Now with rapid report and dashboard prototypingNEW
The complete ROKS Step 6 workflow is now in KTS – turn your KPI tree into a stakeholder-ready dashboard prototype in minutes, not weeks.
Whether you run strategy sessions or deliver BI dashboards, KPI Tree Studio gives you a proven structure that's fast to iterate, a template library, and Bernie-trained AI to get to defensible KPIs without starting from a blank page.
7-day free trial on subscriptions
Use it in your browser. Cancel anytime. Export and keep your work.
Watch how easy it is to create professional strategy visualisations.
Demo video coming soon
In live sessions, the hardest part is not drawing boxes. It's filling the blank page with strong Theme and Tactical layers and technical KPIs fast enough to keep the room moving.
You lose billable hours to polishing, not consulting. Aligning shapes, nudging connectors, and rebuilding a clean version after the session steals time from diagnosis and facilitation.
Every engagement starts from scratch again. You end up reworking old decks and patching together Miro and Visio because nothing is purpose-built for Bernie-format KPI Trees.
If you run BI engagements, you feel a different version of the same problem
Dashboards are built that nobody uses because the client never agreed what 'good' looks like or what actually needs measuring.
There's no credible tool to help you challenge clients constructively and steer the conversation upstream into drivers, definitions, and measures before you build anything.
You get dragged into endless revisions because KPIs are vague, political, or contradictory once stakeholders see the numbers.
if the KPI Tree is weak or messy, trust drops and trust is the business.
if you cannot guide the room quickly, the session turns into expensive confusion.
too much effort goes into finicky formatting, not diagnosis and facilitation.
recurring subscriptions for tools you only need a few times a year, plus a stack of 'almost works' apps.
It gives you a proven method to break strategy down into strong drivers and KPIs quickly, so you can lead the conversation and immediately ship clean, professional deliverables that stakeholders actually use.
Build the analytical foundation – ROKS Steps 1, 3, 4 and 5
The professional-grade tool for clarifying strategy, building KPI trees, shortlisting candidate measures and defining them precisely. The same Designer you already know, with collaborative shortlisting and KPI definition management already in place.
Prototype the dashboards – ROKS Step 6
Turn your shortlisted KPIs into stakeholder-ready dashboard prototypes in minutes. Share via real-time link, gather comments without anyone needing an account, then ship the production version once.
Explore Prototyping →In workshops and live sessions, the hardest part is not drawing boxes. It is producing strong driver layers and credible KPIs fast enough to keep the room moving.
KPI Tree Studio helps you build a clean draft in 30 to 60 minutes, often during or immediately after the session, so you can send a polished client-ready product the same day instead of "tidying it up" later.
Every new engagement should not mean rebuilding a KPI Tree from a blank slide or recycling an old deck and hoping it fits.
With KPI Tree Studio you have three clean starting points:
Then save what you create into your own personal template library, so your best Trees become reusable assets across niches and engagements.
When the room is watching, the risk is not "can I draw this." It is "can I generate the right drivers and measures fast without sounding generic."
The KPI Tree Studio Professional plan includes method-trained AI to surface non-obvious drivers, tighten wording, and sanity-check completeness, so you can move faster without losing rigor.
AI that works the way a KPI expert would:
You already have Miro, PowerPoint, Google Slides, Lucid, Visio and more. None of them are built for Bernie-format KPI Trees, so billable time disappears into spacing, connectors, and rebuilding a clean version after the session.
KPI Tree Studio keeps formatting consistent in Bernie's style and makes it easier than ever to publish and hand over: export clean outputs (PDF, image, and share link, plus optionally Excel or JSON) that drop straight into client decks and reports the same day.
ROKS is a 7-step method for designing KPIs that actually get used. KPI Tree Studio now covers five of those steps, including the new Step 6: Prototype.
Steps 2 (Engage) and 7 (Go Live) are human and organisational work no software replaces. We focus on doing the design work brilliantly.
Learn the method →INTRODUCING – ROKS STEP 6
The Prototyping module turns your KPI tree into stakeholder-ready dashboards before a single line of production code is written. Stop redesigning production dashboards after stakeholders see them.
If you've ever rebuilt a dashboard three times after a stakeholder review, this one is for you.
From blank canvas to client-ready deliverable in three simple steps. Starting with just your Chrome browser, log into KPI Tree Studio....
Start with a proven framework or begin from scratch. Our templates cover every major industry and use case.
Use AI suggestions to populate your tree with relevant KPIs. Drag, drop, and refine until it's perfect.
Download your polished KPI tree in any format. Share password protected and time-limited links for maximum reach, security and time efficiency.
Picture your next client session.
You open a proven Bernie-format KPI Tree instead of staring at a blank canvas. The structure appears quickly. You stay in facilitator mode because you are not fighting layout. When the room asks "what else drives this," you have AI prompts and suggestions that help you surface non-obvious angles without drifting into generic KPI lists.
You finish with something clean. Something publishable. Something you can share quickly and effortlessly.
And if you are in BI, you finally start dashboard work with a clear KPI logic that stakeholders have already agreed to.
Impress clients with professional deliverables
Connect dashboards to strategy
Align teams around clear metrics
Communicate strategy visually
Walk into your next client meeting with a polished KPI tree that shows you mean business. No more last-minute diagram panic.
7-day free trial on subscriptions
I'm Bernie Smith, founder of Made to Measure KPIs, creator of the ROKS methodology, and the inventor of KPI Trees.
For 25+ years I've helped organisations turn strategy into results, from Kimberly-Clark, Coca Cola and Guinness to every major UK retail bank, plus many other sectors in between. I've sold over 100,000 KPI books worldwide (including KPI Checklists, translated into Spanish and German), and share this work with 5,500+ LinkedIn followers and 14,000+ email subscribers.
KPI Tree Studio exists because I know the reality of this work. Building KPI Trees live in workshops should not mean wrestling with diagram tools or risking generic, low-rigor outputs. We built a tool that supports the method properly and helps you publish clean work in record time.
Try any plan risk-free. Cancel anytime.
7-day free trial on subscriptions
Prototyping is included in all paid plans. AI-powered features (AI first draft, AI commentary generation) are available on Pro and Black Belt plans.
Watch how KPI Tree Studio helps you build clarity and alignment across your organisation.
When you sign up for KPI Tree Studio, you'll automatically unlock the following bonuses:
Get a private 30-minute onboarding call with Bernie Smith to help you get set up fast, choose the right starting templates, ask any questions and tailor your workflow for your next engagement.
Get access to Excel dashboard templates, training videos, and ready-made examples to help you create stunning business dashboards that complement your KPI Trees.
Total Bonus Value: $648
Included FREE with your purchase
7-day free trial on subscriptions
See what our users have to say about KPI Tree Studio.
Subscriptions start with a 7-day free trial — cancel anytime, no charge. Lifetime deal purchases are protected by a 30-day no-quibble money-back guarantee.
Build and publish polished and credible KPI Trees fast, even under workshop pressure
This is not a template pack. It is not "AI will do your job."
It is a system for producing consistent, client-ready KPI Trees in Bernie's format, with a starting library and thinking support built in (Professional plan) to eliminate those "blank-page" moments.
7-day free trial on subscriptions
Weekly tips and templates for better KPI management.
Join professionals who've transformed how they visualise strategy. Start your free trial today.
7-day free trial on subscriptions