Performance
The Performance workspace is where teams monitor business health, define KPIs, review alerts, and move from raw metrics to dashboards that support day-to-day decisions.
In the product, Performance is the hub that brings together four related workflows:
| Area | What it is for |
|---|---|
| Business Context | Describe the business so KPI suggestions and dashboards use the right language and priorities |
| KPIs | Define and monitor the metrics that should always answer whether the operation is healthy |
| Dashboards | Turn KPI coverage into readable visual views for managers and operators |
| Alerts | Review issues that need acknowledgement, ownership, or follow-up |
Recommended Flow
The intended workflow inside Performance is:
1. Set business context -> 2. Define KPIs -> 3. Generate dashboards -> 4. Monitor and triage alerts
This is a shift from the older documentation model where Dashboards and KPIs were presented as a mostly separate module. The current product treats them as parts of one monitoring workspace.
What You See on the Performance Hub
The Performance landing page highlights the next useful action for the workspace based on what is already configured.
- If business context is missing, the page points you to define it first.
- If KPIs are missing, the page directs you to create the initial KPI set.
- If KPI coverage exists but dashboards do not, the page recommends generating the first dashboard.
- If the workspace is fully set up, the page becomes the quickest entry point for dashboard review and alert triage.
Related Pages
- Dashboards & KPIs overview ->
- Create dashboards ->
- Manage KPIs ->
- Set business context ->
- Review alerts ->
When to Use Performance vs. Intelligence
Use Performance when you want to answer:
- What needs attention now?
- Which KPI changed?
- Is the current dashboard coverage sufficient?
- Which alerts are still open?
Use Intelligence when you want to explain a change or investigate why something moved.
Use Advanced Analysis when the question needs deeper methods such as segmentation, forecasting, driver analysis, basket analysis, or anomaly-focused workflows.