diff --git a/frontend/src/views/KPIList.vue b/frontend/src/views/KPIList.vue
index 7d781ea6..23f928bd 100644
--- a/frontend/src/views/KPIList.vue
+++ b/frontend/src/views/KPIList.vue
@@ -5,7 +5,7 @@
       <h3>KPI字典</h3>
       <div class="header-actions">
         <el-button @click="openTemplateDialog">📋 从模板创建</el-button>
-        <el-button type="primary" @click="showForm=true; form={}; editMode=false">+ 新建KPI</el-button>
+        <el-button type="primary" @click="openCreate">+ 新建KPI</el-button>
       </div>
     </div>
 
@@ -170,6 +170,34 @@
 
     <!-- 新建/编辑对话框 -->
     <MyDialog v-model="showForm" :title="editMode ? '编辑KPI' : '新建KPI'" :width="640">
+      <!-- KPI设计引导（五步法·五规则，新建时显示） -->
+      <div v-if="!editMode" class="design-guide">
+        <el-collapse v-model="guideOpen">
+          <el-collapse-item name="guide">
+            <template #title>
+              <span class="guide-title">📐 KPI设计引导（五步法 · 五规则）</span>
+            </template>
+            <div class="guide-steps">
+              <div v-for="(s, i) in guideSteps" :key="i" class="guide-step">
+                <span class="step-no">{{ i + 1 }}</span>
+                <div class="step-body">
+                  <div class="step-title">{{ s.title }}</div>
+                  <div class="step-desc">{{ s.desc }}</div>
+                  <el-input v-model="designDraft[s.field]" :placeholder="s.placeholder" size="small" />
+                </div>
+              </div>
+            </div>
+            <div class="rule-checks">
+              <div class="rule-title">五规则实时校验</div>
+              <div v-for="c in designChecks" :key="c.label" class="rule-check">
+                <span :class="c.pass ? 'ok' : 'fail'">{{ c.pass ? '✅' : '❌' }}</span>
+                <span>{{ c.label }}</span>
+                <span v-if="c.note" class="rule-note">{{ c.note }}</span>
+              </div>
+            </div>
+          </el-collapse-item>
+        </el-collapse>
+      </div>
       <el-form :model="form" label-width="110px" size="small">
         <el-row :gutter="20">
           <el-col :span="12">
@@ -432,6 +460,41 @@ const editMode = ref(false)
 const form = ref<any>({})
 const saving = ref(false)
 
+// 新建入口：重置表单 + 设计引导草稿
+function openCreate() {
+  editMode.value = false
+  form.value = {}
+  designDraft.value = {}
+  guideOpen.value = ['guide']
+  showForm.value = true
+}
+
+// ── KPI设计引导（五步法·五规则，对应 docs/kpi-design-rule.md）──
+const guideOpen = ref(['guide'])
+const guideSteps = [
+  { field: 'duty', title: '① 明确岗位职责', desc: '这个KPI考核谁的什么岗位？岗位存在的价值是什么？', placeholder: '如：销售岗——负责新客户开拓与回款' },
+  { field: 'customer', title: '② 分析客户是谁', desc: '服务对象：内部客户（上级/下游部门）+ 外部客户（终端/渠道）', placeholder: '如：外部客户（新签/续约）+ 内部（交付/财务）' },
+  { field: 'requirement', title: '③ 分析客户需求', desc: '客户对这个岗位的期望标准是什么？', placeholder: '如：快速响应、按时交付、回款可控' },
+  { field: 'output', title: '④ 确定成果输出', desc: '岗位需要产出什么可交付成果？（即本KPI，填入上方表单）', placeholder: '如：新签客户数、签约金额' },
+  { field: 'factors', title: '⑤ 五因素设计指标', desc: '时间/数量/质量/成本/风险——对应下方表单字段', placeholder: '如：数量=新签数(目标值)、时间=频率(月度)、质量=满意度(阈值)' },
+]
+const designDraft = ref<Record<string, string>>({})
+
+const designChecks = computed(() => {
+  const f = form.value || {}
+  const dimCount = kpis.value.filter((k: any) => k.dimension === f.dimension).length
+  const hasTarget = f.target_monthly != null || f.target_quarterly != null || f.target_yearly != null || f.target_value != null
+  return [
+    { label: 'KPI名称已填（SMART·具体）', pass: !!f.kpi_name },
+    { label: '已选维度（BSC四维平衡）', pass: !!f.dimension },
+    { label: '已填单位（可衡量）', pass: !!f.unit },
+    { label: '有目标值（可衡量·五因素数量）', pass: hasTarget },
+    { label: '已选频率（SMART·有时限）', pass: !!f.frequency },
+    { label: '已选负责人（责任到人）', pass: !!f.responsible_user },
+    { label: '本维度KPI数量≤6（规则①）', pass: dimCount < 6, note: dimCount ? `当前${DIM_MAP[f.dimension] || ''}维度已有${dimCount}个，建议聚焦` : '' },
+  ]
+})
+
 // ── 编辑入口：列表行 → 弹窗编辑（与新建一致）──
 function openEdit(row: any) {
   editMode.value = true
@@ -667,6 +730,17 @@ function onDimensionChange(val: string) {
 
