Track KPI's in Airtable

Forum|Forum|1 year ago
March 21, 2024
2 replies
438 views

Bleecks
New Participant

I am setting up a KPI tracking sheet for our business but I'm stuck on how to create the layout for data input.

Situation: I have KPI's I want to track on a yearly /quarterly / monthly / weekly base --> so each KPI has need of different columns for data input (months / weeks / ...), how can I make a clear overview? Or should i make different tabs depending on the date range for input?

Also some KPI's are numbers, some are percentages,.. so i cannot make 1 column for data input. Should i make different columns fe 'KPI number' , 'KPI percentage' and then leave open some columns which are not relevant? I feel there are better options but I just recently started using Airtable so would love to hear from some more experienced users 🙂

G

+4

Glen_Bayless
Participating Frequently
Forum|Forum|1 year ago
May 7, 2024

Editing to complete response:

Layout: Hard to answer, I'm visual so I just throw a bunch of configurations at the wall until I see something I like. Your description doesn't leave me with a way to confidently speak to this by itself. Do you have a base you can share to help direct you in some way?

Additional.
I would create an additional formula column that pulls the value you want using an if statement based on what has a value in it. I've done this is my own interfaces and it's worked out quite well.