Introducing the Enhanced KPI Connect
Capture KPI results, explore your own KPI cockpit, export approved historical data and follow on-screen guidance. Multi-tier root cause analysis is coming at the end of October 2026.
The enhanced KPI Connect Single KPI View: a personal cockpit for KPI owners.
One update panel. Much deeper insight.
The enhanced KPI Connect panel helps contributors capture results, access their KPI information and work independently with guided on-screen help.
Guided Walkthroughs
Step-by-step, on-screen learning.
Single KPI View
A personal cockpit for KPI owners.
CSV History Download
Export approved historical KPI results.
Split-Week Reporting
Split a cross-month weekly result into accurate monthly reporting records.
Multi-Tier Root Causes (Coming end of October)
Parent causes, optional sub-causes and richer Pareto analysis are in development.
Count, Time & Cost
Add the dimensions behind the performance result.
Enhanced Pareto Insights (Coming soon)
Analyze cause frequency, time and cost after rollout.
Submitting a KPI Update to Your Manager
The familiar email-driven KPI Connect workflow remains simple. The biggest change is what you can now capture when you open the update panel.
Receive Your KPI Update Request
When your manager requests a KPI update, check your inbox for an email titled “KPI Update Request - Action Required”.
- Open the email from Presto PDCA.
- Review the KPIs requiring your input.
- Click Update for the KPI you want to submit.
Complete Your KPI Update in the New KPI Connect Panel
Enter the current result, add supporting context and, when relevant, record split-week allocations and root causes. The options available depend on how your KPI has been configured. Multi-tier root cause capture is scheduled for the end of October 2026.
Enhanced KPI Connect: All Pending KPI Updates, with inline results and supporting details.
- Enter the KPI result requested for the reporting period.
- Add an explanatory comment when useful.
- Attach supporting information if the option is available.
- Complete any applicable split-week or root cause details below.
Split-Week Reporting
Accurate Monthly Reporting. Without Compromising Weekly Operations.
When a weekly, cumulative KPI crosses from the end of one calendar month into the beginning of the next, a single weekly result can distort month-end management reports. Presto solves this by retaining the operational weekly record and creating two month-specific reporting records: one for the final days of the previous month and one for the first days of the new month.
Users are guided through an easy-to-use Split Week Allocation pop-up to review the dates and distribute the result. The outcome is precise monthly reporting for senior management while line-level teams continue reporting weekly as usual.
- Administrator setup: Configure the KPI as Weekly and Cumulative, then enable the split-week reporting treatment in the KPI Admin panel.
- At month-end: Presto detects a week crossing two calendar months and opens the allocation workflow.
- Allocate: Review the day ranges and proposed allocation, adjust as needed, and save the split records.
Split Week Allocation: preserve the weekly result while allocating the month-end figures to the correct reporting periods.
Multi-Tier Root Cause Capture
Coming at the end of October 2026: capture a main cause and, where configured, a more specific sub-cause to explain the performance result.
- Choose the relevant parent root cause.
- Select a sub-cause where configured.
- Add a cause-level comment to preserve the context.
Multi-tier root cause capture: optional Tier 2 causes expand beneath their parent.
Count, Time & Cost
Planned for the multi-tier root cause release: record frequency, time lost and financial impact, with units configured for each cause.
- Enter the occurrence count.
- Record time and cost when these fields are enabled.
- Use the units shown next to the entry fields.
Capture count, time and cost against each root cause, with units and comments.
Richer Pareto Analysis
Coming with enhanced root cause reporting: analyze the most frequent issues and those responsible for the greatest time or cost losses.
- Compare causes by count, time or cost.
- Drill into the causes driving the greatest impact.
- Use the findings to prioritize improvement actions.
Illustrative example · Pareto analysis by time lost (sample data)
Step-by-Step Walkthrough Guides
A nine-step First-Time User Guide walks users through KPI Connect directly on screen, spotlighting the exact controls needed for each action.
- Click the ? help button in the top-right header to launch the tour.
- Use Next and Back to move through nine guided steps, or Exit tour to leave.
- Learn Single KPI and All Pending modes, result entry, root causes, comments, document links and submission.
Where to click: question-mark help button
See the guide in action
After selecting the question-mark help button, the tour highlights individual controls and explains the next action.
Single KPI View: Your Personal KPI Cockpit
KPI owners who do not have Manager or Supervisor access can use Single KPI View as a central cockpit for key information about their assigned KPI, without requiring a full management dashboard.
- Open a focused view of your KPI.
- Review available KPI information and historical performance.
- Access the data needed to prepare an accurate update.
Single KPI View · Your personal KPI cockpit
Download Approved KPI History as CSV
Export historical KPI results entered by users and approved through the KPI workflow. The CSV download makes it easier to work with approved performance data outside the panel.
- Open the KPI in Single KPI View.
- Use the CSV download control.
- Review the exported historical, approved KPI information.
Select Download History from your Single KPI cockpit to export approved historical KPI results.
Save and Submit Your Update
Review your entries for accuracy, then select Submit KPI Updates to send your completed entries for review.
- Confirm the KPI value and reporting period.
- Check any enabled split-week allocation and other required details.
- Click Submit KPI Updates and follow the configured manager review or approval process.
Select Submit KPI Updates after reviewing your entries.
Better inputs. Better conversations. Better decisions.
For Contributors
A guided way to submit results and explain the story behind the numbers.
For Team Leaders
Clearer context for exceptions and more focused follow-up discussions.
For KPI Managers
Structured root cause data that supports frequency, time and cost analysis.
For Continuous Improvement
More actionable evidence to help prioritize improvement work.
Ready to try the enhanced KPI Connect?
When your next KPI Update Request arrives, click Update and explore the enhanced capture experience. Need guidance? Return to the training steps above.
Review the Steps ↑ Back to Training Showroom