Numbers (KPIs) help you track what matters most in your business. They give you visibility, help teams stay focused and make it easy to review tangible progress during meetings.
Step 1 - Choose How You Want to Create the Number
There are two ways to create a Number in Workfacta:
Option 1 - Using Max AI (Recommended)
Max AI helps you generate meaningful KPIs based on your business context.
Use this when you’re not sure what metric to track or want help defining a KPI.
Click the blue + Create from
Select the Max AI icon next to Numbers
Type what you want to measure (e.g., sales pipeline, customer retention, production output)
Pick a suggested KPI to continue
Option 2 - Create One Manually
Use this when you already know exactly what KPI you want to set.
Click + Create
Select Numbers
Enter a short description (e.g., Weekly Sales, Support Tickets Closed)
Step 2 - Add the Details
Once the Number exists, complete the basic setup:
Team: Which team this Number belongs to
Quarter: When it applies
Number Type: Normal, %, or currency
Target: The value you want to achieve
Desired Result: Above target, below target, or within a range
Update Frequency: How often updates are required
Step 3 - Assign Ownership
Every Number needs two roles:
Owner: The person accountable for the outcome
Updater: The person responsible for entering results
If a user does not appear in the list, check they’ve been added to the team under Setup → Teams.
Step 4 - Save
Once saved, your Number will automatically:
Appear in Quarterly Planning → Numbers
Appear on the updater’s dashboard when updates are due
Flow into meeting agendas for discussion and review
Well done - you’ve created your first KPI in Workfacta!
As you get comfortable, you can start exploring extra options like recurring KPIs, auto-discussion, or requiring notes - but for now, you’re ready to start tracking.
For a more detailed breakdown of creating Numbers and the powerful customisation options, see: