Sabaki Guide

KPI Source Map Setup In Sabaki

How to assign KPI sources, review connector coverage, and keep metric provenance clear in the Sabaki KPI workspace.

The KPI Source Map is the Sabaki control that shows which app, document, or manual source should own each KPI. It keeps metric provenance explicit so founders and investors can see where a value came from before relying on it.

Key Takeaways

How To Configure KPI Sources

  1. Open KPIsGo to the KPI workspace and confirm the active KPI set matches the business model you report.
  2. Review Source Map coverageOpen Source Map and check which KPIs are unmapped, manually maintained, or covered by connected apps.
  3. Choose the preferred sourceAssign the source that should be treated as authoritative for each metric.
  4. Add owner contextAdd a short note when the source needs human context, such as the reporting owner or production system.
  5. Sync or update valuesRun the app sync where available, or record a manual snapshot when the metric is intentionally maintained by hand.

Quick Comparison

Source TypeBest UseReview Habit
Connected appMetrics available from PostHog, Stripe, QuickBooks, or another saved appCheck sync status and provenance after updates
Document sourceMetrics maintained in a model, report, or board packageConfirm the file is current before citing values
Manual entryMetrics that require founder judgment or are not yet integratedRecord who updated the value and when
Unmapped KPIMetrics still waiting for a source decisionAssign or hide before investor-facing reporting
Owner noteContext that explains why a source is trustedKeep notes short and operational

Frequently Asked Questions

What does assigning a KPI source do?

Assigning a KPI source marks the preferred origin for that metric. It helps Sabaki display coverage and provenance, but it does not always fetch a value by itself.

Can one app update every KPI?

Usually no. Different metrics come from different systems, and some may remain manual until the company has a reliable source.

What should I do with unmapped KPIs?

Assign a source, enter the metric manually with context, or remove it from the active KPI set if it is not part of the current reporting model.

Why does provenance matter?

Provenance lets users inspect whether a KPI came from a connected app, document, or manual update before using it in Advisor work, Data Rooms, or investor updates.

Back to Sabaki