Collaborate with your client to track targets including key contract KPIs, risks or manage account activities.
The 360º KPI management suite provides a single place for clients to hold and share commercial targets, risks and account plans with suppliers. As a supplier you can see the targets in place, the deadlines and status reports. You are also able to upload documents to support in the management of the target, including action plans and account plans.
Jump to:
KPIs & Targets index
On your KPIs & Targets index you can see all KPIs that have been shared by your client. You can see a quick overview of the KPIs, including due dates and latest status. Click 'My KPIs' to view KPIs where you are a team member.
You can filter this list by:
- Team (e.g. which colleagues are on the team for the KPI)
- Type (e.g. capacity risk or account plan)
- Status (e.g. live or closed)
- Update status (e.g. on track, at risk or on hold)
Click on a row to see the specific page for that KPI.
Managing a KPI or target
On a KPIs & Targets page, you can see more detail about a KPI that your client has shared with you. A summary of key information is at the top of the page.
You can:
- See all past status updates made by your client on the KPI, with the latest status update also appearing on the top right of the page
- Add members of your team that are working on this target on the right
- Share documents and links or see documents/links shared with you
Note: If your client closes a KPI, you will still have access to all of the information, however you will no longer be able to take actions.
