diff --git a/src/config/helpCenter.js b/src/config/helpCenter.js
index c478b17..d9065a4 100644
--- a/src/config/helpCenter.js
+++ b/src/config/helpCenter.js
@@ -364,6 +364,25 @@ export default function helpCenterSidebar() {
},
],
},
+ {
+ label: "KPIs",
+ items: [
+ { label: "Introduction to KPIs", link: "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/help/intro-to-kpis" },
+ { label: "Create a KPI", link: "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/help/create-kpi" },
+ { label: "Log a KPI update", link: "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/help/log-kpi-update" },
+ { label: "Edit a KPI", link: "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/help/edit-kpi" },
+ { label: "Annotate a KPI chart", link: "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/help/annotate-kpi-chart" },
+ {
+ label: "Edit or delete a KPI update",
+ link: "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/help/edit-kpi-update",
+ },
+ {
+ label: "Comment on a KPI update",
+ link: "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/help/comment-on-kpi-update",
+ },
+ { label: "Delete a KPI", link: "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/help/delete-kpi" },
+ ],
+ },
{
label: "Kanban board",
items: [
diff --git a/src/content/docs/help/annotate-kpi-chart.mdx b/src/content/docs/help/annotate-kpi-chart.mdx
new file mode 100644
index 0000000..fa03f51
--- /dev/null
+++ b/src/content/docs/help/annotate-kpi-chart.mdx
@@ -0,0 +1,40 @@
+---
+title: "Annotate a KPI chart"
+description: "Mark a date on a KPI chart with an event that helps explain the numbers."
+---
+
+import { Steps, Aside } from '@astrojs/starlight/components';
+
+Annotations are dated markers on the KPI chart, such as a launch or a pricing change. They are not logged values. Clicking a marker opens it so you can edit or delete it.
+
+## How to get there
+
+Open a KPI. On the chart, click **Add annotation**, or click an existing marker on the chart.
+
+## Add an annotation
+
+
+1. Open the KPI.
+2. Click **Add annotation**.
+3. In the **Add annotation** dialog, set **Date** and **Title** (placeholder: "e.g. Launched enterprise plan"). Title is limited to 80 characters.
+4. Click **Add annotation**.
+
+
+The dialog explains that an annotation marks a date on the chart with something that happened, so the numbers are easier to explain later.
+
+## Edit or delete an annotation
+
+
+1. Open the KPI.
+2. Click the annotation marker on the chart.
+3. In **Edit annotation**, change **Date** or **Title**, then click **Save annotation**.
+4. To remove it, click **Delete annotation**.
+
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space. Without it, **Add annotation** is hidden and markers are not clickable to edit.
+
+
diff --git a/src/content/docs/help/comment-on-kpi-update.mdx b/src/content/docs/help/comment-on-kpi-update.mdx
new file mode 100644
index 0000000..77f4952
--- /dev/null
+++ b/src/content/docs/help/comment-on-kpi-update.mdx
@@ -0,0 +1,29 @@
+---
+title: "Comment on a KPI update"
+description: "Discuss a logged KPI value in a comments panel on that update."
+---
+
+import { Steps } from '@astrojs/starlight/components';
+
+Each recorded update can have comments. You can also add a first comment when you [log an update](/help/log-kpi-update) using **Note (optional)**.
+
+## How to get there
+
+Open the KPI → **Recorded updates** → click the comments control on the row (speech bubble; shows a count when there are comments).
+
+## Comment on an update
+
+
+1. Open the KPI and scroll to **Recorded updates**.
+2. Click the comments control on the row. The panel title area shows the KPI name, the logged value, and **Logged by** the person and date.
+3. Write and post your comment in the slide-in panel.
+4. Close the panel when you are done.
+
+
+If you have no comment permission and the update has no comments yet, the comments control is not shown. If comments already exist, you can still see the count.
+
+## Who can do this
+
+You need **Comment Access**, **Edit Access**, or **Full Access** on the space to post comments. [Space access control](/help/space-access-control) explains the levels.
+
+People subscribed to the KPI can be notified about new comments. Subscribe from the KPI sidebar **Notifications**. See [Edit a KPI](/help/edit-kpi).
diff --git a/src/content/docs/help/create-kpi.mdx b/src/content/docs/help/create-kpi.mdx
new file mode 100644
index 0000000..1048534
--- /dev/null
+++ b/src/content/docs/help/create-kpi.mdx
@@ -0,0 +1,39 @@
+---
+title: "Create a KPI"
+description: "Learn how to add a KPI to a space so the team can track a metric over time."
