KPI review meeting template

KPI review written from your meeting

A KPI review is only useful if the fixes are written down. Acta lists every metric with its target and trend, explains each miss, and records the fix and the person who owns it.

Try this template free What's in the report

What the KPI review contains

Every KPI with value, target, trend and owner, plus misses and the agreed fixes.

  1. 1

    Lists each metric discussed with its value, target, trend and owner.

  2. 2

    Explains each miss: the cause given, the fix agreed and who owns it.

  3. 3

    Captures decisions, operational risks and next steps with owners and dates.

When to use it

  • Weekly or monthly business reviews
  • Operations and team performance meetings
  • OKR check-ins

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

More report templates

OperationsIncident post-mortemBlameless write-up: timeline, impact, root cause and corrective actions.See the template OperationsVendor reviewSupplier performance against SLAs, open issues, risks and a keep / renegotiate / exit view.See the template OperationsDecisions & RACIDecisions made and who is responsible, accountable, consulted and informed.See the template SalesMEDDPICC deal reportMetrics, buyer, decision process, champion and competition, with objections and next steps.See the template SalesSPICED deal reportSituation, pain, impact, critical event and decision, with objections and next steps.See the template SalesSPIN deal reportSituation, problem, implication and need-payoff, with objections and next steps.See the template

All report templates

Frequently asked questions

Related:

What is the KPI review template?

A KPI review is only useful if the fixes are written down. Acta lists every metric with its target and trend, explains each miss, and records the fix and the person who owns it.

What happens when a KPI is missed?

The report records the cause given in the meeting, the fix agreed and who owns it.

Does it capture risks too?

Yes. Decisions, operational risks and next steps are listed with owners and dates.

Can AI write the KPI review from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the KPI review afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the KPI review?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next KPI review, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free