KPIs Overview Video
Getting Started with KPIs
KPIs, or Key Performance Indicators, are how you measure success over time. In Wave, KPIs help you track your most important metrics automatically so you can see how your business is performing at a glance.
Every great company relies on data to stay focused and accountable. KPIs in Wave make that process simple. You can connect data from integrated tools, set clear goals, and review progress each month without manual updates or disconnected spreadsheets.
When your team knows what to measure and can see the results clearly, everyone understands what matters most. KPIs bring that visibility to life.
How KPIs Work
Inside Wave, KPIs are organized by category and time period to give you a clear view of performance across the business. Each KPI includes:
Title and description to define what is being measured
Goal value to represent success
Actual value automatically pulled from integrations or manual input
Status indicator to show whether you are on track, at risk, or off track
You can connect your KPIs to integrated tools such as your CRM, accounting, or analytics platforms. Once connected, data updates automatically each month, saving time and ensuring accuracy.
Best Practices for Using KPIs
To get the most value from KPIs, follow these best practices:
Focus on what matters. Limit KPIs to the key metrics that truly reflect progress toward your goals.
Set clear targets. Define specific, measurable goals so everyone knows what success looks like.
Automate when possible. Connect KPIs to integrations so your data updates automatically and stays accurate.
Review monthly. Use KPIs in your reporting rhythm to identify trends and make adjustments early.
Take action. Use KPI insights to guide meetings, projects, and team priorities. Numbers should always lead to action.
Why KPIs Matter
KPIs turn data into direction. They show whether your efforts are producing results and help you focus on what drives growth.
By tracking KPIs consistently, your team can identify strengths, fix weaknesses, and make confident decisions faster. Wave makes this easy by combining automated tracking, clear visuals, and connected insights all in one place.
Start setting up your KPIs today and turn your data into a powerful tool for continuous improvement and clarity.