Forum Discussion
Best practice for permanent KPI tracking in Viva Goals
Hello,
We adopted OKR and Viva Goals for annual and quartely objective tracking.
However, we would like to integrate our general/permanent KPIs into Viva Goals (KPIs that may or may not curently be tied to an OKR).
I saw the feature allowing a Key Result to be pinned to the KPI dashboard, not all my KPIs already exist as a Key Result, or maybe the Key Result is for a specific period (quartely) and the KPI is permanent/annuel. Also I need a view of my KPI for "all company" and the "pin to KPI" doesn't work for multi-teams views.
How is everyone managing company-wide, permanant KPI/scorecard ?
I tested creating an objective named "Permanent KPIs" within the root "company" team, and KPI under it as Key Results, but this feels/looks a bit weird.
I also tested setting the root "company" team as an additionnal owner of Key Results located elsewhere in Viva Goals, so they appear with the "company" view.
- aarushiarora
Microsoft
Hi ArthurOpenhost, thank you for your question!
For your use case, you can leverage the KPI widget within dashboards. This widget is particularly useful when you have all stakeholders looking to get insights, as it offers a quick overview of the key metrics that matter to them, including their progress over time.
You can navigate to your company's OKRs page -> Dashboards tab and either create a new dashboard or leverage the existing company dashboard to add a new widget called 'KPI List'. While configuring this widget, you can apply filters and display information as needed.
- This is useful for data visualization, thank you.
However, I'm still looking for feedback on how other companies "store" KPIs within Viva Goals.
Specifically, KPIs that are not (currently) tied to an OKR.
For example, a Key Result (KPI) can only be created under an objective: do people create an objective named "KPIs" and create KPIs as Key Results under it?- aarushiaroraThank you for additional context.
Since KPIs can only be tied to a key result, we have seen other organizations usually group the KPIs under an objective and provide that objective with a logical name for the group of such KPIs. Example, there can be several categories of KPIs (created as key results) grouped under different objectives called - Strategic KPIs, Operations, Business critical, etc.
