KPIs

How-to guide to submitting KPIs in Pulse.

Importance of Tracking KPIs in Pulse

Pulse is the single source of truth for company information and performance. Centralizing KPI data in Pulse provides consistent, high-quality inputs, and unlocks downstream tools like automations and benchmarking across OCV companies.

As a reminder, Pulse is only collecting KPI data. The OH agenda doc is the home for everything else - commentary on goal performance, growth plan, and open discussion topics - and founders maintain those sections directly in the doc each week.

This guide walks through the submission process. Reach out to OCV Ops with any questions or feedback.

The Process

1. Watch for your Slack notifications. Each week, you'll get a Slack notification ahead of office hours linking directly to the weekly view in Pulse. Once a month, you'll also get a notification for monthly KPIs that links to the monthly view.

   1. Note: if your company is pre-traction (not yet generating users or revenue), you won't receive weekly notifications until there are metrics to track - leaving these blank intentionally signals to OCV that the company is still pre-traction.

2. Submit your weekly KPIs. On the weekly view, your tracked KPIs will be listed for you to fill in:

   1. Last week's target: prepopulated from your prior submission

   2. Last week's performance: what you actually hit

   3. Next week's goal: what you're committing to this week

3. Submit your monthly KPIs (first week of the month). The monthly view follows the same flow as weekly - last month's target prepopulated, this month's performance, and next month's goal.

4. Maintaining your OH agenda doc. Pulse submissions will push automatically to the Reporting Dashboard at the top of the OH agenda doc. Everything else in the agenda body (commentary on goal performance, growth plan, open discussion, etc.) still gets added directly in the doc each week by founders. Pulse is just collecting the data; the doc remains the meeting agenda.

To Note: Tracked KPIs are preselected by OCV based on what a company has been reporting in OH. OCV Ops will monitor these and update as needed, but founders can also update them anytime by clicking 'Edit tracked KPIs' in the KPI section of Pulse.