance without leaving your workflow.
Each surface offers a unique perspective: KPI owners can manage progress directly from the Objectives landing page, teams can collaborate and monitor results on their Team Page, and leaders can visualize performance trends in Biz Reviews.
KPIs on the Objectives Landing Page
The OLP helps KPI owners and co-owners stay focused on the metrics that matter most.
When you own or are assigned to one or more KPIs, a dedicated My KPIs section appears below your Key Results, giving you an at-a-glance summary of performance.
From the OLP, you can:
Update KPI values inline, adding optional narratives
Open the side panel for charts, details, and history
Sync integration data to fetch the latest connected values
Archive or unarchive KPIs from the kebab (⋮) menu
Copy a KPI link for sharing or referencing in reviews
KPIs on the Team Page
The Team Page provides a consolidated view of all KPIs owned by or associated with a particular team, helping managers and members understand progress and identify trends across business functions.
KPI Tab Overview
Within the Team Page, a dedicated KPI tab lists every metric linked to that team. The table layout is optimized for visibility, supporting large volumes of KPIs with key data surfaced upfront.
Columns include:
KPI Name
Actual Value and Trend
Monitoring Type
Data Source (with integration icons)
Last Update Date
Owner
Available Actions
Team members with edit permissions — including Owners, Co-owners, Team Managers, and Admins — can:
Update values or narratives inline
Archive
Copy links for sharing or embedding
Open the KPI side panel to view historical updates and details
Read-only users can view KPIs but cannot comment, update, or edit.