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

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, Manually Input Data KPIs and Formula-Based KPIs

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

2. Number of Product Types Sold

3. Sales Amount

4. Total Revenue

5. Revenue

6. Revenue After Discount

7. Total Revenue

8. Profit

9. Paid Amount

10. Customers Who Made Purchases (Excluding Casual Buyers)

11. New Customers + Account Managers

12. New Customers Created

13. Engaged Customers

14. Outbound Calls to Customers

15. Percentage (%) of Engaged Customers / Customers Managed

16. Percentage (%) of Buyers / Customers Managed

17. Number of Tardiness

18. Total Absence

19. Number of 5-Star Tasks

20. Number of 4-Star Tasks

21. Number of 3-Star Tasks

22. Number of Successfully Sent Emails

23. Number of Successfully Sent SMS

24. Created Warranty Ticket

25. Completed Warranty Tickets

26. Revenue by Product

27. Revenue by Product

28. Number of Products Sold

29. Number of Opportunities Created in the Period

30. Revenue by Product Group

31. Sales by Product Group

32. Product Group Revenue

33. Total Opportunities in the Campaign

34. Total Tickets

35. Average Rating of Ticket

36. Number of Opportunities Called

37. Revenue Based on Receipt

38. Customers per Order

39. Number of Calls

40. Number of Tasks

41. Total Paid Amount

42. Outstanding Amount

43 Total Workload

44. Total Completed Workload

45. Revenue and Divided Revenue

46. Total Task Completion Time

47. Number of Completed Tasks