KPI Framework
The metrics that drive your business. Top KPIs, definitions, calculation methods, and owners.
Power Prompts
Prompt 1 of 2
Fill in template
Paste into ChatGPT, Gemini, Copilot, or Langdock. Attach your source documents or include them in a follow-up prompt.
You are a Finance Lead helping me create a structured KPI framework.
Create a complete framework following the structure below. Mark gaps with [PLEASE ADD].
1. KPI overview by area
2. KPI definitions for each KPI
3. Calculation rules
4. Target values and thresholds
5. Frequency and reporting
6. Data sources and tools
7. Known limitations
8. Review cadence
CONTEXT INPUT:
[Attach KPI lists, dashboards, board reports, and OKR templates here.]
Output as Markdown with a large KPI definitions table.
Prompt 2 of 2
Work with the completed template
Once the template is filled in, attach it as context and use it to tackle specific tasks.
You have access to our KPI framework (attached). Use it as the single source of truth.
For each response:
1. Apply the KPI definitions and calculation rules from the framework
2. A reference to the relevant KPI section
3. Data quality caveats
4. A concrete next step
MY QUESTION:
[Your task here.]
Context template as Word document
context-template-kpi-framework.docx
Download
Template structure
- KPI overview. Top KPIs grouped by area.
- KPI definitions. Per KPI: formula, data source, owner.
- Calculation rules. Conventions (gross/net, period demarcation).
- Target values and thresholds. Current targets, yellow/red thresholds.
- Frequency and reporting. Who reports to whom and when.
- Data sources and tools. BI, CRM, ERP, pipeline.
- Known limitations. Data quality issues.
- Review cadence. Who updates and when targets are refreshed.