KPIs

A Key Performance Indicator (KPI) is a business metric to help an organization define and measure progress towards organizational goals. KPIs and charts help managers to:

  • Gain real-time insight into the vital signs of the sales organization.
  • Make timely adjustments to meet sales goals.
  • Gain insight into key success drivers and blockers.
  • Set targets and create contests with just a few clicks to motivate winning behaviors.

 

Default KPIs

The following KPIs appear by default in the Home dashboard. Configure and hide these tiles from the dashboard, or edit and delete these KPIs, by clicking Action Menu [...] in the top-right corner of the KPI tile.

  • Leads Created
  • Potentials Created
  • Revenue Generated
  • Sales Won
  • Sales Lost

 

View chart

Click on any KPI to show an interactive trend chart for the selected KPI. You can also breakdown the data by team, employee, or selected fields in the associated CRM record. For further comparison and analysis, you can add KPIs and/or targets to the chart.

Select a specific point or bar in the chart to see the associated CRM records at the bottom of the page. To see all records in a chart, click SHOW ALL RECORDS.

 

Note:

  • Company KPIs and charts include data produced by both active Motivator users and other CRM users. However, you can only filter and breakdown KPIs and charts By Employee for active Motivator users.

 

Add existing KPIs

  1. Click +KPI button at the top of the dashboard.
  2. Select the existing KPI you’d like to add from the dropdown.
  3. Select your configuration from the available options.

 

Create new KPIs

  1. Click +KPI button at the top of the dashboard.
  2. Select New KPI from the menu.
  3. Select the formula you’d like to use for your KPI. There are three formulas to choose from: 
    • Sum: Sum of records created or values of a numeric field in a CRM record over time.
    • Average: Computes the average value of a numeric field in a CRM record over time.
    • Rate/Ratio: Computes the ratio of two metrics over time.
  4. Click ADD BEHAVIOR to define the CRM activities for this KPI. Learn more about behaviors here. The number of behaviors that you can add depends on the formula that you have selected.
    • Sum: Add an unlimited number of behaviors.
    • Average: Add one behavior with a CRM module containing numeric fields.
    • Rate/Ratio: Add up to two behaviors.
  5. When all behaviors have been added, select whether your goal is to Increase or Decrease points, then click NEXT.
  6. Enter a Name and Description for your KPI, then click NEXT.
  7. Review​ your settings, and click SAVE.

Edit KPIs

  1. Click Action Menu icon [...] in the top-right corner of the KPI you want to edit.
  2. Select Edit KPI from the menu.
  3. Select a field to edit and make your changes.
  4. Click SAVE.

Delete KPIs

  1. Click Action Menu icon [...] in the top-right corner of the KPI you want to delete.
  2. Select Remove KPI permanently from the System.

Note:

  • When you delete a KPI, all targets and KPI tiles associated with the KPI (including tiles on other dashboards) will be deleted as well.

 

Peer comparison

Users can click Action Menu icon [...] in the top-right corner of the KPI and select Peer Comparison to compare their performance to that of their peers. This can motivate users to step up their game and/or seek help when needed.

To gain further peer performance insights, click on the tile to show the KPI trend chart and then view By Employee. Based on this analysis, you can pair higher performers with lower performers to create a balanced team contest to foster teamwork and peer-coaching.