Workforce design and accountability — from org chart to live KPI Dashboard
Performance — Workforce Design and Accountability, Built Into One System
Performance is ProfitShapers' workforce-design and accountability app. It ties together two things most organizations handle separately: designing the right team structure with deliberate roles, and holding every role accountable to measurable results through a live KPI Dashboard. KPI definitions are authored alongside role design — so the numbers each role tracks are the numbers each role exists to move — and weekly scoring makes a sliding number visible within days, not at the next quarterly review.
The Problem
Most organizations split structure from accountability — and both suffer
Org charts show reporting structure; KPI-tracking tools let teams invent metrics in a vacuum. The result: roles without clear purpose or KPIs, and dashboards full of numbers nobody deliberately designed. Performance closes that gap — role design determines the KPI definitions, KPI definitions drive the live KPI Dashboard, and weekly scoring holds the entire structure accountable.
Who It's For
Built for the people who use it every day
CEOs and executive teams designing org structure deliberately
Team leaders authoring KPIs and scoring their team's weekly numbers
Executives spotting overload, underload, and coverage gaps before they break
Advisors running a role-design or KPI-alignment session with a client leadership team
Key Capabilities
What Performance does
Visual org chart with utilization by role
See every team's structure at a glance — roles, owners, unfilled positions, and nested sub-teams — with utilization color-coded healthy, underloaded, or overloaded across the entire org.
Role-based design with purpose cascade
Define roles independently of people — purpose statements, responsibilities, and priorities for each role — with a three-tier purpose cascade: company purpose (from ClientHub) flows down to team and role.
Role Fit & Ownership
Assign owners to roles and instantly surface unfilled roles and unassigned people — so the structure is always visible and intentional, not accidental.
KPI Set ownership
Every KPI Set is owned by a role, so accountability is never ambiguous. One view shows which roles own which KPIs and closes coverage gaps before they miss a quarter.
Live KPI Dashboard — weekly, monthly, and quarterly
Actuals vs. targets with hit/miss color coding and period locking to close the books. Priority-paired KPIs tie each role's priorities directly to the numbers that prove them. The KPI Dashboard is the view; the KPI Set is the collection; KPI review is a Weekly Team Meeting agenda segment. Computed KPIs derive automatically from formulas — no spreadsheet gymnastics.
40-hour Time Study
Capture where each role's hours actually go — task by task, with hours and function tags — and surface capacity signals before 'we feel stretched' becomes a crisis.
Automated org-design diagnostics
A built-in rule engine continuously checks the org design and flags structural problems: overloaded roles, coverage gaps, overlapping responsibilities, redundancy, misalignments, and do-more-with-less restructuring opportunities.
AI coach for org design
In-context guidance for org-design decisions, AI-generated job descriptions from any role definition, AI KPI suggestions per role, and role-grouping recommendations — so the team designs with intelligence, not guesswork. AI informs judgment. Leadership decides.
Bulk CSV import and exports
Load historical KPI results in one pass via CSV import; export KPI Sets and role data to share results outside the app.
Use Cases
How leadership teams put Performance to work
- 1
A new team is designed in Performance — Role Fit & Ownership defined, a KPI Set authored, owners assigned — and the live KPI Dashboard starts immediately; the team completes a KPI review in the Weekly Team Meeting from day one
- 2
A KPI trends the wrong way for two weeks; the executive sees it in the KPI Dashboard during the Weekly Team Meeting KPI review and raises it while the trend is still small, not at the quarterly review
- 3
A CEO restructures after a time study surfaces role overload; AI job descriptions turn the new role designs into hiring-ready specs before the meeting ends
Part of the ProfitShapers Ecosystem
Performance works even better with the rest of the platform
Every app in the ProfitShapers ecosystem is built to work together — one login, one subscription, one source of truth for the entire engagement.
Why we built it this way
Performance isn't a standalone tool — it's one purpose-built app in a connected ecosystem, all reading from a single source of truth. Read the philosophy behind the ecosystem and how Performance strengthens your leadership & role capacity.
BizVal
The enterprise value baseline — and the proof your work grew it
BizVal benchmarks enterprise value against same-industry peers, scores the Value Drivers underneath the multiple, and surfaces the gaps holding the number back. Gaps become candidate Quarterly Initiatives. Re-benchmarking becomes the proof.
ClientHub
One platform for your entire growth ecosystem
One identity, one bill, one source of truth for the org. Every app in the ecosystem signs in here, reads from here, and stays in sync — no reconciliation work.
QIM
Quarterly Initiatives that move enterprise value
Leadership evaluates, selects, plans, and manages 90-day Quarterly Initiatives anchored to the Profit Shapers Value Plan and the company's Value Drivers.
Ready to put Performance to work?
Start your 30-day free trial — no credit card required, full access to Performance and the rest of the ProfitShapers ecosystem.
Start Free Trial