+---
+
+import { Steps, Aside } from '@astrojs/starlight/components';
+
+Create a KPI when a space needs a standing metric to watch, such as monthly revenue or NPS. After you create it, you land on the KPI list and can [log the first update](/help/log-kpi-update) from the KPI's page.
+
+## How to get there
+
+- Space home → **KPIs** tool card → **New KPI** in the page header
+- Empty KPI list → **Add the first KPI**
+- Space home empty **KPIs** card → **Track a KPI** (opens the same KPI list, where you can create)
+
+## Create a KPI
+
+
+1. Open the space and click the **KPIs** tool card.
+2. Click **New KPI** (or **Add the first KPI** if the list is empty).
+3. In the **New KPI** dialog, fill in the fields:
+ - **Name** (required), for example "Monthly Recurring Revenue"
+ - **Unit** (required), for example USD, %, or users
+ - **Cadence**: **Weekly** or **Monthly** (defaults to **Monthly**)
+ - **Champion**: optional; you can leave **No champion**
+4. Click **Create KPI**.
+
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space. The **New KPI** button is hidden if you can only view or comment.
+
+## Edge cases
+
+
+
+After the KPI exists, you can [edit its name, description, champion, cadence, and unit](/help/edit-kpi) on its page.
diff --git a/src/content/docs/help/delete-kpi.mdx b/src/content/docs/help/delete-kpi.mdx
new file mode 100644
index 0000000..b875128
--- /dev/null
+++ b/src/content/docs/help/delete-kpi.mdx
@@ -0,0 +1,31 @@
+---
+title: "Delete a KPI"
+description: "Permanently remove a KPI and all of its recorded updates from a space."
+---
+
+import { Steps, Aside } from '@astrojs/starlight/components';
+
+Deleting a KPI removes the metric and every logged value. Use this when the space should no longer track that number.
+
+## How to get there
+
+Open the KPI → sidebar **Actions** → **Delete**.
+
+## Delete a KPI
+
+
+1. Open the KPI.
+2. In the sidebar **Actions** list, click **Delete**.
+3. The dialog title is **Delete** followed by the KPI name. Read the warning: **This action cannot be undone**. The description says deleting the KPI "permanently removes the KPI and all of its recorded updates."
+4. Click **Delete forever**, or **Cancel** to keep the KPI.
+
+
+After a successful delete you return to the space **KPIs** list.
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space. **Delete** is hidden otherwise.
+
+
diff --git a/src/content/docs/help/edit-kpi-update.mdx b/src/content/docs/help/edit-kpi-update.mdx
new file mode 100644
index 0000000..28cc7f0
--- /dev/null
+++ b/src/content/docs/help/edit-kpi-update.mdx
@@ -0,0 +1,44 @@
+---
+title: "Edit or delete a KPI update"
+description: "Correct or remove a value you already logged on a KPI."
+---
+
+import { Steps, Aside } from '@astrojs/starlight/components';
+
+If a logged number or date is wrong, you can edit it. The previous number stays visible on that update. If the update should not exist, you can delete it.
+
+## How to get there
+
+Open the KPI → **Recorded updates** → open the row's **Update options** menu (the ⋮ control).
+
+## Edit a logged value
+
+
+1. Open the KPI and scroll to **Recorded updates**.
+2. On the row, open **Update options** and click **Edit**.
+3. In the **Edit update** dialog (its title includes the KPI name), change **Value**, **Date**, or both.
+4. Click **Save changes**.
+
+
+The dialog says you are correcting the value recorded on that date, and that "The previous number stays visible on this update."
+
+After an edit, the row can show **Edited**. Click **Edited** to see **Previous values**, including who replaced the number and when ("Replaced by … on …").
+
+## Delete a logged value
+
+
+1. Open the KPI and scroll to **Recorded updates**.
+2. On the row, open **Update options** and click **Delete**.
+3. Confirm **Delete this update?** The message names the value and date, for example that it "will be permanently removed."
+4. Click **Delete update**, or **Keep update** to cancel.
+
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space. Without it, the **Update options** menu is hidden.
