> For the complete documentation index, see [llms.txt](https://helpdesk.getfly.vn/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdesk.getfly.vn/app/user-guide/kpi-management.md).

# KPI Management

## 1. Benefits of KPIs in Getfly

The new KPI version in Getfly CRM offers many benefits for users, including:

Clarifies Goals and Roles: Helps each employee and department understand their goals and role in achieving the company’s overall objectives.

Performance Tracking and Evaluation: Makes it easier for management to monitor and assess the performance of individuals and departments, enabling them to implement appropriate rewards and training.

Clear and Transparent KPI for Each Individual: Each employee has a clearly defined KPI, providing transparency in performance evaluation and setting goals for career progression to the next level.

Flexibility in KPI Management: The use of KPIs by level and position helps the company easily manage and adjust the KPI system according to actual needs and adapt to business strategy changes.

## 2. KPI List

To access the KPI list, go to the Getfly App -> Expand tab -> KPI -> KPI List. You will see a list of KPIs by department.

<figure><img src="/files/hgu2u7HecdjeKyCJL08e" alt=""><figcaption></figcaption></figure>

Search Functionality: You can search for the department name in the search box. When you click on a department, the list of employees in that department will appear, including the following information:

* KPI Name
* Employee Position within the Department
* Employees in the position
* The months when the KPI is set to repeat

From here, you can search for a specific KPI. Additionally, by clicking on the KPI name, the app will display detailed KPIs for the employees it applies to. You can finalize (close) KPIs for all employees by clicking Close All, or you can search for individual employees' KPIs.

<figure><img src="/files/qrqs21yRuaKV2P3vzfzM" alt=""><figcaption></figcaption></figure>

## 3. Creating a New KPI

### 3.1 Create a New KPI

To create a new KPI, go to the Getfly App -> Expand tab -> KPI -> KPI List -> click on the + icon to add a new KPI -> choose the department for which you want to create the KPI -> Next.

<figure><img src="/files/9QKapSSVbMCO1mwUFDO1" alt=""><figcaption></figcaption></figure>

Creating a new KPI on the app involves the following 5 Steps:

**Step 1:** KPI Name Enter the KPI name (Specify the department and position it applies to).

Step 2: Select Metrics Choose the KPI metrics (You can either select suggested sample metrics or create custom metrics).

Click Apply. You can adjust the value of each metric by clicking on the pencil icon to edit.

<figure><img src="/files/JWT4s61YNa7JPLKCQOtj" alt=""><figcaption></figcaption></figure>

**Step 3:** Setup Select whether the KPI should repeat monthly or for a specific month.

<figure><img src="/files/dDsxgjYEhLKtpWqP7rIk" alt=""><figcaption></figcaption></figure>

**Step 4:** Test Choose the month you want to test the KPI data for. You can select another month for testing.

<figure><img src="/files/rI2NAhnubh6vKrIkBGuR" alt=""><figcaption></figcaption></figure>

**Step 5:** Completion The system will display the list of employees to whom the newly created KPI will be applied.

### 3.2 Types of KPI Metrics

* **Predefined Metrics:** These metrics are sourced from existing data.
* **Custom Input Metrics:** These metrics are manually entered by the user.
* **Calculated Metrics:** These metrics are generated using a formula based on other data.


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