KPI Fire How To

Log in
www.kpifire.com > sign in (on the top right) > enter your username and password

Goals - strategic initiatives that track the status of work getting done
New Idea - where new ideas are submitted
Idea Funnel - a folder that captures all new ideas that are submitted
Projects - where projects are listed and can be view/edited as well as their tasks
Metrics - quantifiable measurements that can be associated with Goals and Projects

How to create a goal

1. Click Goals tab
2. Make sure youre in the department that youd like to create a goal in
3. Click Edit Mode

4. Click Create New Goal

5. Enter name and click Create
6. Leave Edit Mode
How to create a project

1. Click Projects
2. Make sure youre in the department where the project should be created
3. Click Tile View

4. Click Edit Mode

5. Click New Project
6. Enter name and click Create

7. Click Expand

8. Fill out any needed information on the charter page (these fields arent required)
9. Set the target Completion Date.
 10. Click Activate

11. Workflows are phases and tasks within a project. Select from a pre-built workflow
template or click Start a New Workflow
12. Click Activate

Once youve activated a new project youll see additional tabs on the project:

Charter - Where projects target completion date is set and information regarding the project is
entered/viewed
Team - Where team members can be added to the project
Workflow - Within a project, heres where you see what work needs to be done, whos assigned
to which task, as well as the status of the task.
-Lets say you just completed a task, to change the status your task click To Do/Doing/Done.
-There are a few different filter views - this would be used if for example you just wanted to view
your tasks on this project.

Timeline - Gantt chart view of the Workflow

Files - Where files important to the overall project can be uploaded and shared
Messages - Where a conversation specific to the project can be viewed/updated
Linked Metrics - Where metrics that are linked to this project can be viewed and edited
Linked Goals - Where goals that are linked to this project can be viewed and edited

What is an easy way to see the projects and tasks Im working on?

Click on your profile view icon (upper right, see picture below).

My Projects - you can toggle through all the projects you are working on, when you click View
Tasks for one of the projects, those tasks will show up in My Tasks

My Tasks - these are your tasks in regards to the selected project. When you click on the task
name it will take you to the project and that task.
How to enter metric data
1. Click on Metrics, then the icon in the upper right of the metric tile.

2. Click on the Data tab

3. Set up data parameters at the top, and then enter your data target zones, then actuals.
Your data can also be integrated with other systems that currently have data.