KPI - Start Here
KPI Overview
What is a KPI A KPI (Key Performance Indicator) is simply a quantifiable measure that is used to gauge or compare performance. These measures can be activity based (number of calls made in a month) or results based (number of sales made per month). ...
Reading your KPI Report
Navigate to the KPI page You will now see a list of KPI's you have set up Click the report circle Icon on the right hand side You will now see an example of Johns Monthly Targets Any completed targets you will see the gold cup and at the top left of ...
Edit a KPI
Navigate to the KPI page You will now see a list of KPI's you have set up Click the edit Pen on the right hand side Change your required targets and then save You can now edit each section of the KPI by simply clicking on the edit pen on the right ...
Add a KPI for the office or Specific User/s
This file will help guide you setting up your KPI's for your office and for Individuals Depending on what you choose will also change the relevant fields associated with that type of KPI. Log in the software Go to the Reports menu Click on the KPI's ...