How to create KPI?Last Updated: April 23, 2019
In the previous article we learnt about how KPIs are selected. In this article, we will see how to create a KPI within SmartWinnr.
Go to ADMIN > KPI Settings > Definitions > Click on 'Add New KPI' button on the top corner
Here is how you fill various fields while creating a new KPI:
KPI Name: Enter the name of the KPI. Keep the list of KPIs handy. Example - Revenue, Number of leads
Metric Type: Select the type of measurement - whether its sum of revenue, number of calls.
Format and Dimension: Select the format of the KPI. E.g. Select 'Number' if it's 'Number of Calls'. Select 'Percentage' if it's 'Completion', Select 'Duration' if it's 'Call Duration' and mention 'min' in Dimension. Select 'Currency' if it's 'Revenue' and mention the currency as $.
Select Categories: Select a category to map the KPI's with specific skill areas of reps. This is an optional field. Filling this field is crucial if you want to see a correlation between how trainings and other skill improvements are affecting their performance.
Here are some examples of how KPI Definitions can be created:
Edit KPI Definitions
You can edit KPI definitions that you have already created. Changes can be made in each of the fields.