Articles on: Performance

Objective Tracker

🎯 Objective Tracker

"Define, measure, and track progress with KPIs and OKRs."
Ensure your information security, quality, and organizational objectives are measurable and continuously improving.


The Objective Tracker lets you create, monitor, and evaluate Key Performance Indicators (KPIs) and Objectives & Key Results (OKRs).


Each KPI is treated as a dedicated document type, ensuring traceability, version control, and consistent measurement.



1️⃣ Creating a KPI


To create a KPI:

  • Click NEW and filter on KPI.



Fill in the following fields:


  1. Unique Identifier – By default it looks like (KPI-0x) but you can customize it.
  2. Title – Name of the KPI.
  3. Document Properties – For example, assign an Owner linked to an Employee, Consultant, or Role & Responsibility document. We recommend the latter so you don't have to think about updating it in case someone in the company leaves and is replaced.
  4. Template – Use the KPI template to describe objective, purpose, and measurement method.


Choose whether to:

  1. Add the KPI document to a checklist in the Workbench.
  2. Create the KPI document standalone.



2️⃣ Doing KPI Readings


Any document can have KPI readings, giving you full flexibility.


Before you do an actual KPI reading on a document, it is just a document. Only as soon as a first KPI reading has been done, it will be represented on the KPI menu and tracked in time.


To add a KPI reading:

  • Click the three dots next to the document.



Complete the KPI Reading form:

  1. KPI Type – Unit, Financial, Percentage, or custom type.
  2. Methodology – Guidance for performing the reading.
  3. Measurements – Input values for calculation.
  4. Calculated Result – Automatically derived from the measurements.
  5. Justification/Evidence – Add notes or screenshots.
  6. Target Value – The defined goal.
  7. Document Properties – Auto-filled where possible.
  8. No Reading Possible – Record why, if applicable.
  9. Click Add KPI Reading.


📌 Info: Each risk reading creates a new document that represents the reading and evidences in the same folder as where the document of the risk is residing. This also allows you to "archive" or modify the details of a wrong risk readings



3️⃣ KPI Evolution


Track performance over time in the KPI tab of each document.



Features include:

  1. Go to the KPI tab
  2. Select KPI type if multiple exist.
  3. View trendlines of readings over time.
  4. Compare actuals against the target line (green).
  5. Add new readings directly.



4️⃣ KPI Overview


The KPI Menu consolidates all KPI readings from documents in the current folder and its subfolders.



  1. Open the KPI module to see all KPIs in the folder and subfolders.
  2. See the document name linked to the KPI.
  3. View KPI type
  4. View KPI type description.
  5. View targets
  6. View last readings.
  7. View last readings' date
  8. Compare trend compared to previous reading.
  9. Review linked document properties.


📌 Tip: Click any KPI name to open its document, view history, or add a new reading.



5️⃣ Best Practices


  • 📐 Define SMART KPIs – Specific, Measurable, Achievable, Relevant, Time-bound.
  • 🧾 Document the methodology so readings remain consistent across users.
  • 🔄 Update target values periodically to reflect changing organizational priorities.
  • 🗂 Group KPIs by process or objective for easier tracking.
  • 📊 Use the KPI module during management reviews to guide discussions.



🎯 Visual Checklist


  • [x] KPI created with unique identifier
  • [x] Document properties linked (e.g., Owner)
  • [x] Target value defined
  • [ ] Regular KPI readings recorded
  • [ ] Trend analysis reviewed in KPI tab
  • [ ] KPI overview used in management review


Updated on: 03/09/2025

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