undefined

def identify_business_goals(self):
    """Map goals to KPIs"""
    return {
        'Revenue Growth': [
            'Monthly Recurring Revenue (MRR)',
            'Annual Recurring Revenue (ARR)',
            'Customer Lifetime Value (CLV)',
            'Average Revenue Per User (ARPU)'
        ],
        'Customer Acquisition': [
            'Customer Acquisition Cost (CAC)',
            'Conversion Rate',
            'Traffic to Lead Rate',
            'Sales Pipeline Value'
        ],
        'Customer Retention': [
            'Churn Rate',
            'Net Promoter Score (NPS)',
            'Customer Satisfaction (CSAT)',
            'Retention Rate'
        ],
        'Operational Efficiency': [
            'Cost per Customer',
            'Time to Value',
            'System Uptime',
            'Support Response Time'
        ],
        'Product Quality': [
            'Defect Rate',
            'Feature Adoption',
            'User Engagement',
            'Performance Score'
        ]
    }

def validate_kpi(self, kpi):
    """Check KPI against criteria"""
    validation = {}

    for criterion, definition in self.KPI_CRITERIA.items():
        validation[criterion] = {
            'definition': definition,
            'assessment': self.assess_criterion(kpi, criterion),
            'rating': 'Pass' if self.assess_criterion(kpi, criterion) else 'Fail'
        }

    is_valid = all(v['rating'] == 'Pass' for v in validation.values())

    return {
        'kpi': kpi.name,
        'validation': validation,
        'is_valid': is_valid,
        'recommendation': 'Include in dashboard' if is_valid else 'Refine or exclude'
    }

def define_kpi_target(self, kpi):
    """Set measurable targets"""
    return {
        'kpi': kpi.name,
        'current_value': kpi.current,
        'target_value': kpi.target,
        'time_period': 'Q1 2025',
        'improvement': f"{(kpi.target - kpi.current) / kpi.current * 100:.1f}%",
        'owner': kpi.owner,
        'review_frequency': 'Weekly',
        'threshold_green': kpi.target,
        'threshold_yellow': kpi.target * 0.9,
        'threshold_red': kpi.target * 0.7
    }

undefined

Dashboard Design Template:

Name: Sales Performance Dashboard
Audience: Sales Team, Management
Update Frequency: Daily
Users: 15 sales reps, 3 managers

---

undefined

// Build dashboard with data integration

class KPIDashboard {
  constructor(config) {
    this.config = config;
    this.widgets = [];
    this.data = {};
    this.alerts = [];
  }

  createWidget(kpi) {
    return {
      id: `widget-${kpi.id}`,
      title: kpi.name,
      metric_value: kpi.current_value,
      target_value: kpi.target_value,
      threshold: this.calculateThreshold(kpi),
      visualization: {
        type: kpi.chart_type, // 'gauge', 'number', 'chart'
        config: this.getVisualizationConfig(kpi)
      },
      drill_down: true,
      refresh_frequency: kpi.refresh_rate || 'hourly'
    };
  }

  calculateThreshold(kpi) {
    const range = kpi.target_value - kpi.minimum_value;

    return {
      green: kpi.target_value,
      yellow: kpi.target_value - (range * 0.2),
      red: kpi.target_value - (range * 0.5),
      status: this.getStatus(kpi),
      trend: this.calculateTrend(kpi)
    };
  }

  getStatus(kpi) {
    const percentOfTarget = kpi.current_value / kpi.target_value;

    if (percentOfTarget >= 1) return 'Green';
    if (percentOfTarget >= 0.8) return 'Yellow';
    return 'Red';
  }

  calculateTrend(kpi) {
    const change = kpi.current_value - kpi.previous_period_value;
    const changePercent = (change / kpi.previous_period_value) * 100;

    return {
      direction: change > 0 ? 'Up' : 'Down',
      value: Math.abs(changePercent).toFixed(1),
      momentum: this.assessMomentum(change, kpi)
    };
  }

  generateAlerts() {
    return this.widgets
      .filter(w => w.threshold.status !== 'Green')
      .map(w => ({
        severity: w.threshold.status,
        message: `${w.title} is ${w.threshold.status} (${w.metric_value} vs ${w.target_value} target)`,
        action: 'Review and investigate',
        timestamp: new Date()
      }));
  }

  exportReport() {
    return {
      format: ['PDF', 'Excel', 'CSV'],
      include: ['Metrics', 'Charts', 'Trends', 'Commentary'],
      schedule: 'Weekly, every Monday morning'
    };
  }
}

KPI Governance Framework:

Quarterly KPI Review:
  - Review progress against targets
  - Adjust targets if needed
  - Celebrate achievements
  - Identify improvement areas
  - Update documentation

Annual KPI Assessment:
  - Reassess KPI relevance
  - Align with strategy changes
  - Remove obsolete metrics
  - Add new metrics as needed
  - Update dashboard design

---

KPI Health Check:

Ask these questions monthly:

1. Is this KPI still relevant?
   If No: Mark for retirement

2. Do we have accurate data?
   If No: Fix data source

3. Is it actionable?
   If No: Drill down to driver metrics

4. Is target realistic?
   If No: Adjust based on new data

5. Are we taking action on insights?
   If No: Improve governance/communication

---

Common KPI Mistakes to Avoid:

1. Too Many KPIs (limit to 5-7)
2. Lagging metrics only (include leading too)
3. No ownership assigned
4. Targets not aligned with strategy
5. Dashboard not updated regularly
6. No drill-down capability
7. Metrics not actionable by team
8. Ignoring data quality issues
9. No connection to compensation/goals
10. Dashboard unused by stakeholders