How to set up a KPI ledger with minimum targets
The Measurement Crew keeps a KPI ledger: each metric with its minimum target, trigger level, cadence and data source, checked every period against the actual value.
Measurement Crew
When you need this
The engagement has goals on a slide, but nobody checks each period whether the numbers cleared the line you agreed.
How the crew does it
Agree the metrics and minimums
You
You agree which KPIs matter, the minimum each must hold, the level that counts as a win, and how often it is checked.
Set up the ledger
Measurement Crew
Echo creates one definition per KPI with its minimum target, trigger level, cadence, data source and the step to take if it falls short.
Record each period's value
Measurement Crew
Values come from connected tools, or from a manual entry when the source is not connected.
Evaluate against the targets
Measurement Crew
Each entry is marked as meeting or missing its minimum and its trigger, with recent history alongside.
Approve any definition change
You
Minimums and triggers are agreed terms. Changing a metric definition waits for your approval.
What waits for you
The KPI list, each minimum and trigger, and any later change to how a metric is defined.
Connect
google_analytics, search_console, CRM, Spreadsheet or CSV
Measured by
Each KPI's recorded value against its minimum target and trigger, period by period.
Limits
The ledger reports against agreed targets; it does not set them for you or change them on its own. KPIs without a connected source need a manual entry.