Workfacta

Learn how to create and assign a Number in Workfacta.

How to Create Numbers

Learn how, when and why to make a Private Number.

Create a Private Number

How to set different weekly targets for a given Number/ KPI.

Customise KPI - "Set For Each Week"

"Entering Running Totals" means that you are reporting "Total" or accumulated results.

Customise KPI - "Entering Running Totals?"

Rollover your Numbers to the next quarter automatically

Customise KPI - "Recurring Number"

Create Auto-Discussions based on the status of a Number in Workfacta

Customise KPI - "Auto-Create Discussion"

Turn updates into insights by Requiring Notes and setting expectations for reporting and accountability.

Customise KPI - "Require Note"

Ensure corrective action happens immediately when a KPI is off-target.

Require Action for Off-Target Results

Filter and Sort Numbers List

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

Delegate a KPI

Automatically generate KPI results using formulas built from other KPIs in Workfacta.

Calculated KPI's

Create a KPI once and roll it out across multiple teams - with flexibility for each level to set their own targets.

Deploy a KPI

Numbers (KPI's)

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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