This training provides a comprehensive understanding of KPIs in OKRify, covering what KPIs are, how they are used, and how to create and integrate them with OKRs, Scorecards, and Contests. You will learn the difference between Simple and Advanced KPIs, how to link KPIs to OKRs, and how to track performance using real-time data.
A Key Performance Indicator (KPI) is a metric based on any Salesforce data. KPI can be easily configured based on any standard or custom objects in Salesforce.
OKRify provides Simple and Advanced KPIs.
Simple KPI: Based on one metric. Example: Number of Leads for European Team, Sum of Closed Opportunity Amount for North America Team, Average Deal Size for Asia Team.
Advanced KPI: Based on two metrics, and a formula can be set to calculate a KPI. Example: Opportunity Won Ratio, Qualified Lead Ratio, Opportunity Lost Ratio.