Tracking Key Performance Indicators (KPIs) and key metrics will help your team measure what truly matters on your website. If you don’t measure these metrics, you won’t really know if your website is successful in meeting overall business objectives.
KPIs also give your team a shared definition of success. Without them, each stakeholder judges the website by a different number, and decisions about content, design, and budget turn into arguments about whose number counts.
To set KPIs and key metrics your team will use, meet with your web team and any website stakeholders to brainstorm them. Here are two methods that are easy and effective.
Key metrics, KPIs, and triggers
- Key metric: an action on your website that matters to your objectives, such as a newsletter signup or a form completion.
- KPI: a group of key metrics that shows progress toward a strategic objective. Newsletter signups and contact-form submissions together might make up a lead generation KPI.
- Trigger: the event that tells you a key metric was completed, such as a visit to a confirmation page.
For more detail, see Siteimprove’s explanation of the difference between a key metric and a KPI.
Where traffic and engagement metrics fit
Most web analytics reports lead with traffic and engagement numbers: website traffic, unique visitors, return visitors, page views, traffic sources such as organic search, and engagement metrics like time on page. These are useful metrics, but they are rarely key metrics on their own. A rise in website visitors tells you more people arrived, not whether they did what your website exists for.
Treat them as supporting metrics that explain your KPIs. If your lead generation KPI drops, traffic source data shows whether fewer visitors arrived from organic search, and engagement data from visitor tracking on your landing pages shows whether the visitors who did arrive stopped converting. A B2B website might track organic search visits to its demo page alongside the demo requests themselves.
Technical performance metrics work the same way. Core Web Vitals scores, often checked with Google’s PageSpeed Insights, describe how fast and stable your pages are for users. They shape the user experience behind every key metric, so monitor them as site health checks rather than adding them to your KPI matrix.
Method one: Create a KPI and key metrics matrix
To work with your team on creating a KPI/key metric matrix, you will need:
- A piece of paper and a pen (or an Excel spreadsheet)
- Your web team (and any vital stakeholders)
1. Determine your website strategic objectives
All websites have a purpose. Whether it’s generating leads for your business, showcasing new products, or helping users find information, websites are built for a reason. So first determine:
- What is the purpose of your website?
- How does your website support your organization?
Create a spreadsheet matrix where you list all the strategic objectives you have come up with across the top of the matrix. Try to stick to six or fewer objectives. A longer list is hard to fill in as a team and harder to report on.
2. Identify your key metrics
Key metrics are the most important actions that you want your users to perform on your website. This can include signing up for a newsletter or blog, filling out a form, making an appointment, etc.
Discuss the most important actions that take place on your website with your team and write these down on the left side of your matrix. There is no limit to the number of key metrics you track, and you can always add more, so don’t worry if you feel like you’re missing something.
If your team is unsure which actions to prioritize, our post on choosing metrics against a defined business goal can help.
3. Pair key metrics and strategic objectives to create KPIs
Now that you have your strategic objectives and key metrics defined, it is time to pair them on your matrix. Simply add a check mark or an X for each strategic objective that a key metric supports. It is alright to have multiple key metrics support the same overall strategic objective. The collection of key metrics under a specific strategic objective is how you create your KPIs. The strategic objective is where you are going, and the KPI is the grouped key metrics that show how quickly you are getting there. So if your strategic objective is to generate more leads online, and your key metrics are newsletter signups, blog subscribers, and contact-form submissions, then online lead generation could be your KPI.
Now that you have filled out the matrix, you can see how your key metrics and KPIs will help you track important actions and overall objectives for your website and business.
4. Identify triggers
Now that you know what you want your users to achieve on your website, it is time to figure out how your users are actually achieving it by identifying triggers. Triggers can vary depending on how your website works. The important part is to figure out what triggers a successful completion for each metric your team defined.
As an example, a newsletter signup might be triggered when a user visits the "Thank You for Signing Up for the Newsletter" page or when the user clicks on the "Newsletter Signup" button.
Common triggers include:
- a visit to a confirmation or thank-you page
- a click on a specific button or link
- a file download, such as a PDF guide
- a form submission
- a visit to a key page, such as pricing or contact
Most web analytics platforms can record these as events or goals.
You should have a trigger for each key metric your team came up with so you know exactly how visitors are accomplishing the actions you want them to.
And there you have it. After these four steps, you will know what objectives you are aiming for on your website and what actions on your website truly matter.
Method two: Sticky note brainstorm session
While not as formal, a brainstorming session with your web team and stakeholders can be just as effective as the first method.
You will need:
- Sticky notes and pens
- A whiteboard (or something to place the sticky notes on)
- Your web team (and any vital stakeholders)
1. Write down your most wanted actions on sticky notes
Have your team brainstorm important actions that happen on your website and have them write each action they think of down on a sticky note. As people write down an action, they can immediately add the sticky note to the board.
2. Group actions together
Once everyone has had a chance to brainstorm, you can start grouping these actions together into various overarching groups. These groups should represent your overall objectives. Name these categories as they relate to each other, and this part of the exercise will help establish your KPIs. For example, newsletter sign ups (a key metric) and blog subscribers (a key metric) could be under an overall lead generation KPI.
3. Sort, remove, and add key metrics/KPIs as needed
Now that your team has an overview of key metrics and KPIs, you can start to tweak. Maybe you’ve thought of an additional key metric to support one of the strategic objectives or maybe there’s a different KPI that makes sense for certain actions.
And after you’ve completed this method with your team, you will have established key metrics and KPIs to track and know if your website is successful.
Website KPI examples
The matrix works for any kind of website. These examples show how a KPI, its key metrics, and their triggers fit together for four common site types.
| Site type | KPI | Key metrics | Triggers |
|---|---|---|---|
| B2B or service business | Lead generation | Newsletter signups, contact-form submissions, demo requests | A visit to the confirmation page after each form |
| E-commerce | Online sales | Completed purchases, add-to-cart actions | A visit to the order confirmation page, a click on the add-to-cart button |
| Higher education | Student recruitment | Request-for-information forms, application starts | A visit to the form confirmation page, a visit to the application start page |
| Information or government services | Self-service | Help article views, online form completions | A visit to a help article page, a visit to the submission confirmation page |
KPI matrix template
Copy this layout into a spreadsheet, clear the cells, and fill it in with your own objectives and key metrics.
| Key metric | Generate leads online | Sell online | Help users help themselves | Trigger |
|---|---|---|---|---|
| Newsletter signup | ✓ | Visit to the newsletter thank-you page | ||
| Contact-form submission | ✓ | Visit to the form confirmation page | ||
| Completed purchase | ✓ | Visit to the order confirmation page | ||
| Help article view | ✓ | Visit to a help article page | ||
| Guide download | ✓ | ✓ | Click on the download button |
Review your KPIs whenever your website’s objectives change, such as after a redesign, a product launch, or a shift in strategy, and at least once a year otherwise.