Receive structured data
Feeder users submit KPI results and commentary through KPIConnect.
Quick Wins - Step 9 of 9
Review and approve
Review and approve
a KPI result from staff.
Quick Win #7 showed how to request a KPI result through KPIConnect. This final Quick Win closes the loop. When a Feeder user submits a KPI result, an authorised manager can review the pending entry, approve it, and allow the result to flow into the KPI Dashboard and Bowler Chart.
Why this matters
Feeder users provide the data. Managers control what becomes official.
KPIConnect makes result submission easy for staff while the approval process gives managers a simple control point before those results become part of official KPI reporting.
Review before publishing
Authorised managers check pending values before they reach the dashboard.
Protect reporting quality
Approved results flow into Presto reporting and the Bowler Chart with clear management oversight.
Important: approval rights depend on the KPI RACI matrix.
The manager must be included in the KPI RACI matrix and have the appropriate access rights before they can review and approve feeder-submitted KPI results.
The workflow
A simple three-step approval cycle.
Identify the pending submission, review the result, and approve the entry so it becomes part of the official KPI record.
1
Open pending approvals
From the KPI Dashboard, access the area showing KPI results waiting for manager approval.
2
Review the submission
Check the KPI, reporting period, submitted result and any supporting commentary.
3
Approve the result
Approve the trusted entry so it can feed the KPI Dashboard and Bowler Chart.
Step 1
Access pending KPI approvals from the dashboard.
Start from the KPI Dashboard. Use the pending-approval control to open the list of KPI results submitted by Feeder users and waiting for authorised management review.
From the KPI Dashboard, first confirm you are in the KPIs view, then click To Approve to open the pending KPI approval list.
TIP
Think of this as the manager's KPI inbox.
It gives authorised managers one place to find KPI results that require review before becoming part of official reporting.
Step 2
Review the result in the KPI Approval Panel.
Check the KPI identity, reporting period, value supplied by the Feeder user and any supporting commentary before deciding whether the result is ready to approve.
Select the pending KPI records you have reviewed, then use Approve All to approve the selected feeder-submitted entries in one action.
Check the KPI
Confirm that the submission relates to the correct KPI and reporting period.
Review the result
Check the value and any commentary or supporting context supplied by the Feeder user.
Approve when ready
Approve the trusted result so Presto can publish it into the KPI Dashboard and Bowler Chart.
What happens next
Approved data becomes part of your KPI governance.
Once approved, the submitted result becomes part of the KPI's official reporting history. Staff provide the data, managers validate it, and Presto keeps the reporting record structured and visible.
Dashboard updated
The approved result becomes available in the KPI Dashboard.
Bowler Chart updated
The new result contributes to the KPI's ongoing trend and performance history.
Governance stays clean
The approval step keeps reporting structured while preserving management oversight.
Keep learning
Two useful next stops after the Quick Wins.
You now understand the basic Presto workflow from creating projects and KPIs through requesting updates and closing the feedback loop.
Congratulations - you completed all 9 Quick Wins.
You have completed the full Getting Started journey: company setup, organisational structure, Feeder users, projects, KPIs, TaskConnect, KPIConnect, receiving task updates and approving KPI results.