AI KPI Tracking Tool

What this export contains

What usually goes wrong with it

• RAG status is color-coded only, not in a column

  Many KPI spreadsheets use cell background color (red, amber, green) to indicate status rather than a text column, which makes the status invisible to formulas and pivot tables.

  DataMimi Datamimi reads RAG status from the text in adjacent label columns or description columns when color-coding isn't in a data field, and lets you ask about Red or off-track KPIs directly.

• Targets and actuals in different worksheets

  Some KPI trackers keep targets in a 'Plan' tab and actuals in a 'Results' tab, requiring a VLOOKUP to calculate attainment before any analysis is possible.

  DataMimi It reads Plan and Results tabs together and calculates attainment by matching KPI names across sheets.

• Attainment formula varies by KPI type

  For some KPIs (like revenue) higher is better, for others (like defect rate) lower is better, so a single attainment formula that works for all KPIs doesn't exist without adding a 'direction' column.

  DataMimi It respects KPI direction when a 'direction' or 'polarity' column is present, and answers attainment questions correctly for both higher-is-better and lower-is-better metrics.

• Owner names differ between sheets

  The name 'J. Smith' in the KPI sheet matches 'John Smith' in the HR sheet, breaking any cross-reference between KPI ownership and headcount or payroll data.

  DataMimi It normalizes name formats when cross-referencing owner columns across sheets, matching 'J. Smith' to 'John Smith' when the last name is unique.

• YTD and period KPIs mixed in the same view

  Some rows are monthly KPIs and others are year-to-date KPIs in the same spreadsheet, making total attainment calculations misleading without filtering by period type.

  DataMimi It filters YTD vs period KPIs when you specify in your question, so totals reflect the right scope.

Common questions