KPI Tracker
DemoSet quarterly targets in one screen. Update by voice in thirty seconds. A coach per update proposes actions and names the owner.
The problem.
Quarterly targets die in week three.
Everyone sets quarterly KPIs. Almost no one tracks them weekly. By the time the quarter ends, no one remembers why something slipped or who owned the blocker.
We built a loop: set the quarter, update by voice in thirty seconds, get a coach that proposes actions. Two views — leader and portfolio — so nothing hides.
What it does.
Set the quarter in one screen
KPIs, owners, targets and milestones in a single view.
- Quarterly cadence with weekly check-ins
- Owner and blocker named per KPI
- RAG health history over time
Update by voice in thirty seconds
No forms. Speak your update and the system transcribes, parses and files it.
- Voice-to-structured-update
- Auto-parsed status and blockers
- 30-second weekly habit
A coach per update
An agent that reads the update and proposes actions, escalations and follow-ups.
- Contextual action suggestions
- Blocker escalation prompts
- Pattern recognition across weeks
Two views: leader and portfolio
A company-level view and a portfolio-level view so nothing hides at either altitude.
- Leader view: my company, my KPIs
- Portfolio view: all companies, cross-cut
- Drill from portfolio to individual update
Under the hood.
Public data, called live. Every card cites its source and date.
Executive Execution & Governance Deliverables
Weekly voice updates paired with contextual AI action proposals and blocker escalations.
30-Second Voice-to-Structured Update
Automated parsing of spoken progress, quantitative milestones, and named blocker owners.
AI Strategy Coach Action Proposals
Contextual next-step recommendations and pattern recognition across quarterly cadence.
Portfolio Roll-Up & Health Radar
Multi-company cross-cutting dashboard for leadership, family offices, and fund managers.
Where it sits.
One of the six stages.
Experience KPI Tracker with our engineering team.
For Capital Partners
We will run one of your candidate sites or asset portfolios live on a call with our team.
For Operators & Developers
Explore modules on demo data without logging in. Test live parameters and workflows.