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Delegate a KPI

Learn how to assign a KPI to another team while keeping visibility and accountability in one place.

Updated over a week ago

In this article, you’ll learn how to delegate a KPI (Number) to another team while keeping visibility and ownership in your original team.

Note: KPI Delegation is available on Enterprise and Enterprise Plus plans. Click to upgrade your plan.

Why Delegate a KPI?

A Delegated KPI (Number) is created in one team and assigned to another team to update and manage. The initiating team sets the target and expectations and keeps full visibility, while the delegated team is responsible for reporting progress. This ensures the KPI is owned by the team best placed to influence it, without losing accountability or transparency.

Delegation is helpful when:

  • Another team is responsible for the work behind the KPI

  • The KPI supports shared or cross-functional areas (e.g., Finance, HR, Operations)

  • You want updates without having to chase or switch teams

A delegated KPI appears for both teams, making reporting aligned, consistent, and easy to track.

Who Can Delegate a KPI?

Only teams with delegation permissions can delegate a KPI. Permissions are managed in:

Setup → Teams → Select Team → Delegation Permissions

If delegation isn’t available:

  • Ensure you're logged into the correct team

  • Check delegation permissions have been enabled

Why Can’t I See the Team I Want to Delegate To?

If a team is missing from the dropdown, update delegation permissions:

  1. Go to Setup → Teams

  2. Select your current team

  3. Edit the delegation permissions

  4. Add the team you want to delegate to & save.

Once saved, the team will appear in the delegation options.

How to Delegate a KPI

  1. Create or edit a KPI (Number).

  2. Select Delegate to Another Team.

  3. Choose the team being assigned the KPI.

  4. (Optional) Select a specific user in the receiving team as the updater.

If you don’t see the delegation option, check the permission steps above.

How to Tell If a KPI Is Delegated

Delegated KPIs display a delegation icon across key views including:

  • Meeting agendas

  • Update screens

  • Number (KPI) homepages

  • Dashboards

Hover over the icon to see both:

  • The owning team

  • The delegated-to team

Well done - you’ve now set up KPI Delegation and enabled smoother, cross-team accountability tracking.

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