+
+
+
+To discuss a value without changing it, [comment on the update](/help/comment-on-kpi-update).
diff --git a/src/content/docs/help/edit-kpi.mdx b/src/content/docs/help/edit-kpi.mdx
new file mode 100644
index 0000000..c7bc878
--- /dev/null
+++ b/src/content/docs/help/edit-kpi.mdx
@@ -0,0 +1,40 @@
+---
+title: "Edit a KPI"
+description: "Change a KPI's name, description, champion, cadence, unit, and notification subscription."
+---
+
+import { Steps } from '@astrojs/starlight/components';
+
+KPI settings live on the KPI's own page. Name and description are in the main column. Champion, cadence, unit, and notifications are in the sidebar.
+
+## How to get there
+
+Space home → **KPIs** → click the KPI row.
+
+## What you can change
+
+
+1. Open the KPI.
+2. Click the **name** at the top to rename it.
+3. In **Description**, click **Add a description...** (or the existing text) to edit. Placeholder while editing: "Describe this KPI..."
+4. In the sidebar:
+ - **Champion**: search and pick a person, or leave it as **No champion**
+ - **Cadence**: click the current value and choose **Weekly** or **Monthly**
+ - **Unit**: click the unit text to change it (for example USD, %, users)
+ - **Notifications**: click **Subscribe** or **Unsubscribe**. The text below the button says whether you are receiving notifications from this KPI.
+5. Under **Actions**, click **Copy URL** to copy the KPI page link. A toast confirms that the URL was copied.
+
+
+Changes to name, champion, cadence, and unit save as you edit. Description saves when you finish editing that field.
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space. Without it, name, description, champion, cadence, and unit are read-only. **Copy URL** is still available.
+
+Champion search is limited to people in the space.
+
+## Related
+
+- [Log a KPI update](/help/log-kpi-update)
+- [Annotate a KPI chart](/help/annotate-kpi-chart)
+- [Delete a KPI](/help/delete-kpi)
diff --git a/src/content/docs/help/features-overview.md b/src/content/docs/help/features-overview.md
index 1be5caf..d5b708c 100644
--- a/src/content/docs/help/features-overview.md
+++ b/src/content/docs/help/features-overview.md
@@ -37,6 +37,7 @@ Make better decisions with AI-powered insights and recommendations based on your
Give functions and departments their own home where all their work lives together.
- Keep goals, projects, and documents organized by department or team
+- Track [KPIs](/help/intro-to-kpis) for the numbers each space cares about
- Add files and documentation that teams reference frequently
- Give teams autonomy while maintaining company-wide visibility
- Control access and sharing for sensitive information
diff --git a/src/content/docs/help/intro-to-kpis.mdx b/src/content/docs/help/intro-to-kpis.mdx
new file mode 100644
index 0000000..d23b2e3
--- /dev/null
+++ b/src/content/docs/help/intro-to-kpis.mdx
@@ -0,0 +1,49 @@
+---
+title: "Introduction to KPIs"
+description: "Learn how KPIs in Operately help a space track the numbers it cares about over time."
+---
+
+import { Aside } from '@astrojs/starlight/components';
+
+KPIs (key performance indicators) are the numbers a [space](/help/intro-to-spaces) tracks on a regular cadence. Each KPI has a name, a unit, a weekly or monthly cadence, and an optional champion. Over time you [log updates](/help/log-kpi-update) so the chart and history show how the metric is moving.
+
+Unlike [goal targets](/help/add-targets-to-goal), a KPI is not tied to a start value and a target value. It is a standing metric for the space: revenue, NPS, uptime, or whatever that team watches.
+
+## What you can do
+
+- See every KPI for a space in one list, with champion, sparkline history, and latest value
+- [Create a KPI](/help/create-kpi) and [edit its settings](/help/edit-kpi) on its own page
+- [Log updates](/help/log-kpi-update), then [correct or remove](/help/edit-kpi-update) a value you already logged
+- [Annotate the chart](/help/annotate-kpi-chart) with dated events and [comment on an update](/help/comment-on-kpi-update)
+- [Delete a KPI](/help/delete-kpi) the space no longer tracks
+
+## How to get there
+
+- Open a space. On the space home, click the **KPIs** tool card.
+- From the KPI list, click a row to open that KPI's page. The breadcrumb **KPIs** takes you back to the list.
+
+If you do not see **KPIs** on the space home, a space manager can turn the tool on under **Configure tools**. See [Space tools](/help/space-tools).
+
+## The KPI list
+
+The list is titled **KPIs**. Columns are **KPI**, **Champion**, **History**, and **Latest value**.
