Overview
Connecting a KR to a KPI lets you automate progress tracking by using an existing KPI as the KR’s data source. Instead of manually updating progress, the KR pulls its value from the selected KPI.
This is useful when:
the KR should reflect a metric already tracked elsewhere,
you want more consistent reporting,
you want to reduce manual status updates.
Before you start
Make sure:
you already have an Objective created,
the KPI you want to use already exists,
you have permission to edit the objective and add key results.
Steps to connect a KR to a KPI
1. Open the objective
Go to the objective where you want to add the key result.
From Objectives, open the relevant team objective, or create a new one.
2. Start creating the Key Result
In the Create Key Result panel:
enter the Key Result name,
optionally add a description,
select the Person responsible for business result,
add co-owners if needed.
3. Change the measurement type
In the section How will you measure your key result?, select Change measurement type.
4. Choose KPI as the source
From the measurement options, go to Source from KPIs or external applications and select KPIs.
This tells WorkBoard that the KR should be driven by KPI data instead of manual entry.
5. Select the KPI
In the Select KPI dialog:
search for the KPI you want to use,
choose the correct KPI from the list,
click Save.
6. Review the connected KR
After saving, the KR changes to KPI-based measurement.
You will see:
How will you measure your key result? = KPI
Selected Data Source = the KPI you chose
the KR is now sourcing data from that KPI
7. Configure tracking details
Review and update the remaining KR settings as needed:
Start value
Result value direction, such as Should increase to
Target value
Committed Result if applicable
Unit of Measurement
Calculate overall progress as
8. Save the KR
Click Save in the right-side panel.
The KR will now appear under the objective with a KPI icon and a note indicating that it is sourcing data from a KPI.
9. Finish the objective setup
Once all key results are added, click Done at the top of the page.
What changes after the connection
Once a KR is connected to a KPI:
The KR is measured through the KPI data source
Progress is no longer treated like a standard manual update KR
The objective view shows the KR as KPI-sourced