Overview of KPI

1. Benefits of Using KPIs

KPIs (Key Performance Indicators) are performance measurement metrics that provide a quantifiable way to assess work efficiency. They are used to measure and evaluate the effectiveness of work based on figures, ratios, and quantitative indicators, reflecting the operational effectiveness of organizations or functional departments within a company or individual businesses. Each department in the company has different KPIs to objectively assess the performance of each department and individual.

Using KPIs will help you:

Easily control employee performance.

Assist management in determining fair compensation and incentives based on results, motivating employees to perform better.

Help employees understand the overall goals of their work, prioritize important tasks, and work towards achieving them.

Create a competitive yet professional environment within the team, motivating employees to work autonomously and efficiently.

Provide clear, transparent, and fair performance evaluations, enhancing work performance assessment accuracy.

2. Permissions

Access Rights To create and manage KPIs on the system, you need to have specific permissions for the KPI function:

Access: Can view KPI data.

Add New: Can create new KPI entries.

Edit: Can modify existing KPIs.

Delete: Can remove KPI entries.

Approve: Has the authority to approve and finalize KPIs.

View All: Can view all KPIs in the system.

3. Types of KPI Indicators

There are three types of KPI indicators in Getfly:

Predefined Data KPIs: Indicators automatically measured by the system.

Manually Input Data KPIs: Indicators not automatically measured by the system, requiring manual input.

Formula-Based KPIs: Indicators that need formulas based on statistical data from predefined KPIs.

Below are the KPI indicators that the system can automatically measure: 1 Number of Orders 25 Completed Warranty Tickets 2 Number of Product Types Sold 26 Revenue by Product 3 Sales Amount 27 Revenue by Product 4 Total Revenue 28 Number of Products Sold 5 Revenue 29 Number of Opportunities Created in the Period 6 Revenue After Discount 30 Revenue by Product Group 7 Total Revenue 31 Sales by Product Group 8 Profit 32 Product Group Revenue 9 Paid Amount 33 Total Opportunities in the Campaign 10 Customers Who Made Purchases (Excluding Casual Buyers) 34 Total Tickets 11 New Customers + Account Managers 35 Average Rating of Ticket 12 New Customers Created 36 Number of Opportunities Called 13 Engaged Customers 37 Revenue Based on Receipt 14 Outbound Calls to Customers 38 Customers per Order 15 Percentage (%) of Engaged Customers / Customers Managed 39 Number of Calls 16 Percentage (%) of Buyers / Customers Managed 40 Number of Tasks 17 Number of Tardiness 41 Total Paid Amount 18 Total Absence 42 Outstanding Amount 19 Number of 5-Star Tasks 43 Total Workload 20 Number of 4-Star Tasks 44 Total Completed Workload 21 Number of 3-Star Tasks 45 Revenue and Divided Revenue 22 Number of Successfully Sent Emails 46 Total Task Completion Time 23 Number of Successfully Sent SMS 47 Number of Completed Tasks 24 Created Warranty Ticket