 async function saveKPI() {
   if (saving.value) return
+  // KPI设计规范·基础门禁（仅新建模式；五步法成果输出 + SMART可衡量）
+  if (!editMode.value) {
+    if (!form.value.kpi_name || !form.value.dimension) {
+      ElMessage.warning('请先填写 KPI名称 和 维度（KPI设计规范·五步法）')
+      return
+    }
+    if (!form.value.unit || (form.value.target_monthly == null && form.value.target_quarterly == null && form.value.target_yearly == null && form.value.target_value == null)) {
+      ElMessage.warning('请补充 单位 和 至少一个目标值（KPI设计规范·SMART可衡量）')
+      return
+    }
+  }
   saving.value = true
   try {
     // 多粒度目标同步：按frequency将对应周期目标写入target_value(兼容评分/阈值等旧逻辑)
@@ -801,6 +875,83 @@ onMounted(() => {
   display: flex;
   flex-direction: column;
 }
+
+/* ── KPI设计引导（五步法·五规则）── */
+.design-guide {
+  margin-bottom: 12px;
+  border: 1px solid #d9e8ff;
+  border-radius: 8px;
+  background: #f8fbff;
+  overflow: hidden;
+}
+.guide-title {
+  font-weight: 600;
+  font-size: 13px;
+  color: #1f4e9c;
+}
+.guide-steps {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  padding: 4px 8px 10px;
+}
+.guide-step {
+  display: flex;
+  gap: 10px;
+  align-items: flex-start;
+}
+.step-no {
+  width: 22px;
+  height: 22px;
+  border-radius: 50%;
+  background: #409EFF;
+  color: #fff;
+  font-size: 12px;
+  font-weight: 600;
+  display: flex;
+  align-items: center;
+  justify-content: center;
+  flex-shrink: 0;
+  margin-top: 2px;
+}
+.step-body {
+  flex: 1;
+}
+.step-title {
+  font-size: 13px;
+  font-weight: 600;
+  color: #303133;
+}
+.step-desc {
+  font-size: 12px;
+  color: #909399;
+  margin: 2px 0 4px;
+}
+.rule-checks {
+  border-top: 1px dashed #d9e8ff;
+  padding: 10px 8px 4px;
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.rule-title {
+  font-size: 13px;
+  font-weight: 600;
+  color: #1f4e9c;
+}
+.rule-check {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  font-size: 12px;
+  color: #303133;
+}
+.rule-check .ok { color: #67C23A; }
+.rule-check .fail { color: #F56C6C; }
+.rule-note {
+  color: #E6A23C;
+  font-size: 12px;
+}
 .page-header {
   display: flex;
   justify-content: space-between;