// the upgrade

Upgrade your KPIs and dashboards.

Matt Roberts
By Matt Roberts, co-founder, ZOKRI
Strategy & OKR consultant

The AI install pack goes into the AI you already use, then paste in your dashboard and ask which number actually deserves a goal this quarter. It coaches the difference the average AI blurs: KPIs monitor, OKRs move.

Get the book and the pack →

What KPIs & dashboards gets right

KPIs are your vital signs. A good dashboard tells you the health of the business at a glance, and you should always have one. Measuring the right things, consistently, is the foundation everything else stands on.

The gap the average AI leaves

A KPI monitors; it does not move. The average LLM blurs the two and turns every metric into a "goal", so teams end up chasing twenty numbers and moving none. The upgrade keeps the scorecard as a scorecard and helps you pick the one or two numbers that a focused goal should actually shift.

// make it better today

What to improve, and why it works

1. Separate monitor from move

Most metrics belong on the scorecard, watched, not chased. A metric earns a goal only when it is broken beyond routine fixing, or you are deliberately pushing it to a new level. When the goal lands, the metric goes back to the scorecard with a new threshold. No permanent residents.

2. Connect leading to lagging

A dashboard full of lagging outcomes tells you the score after the game. Find the input metric that moves each outcome, and watch that weekly. Knowing which lever moves which result is the difference between managing and hoping.

3. Give every KPI an owner and a threshold

A number with no owner and no "good vs bad" line is decoration. Each KPI needs a name beside it and a threshold that triggers attention, or the dashboard becomes wallpaper nobody acts on.

// shown, not claimed

One KPIs & dashboards goal, upgraded

Before

KPI: Increase revenue.

After

Scorecard watches MRR, logo churn and CAC every week. This quarter’s single goal: cut logo churn from 3.1% to 2.0%, because the metric model says churn is the lever that unlocks the rest. When it lands, churn returns to the scorecard at a 2.0% threshold.

The before is a permanent ambition no one can act on. The after keeps the vital signs as vital signs and turns exactly one of them into a goal, chosen because it moves the others.

// the two-minute install

Install it into the AI you already use

Same files, three tools. Pick yours. It really is about two minutes.

Claude recommended
  1. New Project.
  2. Add the files to Project knowledge.
  3. Ask it to review a goal.
ChatGPT
  1. New Project (or a chat).
  2. Upload the files.
  3. Ask it to review a goal.
Microsoft Copilot
  1. Start a chat.
  2. Attach the files.
  3. Ask it to review a goal.
// the 30-second proof

Before you install, ask your AI to review one real goal and screenshot the answer. Install, ask again, screenshot the difference. That gap is the point. Try: Paste your KPI dashboard and ask: which of these am I only monitoring, and which one is broken or being pushed hard enough to deserve a goal this quarter?

// what it does

A coach, not a chatbot

// get the pack

The book and the install pack

The AI install pack comes with From Trading to Scaling: an hour to read, five working templates, the instructions and knowledge files for Claude, ChatGPT or Copilot, and a conversation with Matt about any of it.

·The book, 13 chapters, about an hour’s read
·The Strategy Template, the OKR Template, the Idea Collection sheet and the Bonus Calculator
·The AI install pack, two minutes to install
·A conversation with Matt
Get it for £100 →

Free things get downloaded, not installed. A hundred pounds is the smallest number that makes somebody open the file, and this is the only place the pack is available.

// the honest boundary

What the pack is, and is not

The pack carries the principles and the working templates: the book, the strategy one-pager, the OKR template, the idea sheet and the bonus calculator, plus the knowledge files that make your AI coach against a method rather than the internet average. That is yours to keep, and it is enough to install all six things without us.

What it is not is the whole machinery. The playbooks, scoring scales and the 140-plus linked concepts, installed into your own tools and kept current, are the licensed layer above this. And the human work, the training, facilitation, coaching and mentoring that gets a company past its first messy quarter, is our people. Knowledge does not install courage, or referee a hard conversation. We would rather say that here than let you find out.

// one install, or the whole company

One install helps one person. The advantage is your whole company running on a shared operating system: the same method in the AI everyone already uses, at every level, with routines and automations carrying the repeatable work, and your people freed to find and compound the knowledge and IP only you have.

One install at a time does not create that. Building the operating system does, and that is what ZOKRI does. See the method we install and the platform it runs on.

// the layer above this

When you want more than the pack

The full method, installed →
The licensed upgrade: all the machinery in your own tools.
The human help →
Training, facilitation, coaching and mentoring.
A short, low-pressure chat with Matt →
Bring a goal. Leave with a straight answer, no pitch.
// asked and answered
What is the difference between a KPI and an OKR? +

A KPI monitors the health of something you already do; an OKR moves something you have decided to change. The scorecard watches the whole business; OKRs move the part that matters most this quarter. Use both, and do not turn every KPI into a goal.

How many KPIs should we track? +

Enough to see the health of the business, and no more. A dashboard nobody reads is worse than three numbers everybody watches. Every KPI needs an owner and a threshold, or it is decoration.

Should every KPI have a target? +

No. Most KPIs just need a healthy range and an owner. A metric earns a target only when it is broken or being deliberately pushed, at which point it becomes this quarter’s goal rather than a standing measure.

// use a different system?
Upgrade your OKRs →Upgrade your EOS Rocks →Upgrade your SMART goals →Upgrade your V2MOM →Upgrade your North Star metric →Upgrade your No framework yet →See all doors →