KPI Definition (Enterprise CRM)
A KPI definition provides a quick measure of your business metrics primarily focusing on key targets and objectives of your business.
For example, you can calculate the current state of your sales for existing and new customers. This would be very useful in monitoring open calls, new customers of interest and other related information without having to be informed by email.
A KPI definition record allows you to specify operations on specific field of an info area and calculate the required metrics. You can specify target values to be achieved and measure the percentage of target achieved and the standard deviation from the target by scheduling the KPI definition to perform the calculation for specified time periods. For example, you could specify that the KPI calculation is performed “per week” and the calculation would consider the required field values for the previous week once the definition is executed.
The following example illustrates how the KPI calculations are performed for different calculation periods (assuming the KPI calculation is scheduled to start on May 10th 2017):
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Per Hour - The KPI value is calculated for the previous 60 minutes from the scheduled time.
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Per Day – The KPI value is calculated for the previous 24 hours from the scheduled date and time.
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Per Week – The KPI value is calculated for the previous week: April 30th to May 7th.
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Per Month - The KPI value is calculated for the previous month: April 1st to April 30th.
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Per Quarter – The KPI value is calculated for the previous quarter: Jan 1st to March 31st.
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Per Year - The KPI value is calculated for the previous year: Jan 1st to December 31st 2016.
You can use the following operations in a KPI definition to generate the required values: Add; Average; Count; Divide; Maximum; Minimum; Multiply; Subtract; and Sum.
As an administrator you can allow the CRM.web users to access one or more of the following menu items by creating appropriate roles and assigning them to the users.
- Create and schedule a new KPI definition: Administration > KPI > New Schedule.
- Search for scheduled KPI definitions: Administration > KPI > Search Schedules.
- Search the results of the KPI runs performed: Administration > KPI > Search Results.