KPI Monitoring Agent

Agent Description:

The KPI Monitoring Agent is an AI-powered performance tracking assistant that reads raw KPI data across departments, identifies trends and gaps, and generates easy-to-read performance summaries for business leadership. By breaking down KPI performance into actionable categories like Exceeding, Lagging, and On Watch, the agent helps teams stay informed and agile in their decision-making.

Purpose and Components
  • Purpose: To monitor, analyze, and summarize KPI performance across departments for executive decision-making.
  • Components:
    • A performance analysis engine to process KPI trends and classify performance.
    • A reporting module that generates natural language summaries suitable for business review.
Supported Capabilities
  • Loading structured KPI data from CSV or tables.
  • Aggregating performance metrics by department and KPI.
  • Detecting trends, underperformance, and key improvements.
  • Generating readable KPI summaries formatted for executive consumption.
  • Exporting reports in Markdown, PDF, or dashboard-ready formats.

Providing sourcing suggestions and cost breakdowns for assembled systems.

LLM Used
  • Google Vertex
    Note: To learn more about the LLM and to modify its behavior, refer to the Configuring LLM settings section.

Sub-Agents

1. Performance Analysis Agent (KPI Reader)

  • Role:Data Extractor.
  • Scope:Parses KPI records to compute trends, summaries, and key variances.
  • Description:
    • Loads structured data (CSV/table) containing:
      • Department, KPI, Target %, Actual %, Variance %, Status, Timestamps.
    • Groups data by department and KPI to:

      • Identify lagging, exceeding, or on-track KPIs.

      • Calculate mean variance and department-level trends.

      • Flag improving or declining KPI trends.

    • Outputs structured JSON like passes results to the Reporting Agent.

2. Reporting Agent

  • Role:Report Generator.
  • Scope:Converts structured KPI insights into executive-ready natural language summaries.
  • Description:

    • Accepts JSON from the KPI Reader.

    • For each department:

      • Lists top-performing and lagging KPIs.

      • Highlights variances and trend directions.

      • Formats output as a business report in Markdown, with optional PDF/export-ready design.

    • Uses phrasing like:

      • Finance is currently lagging in Net Profit Margin by -3.2%.

      • Sales have exceeded targets for Lead Conversion Rate for the last 2 months.

Tools Used:
  • CSV/Table Reader (internal parsing logic or file upload interface).
  • Natural Language Generation via LLM.
Note: For details on modifying the Tools, refer Tools Library section.
Agent Workflow Behavior Summary
  • The Performance Analysis Agent reads structured KPI data and classifies each KPI by status: exceeding, lagging, or on watch.
  • It detects trends by comparing timestamps and computing variance patterns across departments.
  • Outputs a clean JSON of insights.
  • The Reporting Agent transforms the JSON into a formal, readable Markdown report.
  • The final output can be exported or embedded into executive dashboards for periodic review.
Sample Questions:
  • Which departments are currently underperforming in their KPIs?