+
+- A KPI with no logged values shows **No data**.
+- A champion who has not been set shows **Unassigned**.
+- When the space has no KPIs yet, you see **No KPIs yet** and the line "Track key metrics for this space and record updates over time." People who can edit the space also see **Add the first KPI**.
+
+The space home **KPIs** card lists up to seven KPIs with their latest value and sparkline. With no KPIs yet, the card explains: "Track the numbers this space cares about and log updates on a weekly or monthly cadence." People who can edit the space see **Track a KPI**.
+
+## The KPI page
+
+The KPI name leads the page. Below it you can add a **Description**. The chart shows history and the current reading (for example **as of** a date). Next to the chart, people who can edit the space see **Add annotation** and **Log update**. Below the chart, **Recorded updates** lists each value by **Date**, **Recorded by**, **Value**, and **Comments**.
+
+The sidebar has **Champion**, **Cadence**, **Unit**, **Notifications**, and **Actions** (**Copy URL** and **Delete**).
+
+## Cadence and Review
+
+Each KPI uses **Weekly** or **Monthly** cadence. If a KPI has a champion, that person gets a Review item **Log update for** the KPI name when the current period does not have a value yet. Weekly periods run Monday through Sunday. Monthly periods follow the calendar month. See [View your due actions](/help/review-due-actions).
+
+
diff --git a/src/content/docs/help/intro-to-spaces.mdx b/src/content/docs/help/intro-to-spaces.mdx
index d97afec..8d572b3 100644
--- a/src/content/docs/help/intro-to-spaces.mdx
+++ b/src/content/docs/help/intro-to-spaces.mdx
@@ -33,6 +33,7 @@ Every space includes:
- **Work Map**: Visualize goals and projects in a hierarchical view that shows how work connects and progresses
- **Discussions**: Share updates and have focused team conversations
- **Documents & Files**: Store and organize relevant documents and resources
+- **KPIs**: Track standing metrics for the team and log updates over time. See [Introduction to KPIs](/help/intro-to-kpis).
Each space has its own Work Map that shows the goals and projects specific to that team. You can see how work connects, track progress, and plan new initiatives all in one view. For a complete overview of how Work Maps work, see [Introduction to Work Maps](/help/work-map-overview).
@@ -58,5 +59,6 @@ Add people who actively work on your team's initiatives. They'll get notificatio
- Team discussions
- Important documents
- Project updates
+- KPI updates, if they subscribe or champion a [KPI](/help/intro-to-kpis)
diff --git a/src/content/docs/help/log-kpi-update.mdx b/src/content/docs/help/log-kpi-update.mdx
new file mode 100644
index 0000000..11e08f3
--- /dev/null
+++ b/src/content/docs/help/log-kpi-update.mdx
@@ -0,0 +1,40 @@
+---
+title: "Log a KPI update"
+description: "Record the current value of a KPI for today or another date."
+---
+
+import { Steps, Aside } from '@astrojs/starlight/components';
+
+Logging an update adds a point to the KPI chart and a row to **Recorded updates**. Log one KPI at a time.
+
+## How to get there
+
+- Open a KPI. Click **Log update** in the page header, or **Log update** on the chart.
+- Open **Review** in the top navigation. If you are the champion, look for **Log update for** followed by the KPI name under that space. That link opens the KPI page so you can log the update.
+
+## Log an update
+
+
+1. Open the KPI.
+2. Click **Log update**.
+3. In the **Log update** dialog (its title includes the KPI name), enter **Value** in the KPI's unit.
+4. By default the form logs for **today**. To backfill another day, click **Change date**, then pick a **Date**.
+5. Optionally add a **Note (optional)** (placeholder: "What's behind this number?"). The helper text says it is "Posted as the first comment on this update."
+6. Click **Record update**.
+
+
+The dialog reminds you of the unit and, if there is already history, the last recorded value. For the first update it says "This will be the first recorded value."
+
+## Who can do this
+
+You need **Edit Access** or **Full Access** on the space.
+
+KPI champions also see due items on [Review](/help/review-due-actions) when the current weekly or monthly period has no value yet. The assignment is due on the first day of the period and stays until you record an update.
