KPI Matrix Overview Public

KPI Overview

Using KPI Matrix · Manager KPI Overview The manager workspace's landing page — a quick, org-wide read on how performance is distributed and who's at the top. It's the first thing…

Guide version: r1 Module version: 1.4.0 Updated: 2026-07-22 Estimated time: 2 min 2 views
Using KPI Matrix · Manager

KPI Overview

The manager workspace's landing page — a quick, org-wide read on how performance is distributed and who's at the top. It's the first thing you see when you open KPI Matrix.

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Manager only. This page (and everything else in the KPI Matrix sidebar group) requires the kpi_matrix_manage permission. Reach it at KPI Matrix → KPI Overview (URL kpi_matrix).

What's on the page

Two panels, both read-only. There are no forms or actions here — it's a dashboard you scan, then drill into the other pages from.

Rating Distribution

A doughnut chart counting how many evaluated employees fall in each rating band — coloured with the standard band palette. One glance tells you the shape of your workforce: mostly Meets? A healthy tail of Outstanding? A worrying cluster in Needs Improvement?

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Top Performers

A ranked table of your highest composite scores — #, Employee, Score, Rating — so recognition and promotion conversations start from data.

Reading the distribution

Each slice is a rating band. A well-run team tends toward a bell shape centred on Meets, with smaller wings of Exceeds/Outstanding and Needs-Improvement/Unsatisfactory.

Outstandingyour recognition & promotion pool.
Exceedsstrong, reliable performers.
Meetsthe healthy majority.
Needs Improvementcoaching / PIP candidates.
Unsatisfactoryurgent intervention.
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A distribution that's all Outstanding usually means weights or thresholds are too soft, not that everyone's perfect — revisit the template. A distribution skewed low may mean a category is over-weighted or a data source is missing (metrics returning “no data”).

The Top Performers table

ColumnMeaning
#rank by composite score (highest first)
Employeethe person's name
Scorecomposite score, 2 decimals (1.00–5.00)
Ratingthe rating band the score falls in

Empty state

Before any cycle has been calculated there's nothing to plot — both panels show “No data available.” Once you run a calculation (see Review Cycles → Calculate) the charts populate.

Where to act on what you see

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Because the Overview exposes a company-wide leaderboard of names and scores, it is gated to managers (kpi_matrix_manage). A base-access user never lands here — their only KPI surface is their own profile tab.
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