Kpi Sheet

What this page helps with

If you need to complete “Kpi Sheet”, Kequan Office’s path is: draft with AI inside a real Office document, then approve write-back (Calc).

When this usually comes up

People tackling “Kpi Sheet” usually want faster document/spreadsheet/deck work without cloud AI silently rewriting files, uploading full documents, or locking them to online accounts. Kequan is a desktop suite with optional cloud quota.

Recommended path

Recommended path for “Kpi Sheet” (Calc):

1. 打开表格或从模板创建预算/考勤等表
2. 选中相关区域
3. 侧栏芯片：公式 / 清洗 / 汇总 / 解读
4. 查看 dry-run 摘要与写回块
5. 批准写回；校验失败时二次确认
6. 用改稿记忆约束「别动金额列」等

Skills / capabilities: 公式助手, 数据清洗, 表格美化, 数据汇总, 图表助手, 数据解读

Features & logic

User intent / skill match / inject queue
  → (large tasks) work-plan confirmation
  → model draft (FIX| / outline / formula blocks …)
  → human Diff review: approve / reject
  → DocumentAIApply write-back
  → soft validation cards + undo write-back

Key rules:

• Consult/QA without write-back blocks stays consultative — never silent replace
• Work-plan confirm ≠ permanent silent-edit authorization
• Edit memory is local per document (e.g. “don’t touch amount columns”) and not uploaded
• Inline ⌘/Ctrl+K and ghost ⌘/Ctrl+. share the same trust chain (Tab approve / Esc reject)
• GUI default Shell safe first screen; idle can upgrade to the full AI panel

Checklist

1. Is the goal clear (aligned with “Kpi Sheet”)?
2. Start from a template or prior draft
3. Confirm a work plan for large tasks first
4. Write hard constraints into memory (amounts / doc IDs / titles)
5. Review Diff before approval
6. Spot-check key paragraphs / formulas after write-back

Trust & limits

• Local-first; no silent full-document upload
• Write-back requires approval; one approval is not permanent
• PDF understanding ≠ full Acrobat editing
• Business templates are scaffolds, not online approval workflows
• Preview installers may be unsigned
• Post-write checks are soft signals; large edits may false-negative

Related reading

If you are working on “Kpi Sheet”, these links are usually the next useful steps:

• /docs/calc.html
• /docs/ai-plans.html
• Guides
• Use cases
• Compare
• Docs
• Download

Next actions

1) Download the client and set up a local model or official cloud login; 2) run draft → approve → validate on a real file; 3) store hard constraints in memory; 4) enable membership when the team needs quota.

Site https://www.03122.com
Docs https://www.03122.com/id/docs/
API  https://api.03122.com
Auth https://www.03122.com/id/account/device.html

FAQ

How to do Kpi Sheet in Kequan?

Follow the recommended path: use Kequan AI draft then approve write-back.

Will it auto-edit files?

No. Write-back requires explicit approval.

Fully offline?

Editing + local models work offline; cloud quota needs network.

Vs WPS/Word/Copilot?

Kequan emphasizes local-first approve-before-write. See Compare hub.

Developer access?

Device-code login to api.03122.com; MCP stdio requires humanApproval for apply.

Related: Guides · Use cases · Compare · Docs