Item 03Performance

Objectives, measured the way they actually behave.

Metrics under objectives, consistent RAG status, and reporting windows that chase the data so your team does not have to.

Kestrel Vale Housing

Performance Metrics

FY 2026/27 · Period 7 (October) · Reporting window open

Oct 2026

Repairs completed first time

Objective · Homes people are proud of

91.4% of 92.0% target

At risk

Metric	Actual	Target	Period
Repairs completed first time	91.4%	↑ 92.0%	Submitted
Average days to re-let	19.2	↓ 21.0	Submitted
Tenant satisfaction (TP01)	72.8%	↑ 75.0%	Due 5 Nov
Rent collected as % of rent due	99.1%	↑ 99.0%	Locked
Emergency repairs in target time	97.6%	↑ 99.0%	Due 5 Nov

3.1Objectives and metrics

Strategy, measured honestly.

The organisation decides once what red, amber and green mean, and every page agrees.

Metrics under objectives: Each with a unit, baseline, target and frequency, under the objective it serves.
One set of RAG thresholds: Set once, so every metric is judged the same way.
Direction-aware: A falling arrears line and a rising satisfaction line are both read correctly.
Trend charts: Planned against actual, over the year.

Fig. 3.1A metric page: planned against actual, monthly

3.2Reporting windows

The window opens, the owners are reminded, the figures come in, the period locks.

Fig. 3.2A financial year: locked periods, the open window, what is to come

Deadlines and reminders: Owners are reminded before the deadline and chased after it.
Locked periods: The figures the board saw stay the figures the board saw.
Bulk entry: A period's figures for many metrics, entered in one grid.

3.3Specification

Every feature, for the people doing the due diligence.

Objectives and metrics7 features

Objectives: Strategic objectives are created by administrators so the measures underneath them stay aligned with the plan the board approved.
Performance metrics: Each metric carries a unit, baseline, target, measurement frequency and the number of decimal places it is reported to.
RAG thresholds: Red, amber and green bands are set once for the organisation, so every metric is judged the same way.
Direction-aware: Higher-is-better and lower-is-better metrics are calculated correctly, with baselines for reduction targets. Progress rises as rent collected climbs toward its target, and as days to re-let fall toward theirs.
Teams: Metrics belong to teams and team members. Cross-team visibility is configurable, so people see what they should.
Trend charts: Planned against actual over the year, on the metric page and in miniature on the list.
Update history: Every submission records who reported what and when, with the context they gave.

Reporting windows6 features

Financial years: More than one financial year per organisation. Historical data is preserved for year-on-year comparison.
Reporting periods: Monthly, quarterly or custom periods, created in bulk or one at a time.
Deadlines: An organisation-wide default deadline, with per-period overrides when the calendar demands it. Overrides are audited.
Locks: Periods lock after their deadline so the figures the board saw stay the figures the board saw. Unlocking is audited too.
Reminders: Owners are reminded before the deadline and chased when overdue. Links in the email open the right organisation and period.
Bulk data entry: Administrators enter a period's figures for many metrics in one grid, for organisations that collect centrally.