KPI Settings
Package: BASIC
1. General
The KPI settings are required for the KPI Header Bar widget for the dashboard on the start page. The KPI Header Bar widget displays selected key performance indicators (KPIs) at a glance.
For more information, see Start page - Dashboard Widgets - KPI Header Bar.
2. Fields
The following fields are available in the “KPI Settings” settings item:
| Field | Description |
|---|---|
| Q1 revenue target | Amount for the revenue target in Q1 |
| Q2 revenue target | Amount for the revenue target in Q2 |
| Q3 revenue target | Amount for the revenue target in Q3 |
| Q4 revenue target | Amount for the revenue target in Q4 |
| Leads Compliance | This figure is used for the planned KPI “Acceleration Compliance”. It indicates how many touches/week should be the target. |