Employee Report

1. What is an Employee KPI?

The Employee KPI report is an automatically generated summary of the activities that an individual has performed within the system during a specified period of time.

• It provides business owners with a comprehensive overview of the tasks completed by each employee.

• Employees can also view a summary of their own tasks, revenue, and sales performance without spending excessive time compiling reports.

• The system automatically updates KPI reports based on user activities, ensuring transparent and accurate evaluations.

2. Employee KPI Permissions

To view employee KPIs in the system, appropriate access rights must be granted.

• Access: Allows users to view their own KPI statistics.

• View All: Allows users to view KPI statistics for all employees within the system.

3. Employee Overview

If KPIs are configured for employees, the system will display the KPI data under the Overview section. For instance, the example below displays the KPIs for May 2023

(1) KPI Dashboard by Month: Displays the total percentage of KPIs achieved by the employee for each month in 2023.

Clicking on any KPI column will reveal detailed figures.

(2) KPI Breakdown: Shows detailed percentages for each KPI target assigned to the employee. Further below, the system provides a breakdown of performance against each KPI criterion. Each section includes three metrics: Target, Actual, and Average.

4. Conversion Rate

The Conversion Rate table reflects the employee’s performance in moving leads through the sales funnel—from new customer acquisition to final purchase.

The table is divided into five steps: Step 1: New Customers Displays the number of new customers assigned to the employee during the month.

Step 2: Interaction Summarizes all interactions between the employee and customers for the month, including:

Email: Number of emails opened by customers.

SMS: Number of successfully delivered messages.

Calls: Successful outbound calls where the customer answered and call duration was recorded.

Tasks: Includes both customer-linked and independent tasks within the selected date range. Tasks are reported based on start and end dates.

Example: A task starting on Oct 20, 2023 and ending on Dec 20, 2023 will appear in both October and December reports, but not in November.

Clicking on the task count displays the task name, execution time, related customer, and relationship.

Notes: Includes interaction notes recorded in the customer profile.

Step 3: Activities Summarizes all tasks performed by the employee during the month, grouped by project or task type.

Step 4: Orders Provides a summary of all orders processed by the employee during the month.

Orders: Based on the "Order Date" field.

Example: An order created on Dec 20 with an order date of Nov 20 will appear in November’s report.

Contracts: Contracts created by the employee during the month.

Stock Out: Based on the "Stock Out Date" recorded on the dispatch note.

Stock In: Based on the "Stock In Date" on the receipt note.

Note: Stock in/out data is only available if the Getfly Inventory module is in use.

Additional metrics:

Order-to-Customer Ratio: Indicates how many orders each customer places on average.

Purchase Frequency: Distinguishes between one-time and repeat buyers (2+ orders).

Contract Types:

Renewal: Contracts marked as renewals. Useful for service-based businesses that require customers to renew after an initial term.

Expired Contracts: Based on the contract’s effective date, showing how many expired during the reporting month. Step 5: Revenue Shows total revenue from orders, categorized by lead source.

Clicking on revenue numbers will display more details or allow for exporting the conversion rate table.

5. Task Report

Displays task performance within a selected time range.

Example: The report below shows data for January 2024.

Task types include:

Planned: Tasks scheduled prior to Jan 1, 2024 for execution in the month.

Actual: Tasks actually executed during the month.

Breakdown includes task status such as: New, Completed, In Progress, and Overdue (with days overdue specified).

Customer Care Report: Lists customers under the employee's responsibility and their last contact time, grouped into ranges (0–7 days, 7–14 days, … 30–90 days).

6. Customer Lifecycle

(1) Filter by: Customer Source or Relationship Type (2) Then select a specific Source or Relationship (3) Monitoring period: Ranges from 4 days to 12 weeks (4) Start date auto-fills based on your selected period (5) Result: Select a specific status to monitor, e.g., “Closed” status

Click Search to generate the report.

Example: Viewing how many days it takes for a new lead to convert to a closed customer. On Jan 23, 2024, 1 lead was created and converted on the same day. The same occurred on Jan 24.

Note: Clicking on a number reveals the list of customers for that day.

7. Customer Journey Report

This section tracks the number of customers in each relationship status.

(1) Filter by responsible employee

(2) Choose observation period (4 days to 12 weeks)

(3) The system calculates the start date accordingly

(4) Displays customer count per relationship type over time

(5) Shows daily revenue generated

Note: The report reflects customers handled by the selected employee on each specific date.

8. Sales Revenue Report

Displays sales revenue per customer associated with the employee within a specified customer creation period.

Designed to give sales representatives a clear picture of revenue generated from customers they have onboarded.

Filters include:

Employee selection

Relationship type (optional)

Customer creation date (required)

Reporting period (must be within 6 months)

Purchase status with 4 options:

All: Includes all customers (purchased, not yet purchased, processing)

Not Purchased: Created within period but no orders

Processing: Orders exist but not yet approved

Purchased: Approved orders only; supports filtering by number of purchases