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KPI & IPF Library

Audience: Strategy Manager, Admin, Team Leads
Page Type: How-To Guide
Phase: Cross-Phase
Duration: Initial setup 1–2 hours; ongoing as needed

What is the KPI & IPF Library?​

The KPI & IPF Library is the organization-wide catalog of standardized performance metrics that can be reused across OKRs, BSC objectives, Strategic Themes, and Product Scorecards.

KPI vs. IPF​

TermFull NameWhat it measures
KPIKey Performance IndicatorA critical business metric with a measurable outcome (e.g., Monthly Revenue, Customer NPS, Churn Rate)
IPFInput/Process FactorA leading indicator or driver metric that influences KPIs (e.g., # Sales Calls, Training Hours, Website Visits)

The distinction matters because:

  • KPIs tell you what results you achieved
  • IPFs tell you if you're doing the right activities to achieve those results

Why a Shared Library?​

Without a shared library, organizations end up with:

  • Duplicate metrics with different names (e.g., "Revenue" vs. "Net Revenue" vs. "Sales Revenue" — are they the same?)
  • Inconsistent measurement methods
  • No baseline benchmarks

The library ensures one definition, one measurement method, one owner per metric across the organization.

Browsing the Library​

  1. Go to Library → KPI / IPF
  2. Browse the catalog:

Filter Options​

FilterDescription
TypeKPI / IPF
CategoryFinancial, Customer, Operations, HR, etc.
UnitFilter by organizational unit
StatusActive / Draft / Deprecated

Use the search bar to find metrics by name, category, or keyword.

Creating a New KPI/IPF​

  1. From the library, click + New KPI or + New IPF
  2. Fill in:
FieldRequiredDescription
NameYesClear, unambiguous metric name
TypeYesKPI or IPF
CategoryYesFinancial / Customer / Process / HR / Technology / etc.
DefinitionYesPrecise definition of what this metric measures
Unit of MeasureYes%, number, €/$, days, hours, score, etc.
Calculation MethodRecommendedHow is this value calculated? (e.g., "Sum of all invoiced amounts in the period")
Measurement FrequencyYesWeekly / Monthly / Quarterly / Annual
Data SourceRecommendedWhere does the data come from? (CRM, ERP, manual entry, etc.)
OwnerRecommendedWho is responsible for this metric
BenchmarkOptionalIndustry standard or internal target range
StatusYesActive / Draft
  1. Click Save

Using Library KPIs in OKRs and BSC​

Once a KPI/IPF exists in the library, it can be assigned to:

OKR Key Results​

  1. When creating a Key Result, click Select from Library
  2. Search for the KPI
  3. The Key Result inherits the definition, unit of measure, and measurement frequency from the library entry

BSC Objectives​

  1. In the BSC objective form, click + Add KPI
  2. Select From Library
  3. The KPI is linked with all metadata preserved

Product Scorecard​

  1. From the scorecard, click + Add KPI
  2. Select From Library

IPF → KPI Relationships​

You can define relationships between IPFs and KPIs to show causality:

  1. Open a KPI in the library
  2. Click the Drivers tab
  3. Click + Link IPF
  4. Select IPFs that are known to influence this KPI

Example:

IPF: # Discovery Calls Made  →  KPI: Monthly New ARR
IPF: NPS Score (12-month)    →  KPI: Annual Customer Churn Rate

This helps teams understand that improving a KPI requires moving specific IPFs.

Standardizing Library Metrics​

Governance recommendations:

  • One owner per metric — the owner is responsible for ensuring the definition stays accurate and data quality is maintained
  • Naming convention — use consistent patterns (e.g., "% [Metric Name]" for percentages, "[Metric Name] (#)" for counts)
  • Deprecate, don't delete — when a metric is no longer used, mark it Deprecated so historical data is preserved
  • Review library annually — remove outdated metrics, add new ones aligned with current strategy

See also​