Learn example.
Apply to your company.

1
Example
Sirius Co. is an electronics retailer. Managers control performance and trace KPIs.
John Smith
General manager
Net profit
Employees
New stores
Mary Robinson
Sales manager
Sales
Advertising expenses
Customers
Nick Freeman
Logistics Manager
      Fleet of trucks
      Repair expenses
      Freight turnover
      Jack Stone
      Analyst
      Provides managers with regular KPI reports
      Managers can see in the mobile app
      John Smith
      General manager
      his KPIs
      his team's KPIs
      Mary Robinson
      Sales manager
      just her KPI
      Nick Freeman
      Logistics manager
      just his KPIs
      Analyst manages users and their KPIs in the web app
      Jack Stone
      Analyst
      Jack has quick access to any owner and any KPI.
      He clicks "Owner" or "KPI" to view or to edit the data.
      Jack updates KPIs and hits "save". At the same time, managers see new data in the mobile app.
      2
      Your case
      Use this checklist to apply example to your company.
      1
      KPIs
      Indicators, KPIs, budgets having plan, actual, and forecast values.
      2
      Owners
      Employees responsible for KPIs. Each owner controls his/her KPIs in the mobile app.
      3
      Viewers
      Employees, who can view KPIs of other owners. For example, a head controls indicators of its employees.
      4
      Editors
      Employees, who have rights to edit and to update KPIs. For example, analysts or accountants.
      5
      Data entry
      How often to update data and which tool to use: browser, mobile app, Excel import.
      Made on
      Tilda