+
+## Edge cases
+
+
+
+You can later [edit or delete a logged value](/help/edit-kpi-update).
diff --git a/src/content/docs/help/review-due-actions.mdx b/src/content/docs/help/review-due-actions.mdx
index 92c41b7..11ffc0c 100644
--- a/src/content/docs/help/review-due-actions.mdx
+++ b/src/content/docs/help/review-due-actions.mdx
@@ -8,7 +8,7 @@ import ImageEnhancer from '@/components/ImageEnhancer.astro';
-The Review page in Operately gives you a comprehensive view of everything that needs your attention. It brings together all your responsibilities in one convenient location, showing check-ins, reviews, due milestones, and tasks.
+The Review page in Operately gives you a comprehensive view of everything that needs your attention. It brings together all your responsibilities in one convenient location, showing check-ins, reviews, due milestones, tasks, and [KPI](/help/intro-to-kpis) updates you champion.
## Accessing the Review page
@@ -38,6 +38,7 @@ Under each resource, you'll see a list of specific items that need action. These
* **Retrospectives**: Goal and project retrospectives waiting for your acknowledgment.
* **Milestones**: Key project milestones that are due or overdue.
* **Tasks**: Specific tasks assigned to you that are due or overdue.
+* **KPI updates**: If you are the champion of a KPI, **Log update for** that KPI when the current week or month does not have a value yet. See [Log a KPI update](/help/log-kpi-update).
For each item, you'll see details like the due date and its current status (e.g., "Due today", "1 day overdue").
@@ -50,6 +51,6 @@ For each item, you'll see details like the due date and its current status (e.g.
## Managing your due actions
-* **Items automatically disappear**: Once you complete an action (submitting a check-in, acknowledging a review, or completing a task), the item will disappear from your list.
+* **Items automatically disappear**: Once you complete an action (submitting a check-in, acknowledging a review, completing a task, or logging a KPI update), the item will disappear from your list.
* **Goal is zero items**: The ideal state is to have no items in your Review list, indicating you've addressed all your responsibilities.
* **Daily email reminders**: Each morning, you'll receive an email digest summarizing all the items currently on your Review page. If you aren't receiving daily assignments emails, you may have to enable them: [notification settings](/help/disable-assignments-email).
diff --git a/src/content/docs/help/space-access-control.mdx b/src/content/docs/help/space-access-control.mdx
index 75b75d8..7383927 100644
--- a/src/content/docs/help/space-access-control.mdx
+++ b/src/content/docs/help/space-access-control.mdx
@@ -18,11 +18,11 @@ Users cannot see or access the space.
#### View Access
-Users can see the space and its accessible content, including documents, tasks, and non-secret goals and projects.
+Users can see the space and its accessible content, including documents, tasks, KPIs, and non-secret goals and projects.
#### Comment Access
-Includes View Access, plus commenting on tasks, discussions, documents, and other commentable resources.
+Includes View Access, plus commenting on tasks, discussions, documents, KPI updates, and other commentable resources.
#### Edit Access
@@ -34,6 +34,7 @@ Includes Comment Access, plus the ability to:
- Create projects
- Create goals
- Create documents, files and links
+- Create and manage KPIs, and log KPI updates
#### Full Access
diff --git a/src/content/docs/help/space-tools/index.mdx b/src/content/docs/help/space-tools/index.mdx
index 381cc8d..e8cba84 100644
--- a/src/content/docs/help/space-tools/index.mdx
+++ b/src/content/docs/help/space-tools/index.mdx
@@ -8,7 +8,7 @@ import ImageEnhancer from '@/components/ImageEnhancer.astro';
-Space admins can enable or disable the following tools for each space: Documents & Files, Discussions, Tasks, and Templates. This helps keep each space focused on the workflows that matter and hides sections your team does not use.
+Space admins can enable or disable the following tools for each space: Documents & Files, Discussions, Tasks, Templates, and KPIs. This helps keep each space focused on the workflows that matter and hides sections your team does not use.
## How to configure Space Tools
@@ -27,5 +27,6 @@ Space admins can enable or disable the following tools for each space: Documents
- **Discussions**: Post announcements, pitch ideas, and discuss ideas with your team.
- **Tasks**: Work together on tasks that don’t belong to a specific project.
- **Templates**: Save reusable project structures and use them for recurring work. See [Project templates](/help/project-templates).
+- **KPIs**: Track the numbers this space cares about and log updates on a weekly or monthly cadence. See [Introduction to KPIs](/help/intro-to-kpis).
By customizing the tools available in each space, you can create a cleaner, more relevant environment for your team.