How to Configure Sales KPI’s

Added in Version 0.24

Overview

• In this article we’ll explain how to setup sales KPI’s used in the Sales Dashboard.

How to configure default Sales KPI’s

1. Open the Main Menu and scroll down to CONFIGURE.
2. Click Settings.
3. Click the Set KPIs button.
4. Set one or more of the following KPI’s for each Sales Category:
   • Min. Conv. % – Minimum Conversion Percentage for the Month
   • Target Conv. % – Target Conversion Percentage for the Month
   • Target Ave. Sales $ – Target Sales Amount (as an average) for the Month
   • Target Var to List Price % – Target Variance Percentage to List Price for the Month
   • Target Ave. Margin $ – Target Average Margin Amount for the Month
   • Target Sales $ – Target Sales Amount for the Month
5. When the KPI’s have been set click OK.
6. On the Settings page, scroll down to Quote Settings.
7. Fill out the Monthly Sales Target $ and Monthly Conversion % Target.
8. Set the KPI Measure to one of the following values:
   • Average Sales
   • Var to List Price
   • Margin
   • Sales

How to configure KPI’s for a Sales Person

1. Open the Main Menu and scroll down to CONFIGURE.
2. Click Users.
3. Select the sales person and click the Set KPIs button.
4. Set one or more of the following KPI’s for each Sales Category:
   • Min. Conv. % – Minimum Conversion Percentage for the Month
   • Target Conv. % – Target Conversion Percentage for the Month
   • Target Ave. Sales $ – Target Sales Amount (as an average) for the Month
   • Target Var to List Price % – Target Variance Percentage to List Price for the Month
   • Target Ave. Margin $ – Target Average Margin Amount for the Month
   • Target Sales $ – Target Sales Amount for the Month
5. Once KPI’s have been set for a sales person, the Has KPIs column will automatically tick.
6. Optionally – Fill out the Monthly Sales Target $ and Monthly Conversion % Target on the Users list.