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Insights & KPIs

What KPIs Are

What a KPI is, the categories and chart types GreenVee offers, and how to add KPI widgets to a Scoreboard.

A KPI is a single named metric that summarizes something about a project, program, portfolio, or the whole organization — a count, a percentage, a money value, a ratio, a number of days or hours. Examples you’ll find in GreenVee include:

  • Task Completion Rate — the percentage of a project’s tasks that are done
  • Budget Variance — planned budget minus actual cost
  • Project Profit — earnings minus actual costs, also available as a monthly trend
  • Project ROI — return on the actual costs spent
  • Risk Exposure — the monetary value of identified risks, weighted by likelihood
  • Gate Completion Rate — the share of quality gates that have passed

Most KPIs are built from smaller pieces underneath — for example, Task Completion Rate is completed tasks divided by total tasks. You don’t need to manage those building blocks yourself; GreenVee combines them into the single figure you see on the KPI’s card or chart.

Every KPI belongs to one category, which groups related metrics together when you’re browsing the KPI list to add to a Scoreboard:

Category What it’s about Example KPI
Process Progress through tasks, tickets, milestones, gates, and segments Task Completion Rate
Budget Planned vs. actual spending Budget Variance
Economic Benefit Profit, revenue, and return Project Profit, Project ROI
Resource Effort, utilization, and availability of people and equipment Estimated Effort (h)
Quality Quality gate outcomes Quality Gate Pass Rate
Strategy Organization-wide strategic health Failed Projects Share
Risk Identified risks and chances, and their monetary impact Risk Exposure (€)

When you add a KPI to a Scoreboard, you pick which chart form to display it as. Not every KPI supports every form — each one offers whichever forms make sense for its data:

Chart form What it shows
Single value One number — the current value, optionally with a small trend indicator
Gauge The value plotted against a defined min/max range, like a dial
Line A trend over time (e.g. Project Profit by month)
Bar Values compared side by side (e.g. cost per project in a program)
Pie A breakdown of a total into shares (e.g. cost by category)
Treemap A breakdown shown as nested, size-proportional blocks

Units follow the KPI itself: counts, percentages, money amounts, days, hours, or ratios.

KPIs are scoped to the level of the Scoreboard they’re viewed on:

  • Project-level KPIs describe a single project (Task Completion Rate, Project Profit, Budget Variance, …).
  • Program-level KPIs roll up all the projects in a program (Program Profit, Program Open Tasks, …).
  • Portfolio-level KPIs roll up everything in a portfolio (Portfolio Order Volume, Portfolio Risk Exposure, …).
  • Organization-level KPIs roll up across every portfolio in the tenant (Org Profit, Project Count, Failed Projects Share, …).

A rollup KPI (program, portfolio, or organization level) is a genuine live aggregate of the levels below it — not a separate number you maintain by hand.

On any Scoreboard:

  1. Click the add widget button and pick a KPI from the list (grouped by category) and the chart form you want.
  2. A preview of the widget appears before you confirm — click Create to add it to the grid.
  3. Use Edit Layout to drag widgets around, and the resize control to change a widget’s size.

Your widget layout is personal and is remembered the next time you open that Scoreboard.