KPI & Metrics Tracker

TURN PERFORMANCE EXPECTATIONS INTO SOMETHING YOU CAN ACTUALLY MEASURE

“Doing a good job” shouldn't be the performance standard.

The KPI & Metrics Tracker gives managers a structured way to define what success looks like, establish measurable expectations, track progress, and review employee performance throughout the first 90 days.

Instead of waiting until a performance review to discover that expectations weren't clear, establish the metrics, targets, and review process from the beginning.

CREATE CLARITY AROUND WHAT SUCCESS LOOKS LIKE

This 6-page editable Canva template helps managers move from vague performance expectations to clearly defined KPIs, measurable targets, scheduled reviews, and documented performance conversations.

Use it alongside your onboarding process or as a standalone framework for establishing performance expectations with a new employee.

WHAT'S INCLUDED

KPI & Metric Definitions

Define each employee KPI or performance metric, what it means, why it matters, and how it will be measured—so both the manager and employee understand exactly what the metric represents.

Targets & Benchmarks

Establish measurable 30-, 60-, and 90-day targets for each KPI and document benchmark information that provides context for evaluating performance.

Review Cadence

Decide how often performance will be reviewed, the format of each review, who is responsible, when reviews begin, and what adjustments or observations need to be documented.

30/60/90 Day Performance Snapshot

Assess progress at each milestone, including whether the employee is on track, needs additional support, or is exceeding expectations. Capture strengths, improvement opportunities, and specific action items along the way.

Performance Summary

Bring the employee's performance together in one final snapshot covering overall performance, strengths, KPI progress, role readiness, and recommended next steps.

USE THIS TRACKER TO

✓ Define clear employee performance expectations
✓ Establish measurable KPIs and metrics
✓ Set 30-, 60-, and 90-day performance targets
✓ Create benchmarks for evaluating progress
✓ Establish a consistent performance review cadence
✓ Identify employees who may need additional support
✓ Recognize employees who are exceeding expectations
✓ Document strengths and development opportunities
✓ Turn performance conversations into actionable next steps
✓ Create greater accountability for managers and employees

BUILT FOR GROWING TEAMS

Ideal for small business owners, managers, operations leaders, team leads, and growing companies that want a more structured approach to managing employee performance—without building a complicated performance-management program from scratch.

HOW IT WORKS

1. Define
Identify the KPIs and metrics that matter for the employee's role.

2. Set Targets
Establish clear 30-, 60-, and 90-day expectations.

3. Establish a Review Rhythm
Decide when performance will be reviewed, how the review will happen, and who is responsible.

4. Evaluate Progress
Document performance at each milestone, including strengths, areas for improvement, and action items.

5. Determine Next Steps
Use the Performance Summary to assess progress, role readiness, and future development needs.

EDITABLE IN CANVA

Customize the KPIs, metrics, targets, benchmarks, review schedules, performance criteria, wording, colors, fonts, and branding to fit your business and individual roles.

DIGITAL PRODUCT DETAILS

Format: Digital product
Length: 6 pages
Editing: Customizable in Canva
Delivery: Digital access after purchase
Physical product: Nothing will be shipped

For use within your own business. Templates may not be resold, redistributed, shared, or used to create products for resale.

BUILD PERFORMANCE EXPECTATIONS INTO YOUR ONBOARDING PROCESS

The KPI & Metrics Tracker helps you define and measure what successful performance looks like.

Pair it with the Employee Onboarding System to build those expectations into a structured onboarding process from the employee's first day through the first 90 days.

Set the expectations. Measure the progress. Know when your employee is ready for what's next.