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name: kpi-tracker description: | Set up and track KPI dashboards with targets, actuals, and trend analysis. TRIGGERS - Use when user wants to define KPIs, track metrics, or create a scorecard.

KPI Tracker

Overview

Defines, tracks, and reports on KPIs with targets, actuals, trends, and corrective actions.

Workflow

Step 1: Define KPIs

1. Business goals: What are you trying to achieve?
2. Department: Marketing, sales, ops, product, or company-wide?
3. Time period: Weekly, monthly, quarterly tracking?

Step 2: Select the Right KPIs

The SMART KPI test:

• Specific: Measures one clear thing
• Measurable: Can be quantified
• Achievable: Target is realistic
• Relevant: Connects to business goals
• Time-bound: Has a deadline

Common KPI sets:

Department	KPIs
Marketing	CAC, MQLs, traffic, conversion rate, ROAS
Sales	Revenue, pipeline, close rate, ACV, sales cycle
Product	DAU/MAU, retention, NPS, feature adoption
Operations	Efficiency, error rate, throughput, SLA
Finance	Revenue, margin, burn rate, runway, MRR
Content	Reach, engagement rate, saves, DMs, leads

Output Format

# KPI Dashboard: [Department/Company]
## Period: [Month/Quarter/Year]

## Scorecard

| KPI | Target | Actual | Status | Trend |
|-----|--------|--------|--------|-------|
| [KPI 1] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |
| [KPI 2] | [target] | [actual] | 🟢/🟡/🔴 | ↑/↓/→ |

## KPI Definitions

### [KPI Name]
- **Definition**: [exactly what this measures]
- **Formula**: [how it's calculated]
- **Target**: [number and why]
- **Data source**: [where the data comes from]
- **Owner**: [who's responsible]
- **Review frequency**: [how often]

## Action Items
| KPI | Issue | Action | Owner | Due |
|-----|-------|--------|-------|-----|
| [Red KPI] | [problem] | [fix] | [who] | [when] |

Quality Checklist

• Each KPI has a clear definition and formula
• Targets are realistic with rationale
• Red/yellow/green thresholds defined
• Owners assigned to each KPI
• Action plan for underperforming KPIs