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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