Project KPIs (Key Performance Indicators) are measurable values used to track how well a project is performing against its goals—things like timeline, budget, quality, and outcomes.
Think of them as the “health check” of a project.
By default, the Inspire Planner Project Key Performance Indicators (KPIs) include three (3) standard values - Green, Amber and Red. When a project is added to a Portfolio, these health indicators are displayed as icons.
Please Note:
Project KPIs (or health indicators) are manually managed by default and do not update automatically.
If you would like KPIs to adjust dynamically, you can configure a Flow in Salesforce to automate updates based on your organization’s definition of project health. For example, some organizations may prioritize budget performance, while others may focus on timelines or delivery milestones.
To implement this, you’ll first need to identify the key success factors that define project health in your organization and determine which Project fields track those values. From there, you can establish thresholds that dictate when and how KPI values should be updated.
For example, the “Days Overdue” field on the Project can be used to drive the Schedule KPI. You can design a Flow that monitors changes to this field and, based on defined thresholds, automatically updates the Schedule health indicator accordingly.
Need more colour options for your Project KPIs? You can add them easily—this section will guide you through the process.