Objectives and KPIs

Objectives and KPIs turns your quality objectives into a measurable scorecard (ISO 6.2, 9.1). You define weighted objectives for the year, attach KPIs with targets, enter one value per month, and CompStack rolls the months up into a year-to-date figure, colors each KPI red, amber, or green against its target, and computes one weighted evaluation percentage across all objectives. That number feeds Management reviews. The page is at /kpis, under Objectives & KPIs in the side nav.

Before you start

• The Objectives & KPIs module must be enabled. It is on by default. If Objectives & KPIs is missing from the side nav, an admin can turn it on in Settings > Modules (Quality management group).
• Any member of the organization can open the page, define objectives and KPIs, and enter data. No admin role is required by the UI.
• Objectives belong to a year. Check the year selector in the page header before adding anything; it defaults to the current year.

The page has two tabs: Scorecard (KPIs grouped by their Group, with the overall evaluation card on top) and Objectives (the weighted objectives for the selected year).

Add objectives

1. Open Objectives & KPIs and switch to the Objectives tab.
2. Click Add Objective.
3. Fill Objective (required), for example "Reduce LTI rate below 0.5".
4. Fill Weight: the objective's relative importance, for example 0.3. It defaults to 1 and must be greater than 0. Weights do not have to add up to 1; they are normalized when the overall score is computed.
5. Click Add objective.

The objective is created for the year selected in the header. Each card shows its weight, how many KPIs are linked, and, once data exists, an "Evaluation NN%" tag (green at 90 percent or more, magenta below).

Add KPIs

1. Switch to the Scorecard tab and click Add KPI.
2. Fill Name (required), for example "Lost Time Injuries".
3. Optionally fill Group (for example "Safety"; the scorecard groups KPIs under this heading, and ungrouped KPIs fall under "General") and Unit (for example "count" or "%").
4. Pick the Direction:
   • Higher is better: for example on-time delivery rate.
   • Lower is better (default): for example injuries or complaints.
5. Pick the YTD aggregation, which controls how the months roll up:
   • Sum of months: adds the months. Good for counts such as incidents.
   • Latest month: takes the most recent entered month. Good for point-in-time levels.
   • Average of months: averages the entered months. Good for rates and percentages.
6. Optionally fill Monthly target and Year-end target. The year-end target is what the red, amber, green rating and the objective evaluation are measured against; without it the KPI shows "No target".
7. Optionally link the KPI to an Objective. Only linked KPIs count toward objective evaluations. Default is Not linked.
8. Click Add KPI.

Use the gear icon on a KPI row to edit it, and the delete icon to deactivate it (it leaves the scorecard).

Enter monthly data

1. On the KPI's row, click Data.
2. The dialog shows twelve fields, Jan through Dec, for the selected year. Enter a number in each month you have data for and leave the rest empty.
3. Click Save data.

To correct a value, open Data again, change it, and save. Clearing a field removes that month's datapoint. The row's subtitle shows how many months are entered, for example "3/12 months entered".

Read the scorecard

Each KPI row shows its YTD value and a rating tag against the year-end target. The rating is direction-aware:

• On target (green): target met. For "Higher is better" that means YTD at or above target; for "Lower is better", at or below.
• At risk (amber, shown as a magenta tag): within 10 percent of the target on the wrong side.
• Off target (red): more than 10 percent away on the wrong side.
• No target (gray): no year-end target set, or no data entered yet.

Behind the tags, each measurable KPI also gets an attainment from 0 to 1:

• Higher is better: YTD divided by target, capped at 1.
• Lower is better: 1 when at or below target, falling linearly to 0 at twice the target.

An objective's evaluation is the average attainment of its linked measurable KPIs. The card at the top of the scorecard, "Overall weighted objectives evaluation", combines the objective evaluations using the objective weights and shows the result as a percentage: green at 90 percent or more, amber at 70 to 89 percent, red below. Objectives with no measurable KPI are left out of the calculation.

Use the scorecard in management reviews

The Objectives tab of a management review assembles an objectives review from this page's data for the review's year: each objective with its evaluation, ready for the review team to discuss and to raise CAPAs against missed objectives. If the review shows "No objectives defined for , add them under Objectives & KPIs", come back here, check the year selector, and add the objectives first.

Switch years

Use the year selector in the page header (it offers the three previous years through next year). Objectives and monthly data are stored per year, so switching the year reloads both. KPI definitions are shared across years; only their data and the objectives change.

Try it

• Add an objective "Reduce workplace injuries" with weight 0.5. Expected: it appears in the Objectives tab with a "Weight 0.5" tag and "0 KPIs".
• Add a KPI "Lost Time Injuries", Group "Safety", Direction "Lower is better", YTD aggregation "Sum of months", Year-end target 4, linked to the objective. Expected: the scorecard shows a "Safety" section with the KPI and a gray "No target" tag is replaced by a rating once data exists.
• Click Data and enter Jan 1, Feb 0, Mar 1, then save. Expected: the row shows "YTD 2", "3/12 months entered", and a green "On target" tag (2 is at or below 4).
• Add Apr 3 and save. Expected: YTD 5, which is more than 10 percent over the target of 4, so the tag turns red "Off target".
• Change Apr to 2 and save. Expected: YTD 4 and a green "On target" tag again.
• Add a KPI with aggregation "Latest month", enter Jan 10 and Mar 7. Expected: YTD shows 7 (the latest entered month, not the sum).
• Add a KPI with aggregation "Average of months", enter two months 80 and 90. Expected: YTD shows 85.
• Check the Objectives tab. Expected: the objective now shows "1 KPI" (or more) and an "Evaluation NN%" tag.
• Check the top of the Scorecard tab. Expected: an "Overall weighted objectives evaluation" card with a percentage, colored by the thresholds above.
• Switch the year selector to last year. Expected: the objectives list and all monthly data change to that year; this year's entries are untouched.

If something goes wrong

• Objectives & KPIs is missing from the side nav. The module is switched off. An admin can enable Objectives & KPIs in Settings > Modules.
• "No KPIs defined yet" or "No objectives for ". Nothing exists yet for the selected year. Add them, and check the year selector: objectives added under the wrong year will not show.
• The save button does nothing. Name (KPI) or Objective statement is required, and an objective's weight must be greater than 0.
• A KPI shows "No target". Set a Year-end target in the KPI dialog, and enter at least one month of data. Both are needed for a rating.
• The overall evaluation card is missing. No objective has a measurable linked KPI yet. Link KPIs to objectives, give them year-end targets, and enter data.
• A KPI does not affect any objective's evaluation. It is "Not linked". Edit the KPI and pick an objective.
• The rating looks inverted. Check the Direction. "Lower is better" turns green below the target; "Higher is better" turns green above it.
• Non-numeric target or data values are ignored. Fields that do not parse as numbers are saved as empty. Enter plain numbers without units.
• Management review shows no objectives. The review pulls objectives for the review date's year. Add objectives under that year here, then reopen the review's Objectives tab. See Management reviews.
• A save fails with a permission error. Your session may have expired or your membership is inactive. Sign in again or ask an admin to check your membership in Settings.