brainX

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:

FieldDescription
Q1 revenue targetAmount for the revenue target in Q1
Q2 revenue targetAmount for the revenue target in Q2
Q3 revenue targetAmount for the revenue target in Q3
Q4 revenue targetAmount for the revenue target in Q4
Leads ComplianceThis figure is used for the planned KPI “Acceleration Compliance”. It indicates how many touches/week should be the target.