Questions about KPIs

Question 1. How to view personal KPIs on Getfly?

There are two ways to view your personal KPIs on Getfly: 1- View KPI on PC: Click on your Avatar (top right corner) ⇒ Select Personal KPI.

2- View KPI on the app: Open the Getfly app ⇒ On the Home screen ⇒ Click on your Avatar (top left corner) ⇒ Select Personal KPI.

Question 2. How to update the latest values of the KPI sheet on Getfly?

1- When to close the KPI:

You need to close the KPI in the following cases:

• If you have previously closed a KPI but need to adjust its value due to changes in the data.

• If the KPI has reached its automatic closure deadline but you need to adjust the value.

If the KPI sheet has not reached its closure deadline and you have not manually closed it, Getfly will automatically update the KPI value every 30 minutes.

2- Steps to close the KPI:

• Go to the KPI list ⇒ Select the department with the KPI sheet.

• Select the KPI sheet you want to update.

• Click View details ⇒ Click Recalculate KPI.

After recalculating the KPI, you can click Close KPI to record the final value.

Method 1: Close all KPIs for your employees:

On the KPI details screen, click Close all.

Method 2: Close individual KPI sheets:

Click View details at the end of each employee’s row. After opening the KPI sheet for that employee, click Close KPI.

Question 3. How to hide some columns in the KPI summary table on Getfly?

Currently, the fields such as unit, weight, and KPI percentage are default fields in the Getfly system and cannot be hidden.

However, you can refer to additional detailed information about KPIs and how to use them on Getfly in this article: KPI usage guide.

Question 4. Can the entire KPI from one salesperson be transferred to another salesperson?

For KPIs related to the person performing the task, you can transfer the entire KPI from one salesperson to another. Follow these steps:

Step 1: Filter the tasks performed by Salesperson 1 and transfer all tasks to Salesperson 2.

Step 2: Set up KPIs for Salesperson 2.

Design the KPI targets for Salesperson 2 with the condition that the person responsible for the task is Salesperson 2. You can refer to the KPI setup guide here.

For example, set the number of completed tasks for Salesperson 2 in a project.

Step 3: Update the targets for Salesperson 2, and the system will take data after transferring the tasks to Salesperson 2.