https://wiki.profitnavigator.net/wiki/index.php?action=history&feed=atom&title=Sales_Mangement_Composite_KPIsSales Mangement Composite KPIs - Revision history2026-05-05T12:06:13ZRevision history for this page on the wikiMediaWiki 1.31.1https://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=580&oldid=prevTim Peeler at 18:03, 6 August 20192019-08-06T18:03:18Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Sales Manager Role|'''Sales Managers''']] have the unique ability to combine KPI groups into '''Composite KPIs''' for group reporting.  If you would like to track sales performance (or other metrics) for several employees, your Sales Manager can configure the KPI Groups for each [[Sales Associate Role|'''Sales Associate''']] to track specific performance metrics across teams.  </div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>[[Sales Manager Role|'''Sales Managers''']] have the unique ability to combine KPI groups into '''Composite KPIs''' for group reporting.  If you would like to track sales performance (or other metrics) for several employees, your Sales Manager can configure the KPI Groups for each [[Sales Associate Role|'''Sales Associate''']] to track specific performance metrics across teams.  </div></td></tr>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== '''Instructions''' ====</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== '''Instructions''' ====</div></td></tr>
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</table>Tim Peelerhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=492&oldid=prevTim Peeler at 16:43, 6 August 20192019-08-06T16:43:52Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Make sure that the calculation method and goals are the same for each KPI you wish to combine into one report. In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must ''exactly'' match the same numbered KPI in every other KPI Group you wish to make a composite KPI. If any setting in any group is different, the composite group will display undefined data.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>Make sure that the calculation method and goals are the same for each KPI you wish to combine into one report. In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must ''exactly'' match the same numbered KPI in every other KPI Group you wish to make a composite KPI. If any setting in any group is different, the composite group will display undefined data.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">[because I don’t have actual data in my Profit Navigator account</del>, <del class="diffchange diffchange-inline">I can’t create this myself</del>. <del class="diffchange diffchange-inline">Ed will need </del>to <del class="diffchange diffchange-inline">tell me how </del>to <del class="diffchange diffchange-inline">do this]</del>.  </div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">To create a Composite KPI Group</ins>, <ins class="diffchange diffchange-inline">start by clicking the green Add New Composite Group button</ins>. <ins class="diffchange diffchange-inline"> Next, provide a title for each of the numbered KPIs, for example if KPI #1 of the group tracks widget production for each member of your King of Prussia manufacturing facility, you may want </ins>to <ins class="diffchange diffchange-inline">title KPI #1 as "King Of Prussia Team Widget Production".  Be sure </ins>to <ins class="diffchange diffchange-inline">complete each of the 10 Composite KPI titles</ins>. <ins class="diffchange diffchange-inline"> </ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">Next, to the right of the KPI Titles section, the Available Groups and Assigned groups list those KPI Groups that are available and those that are assigned to the Composite KPI Group.  Simply click on the title of the available group to add it to the Composite Group or click on the title of the assigned group to remove it from the Composite Group.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">You may have more than one Composite KPI Group.  Using the procedure above, simply create the groups you need and using the selector just below the green Add New Composite Group button will allow you to switch between displayed Composite KPI Groups.</ins></div></td></tr>
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</table>Tim Peelerhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=491&oldid=prevTim Peeler at 16:33, 6 August 20192019-08-06T16:33:03Z<p></p>
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<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">__FORCETOC__</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== '''Explanation''' ====</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>==== '''Explanation''' ====</div></td></tr>
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</table>Tim Peelerhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=417&oldid=prevSteve Kleinman at 17:28, 21 July 20192019-07-21T17:28:34Z<p></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 17:28, 21 July 2019</td>
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<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">[[Sales Manager Role|</del>'''<del class="diffchange diffchange-inline">Sales Managers</del>'''<del class="diffchange diffchange-inline">]] have the unique ability to combine KPI groups into '''Composite KPIs''' for group reporting.  If you would like to track sales performance (or other metrics) for several employees; your Sales Manager can configure the KPI Groups for each [[Sales Associate Role|'''Sales Associate''']] to track specific performance metrics.  If each numbered KPI is configured in the same way (calculation method and goals), then the Sales Manager can combine these KPIs into a single group of KPIs to see the performance of the team as a whole.  In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must ''exactly'' match the same numbered KPI in every other KPI Group you wish to make a composite KPI.</del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">==== </ins>'''<ins class="diffchange diffchange-inline">Explanation</ins>''' <ins class="diffchange diffchange-inline">====</ins></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">Say you want to track the total monthly </del>Sales <del class="diffchange diffchange-inline">of Widgets for a group of salespeople. There are 10 people in </del>the <del class="diffchange diffchange-inline">division so you create 10 </del>KPI groups for <del class="diffchange diffchange-inline">those 10 salespeople</del>.  <del class="diffchange diffchange-inline">To </del>track <del class="diffchange diffchange-inline">the Sales of Widgets </del>for <del class="diffchange diffchange-inline">each salesperson</del>, <del class="diffchange diffchange-inline">you </del>configure KPI <del class="diffchange diffchange-inline">#1 as </del>'''<del class="diffchange diffchange-inline">Display As: Units''</del>'<del class="diffchange diffchange-inline">, </del>''<del class="diffchange diffchange-inline">'Calculation Method: Relational </del>to <del class="diffchange diffchange-inline">Last Year Accumulating</del>'''<del class="diffchange diffchange-inline">, '''Relational Percent Change: +10%</del>''' and ''<del class="diffchange diffchange-inline">'Goal Type: Increasing'</del>''<del class="diffchange diffchange-inline">.  If all 10 groups have KPI #1 configured exactly </del>the same<del class="diffchange diffchange-inline">, </del>you <del class="diffchange diffchange-inline">can then combine those groups </del>to <del class="diffchange diffchange-inline">create </del>a composite <del class="diffchange diffchange-inline">view of all 10 groups for </del>KPI <del class="diffchange diffchange-inline">#1</del>. <del class="diffchange diffchange-inline"> This </del>will <del class="diffchange diffchange-inline">let you see both the performance of the team as a whole and the individual performance of your team</del>.</div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">[[Sales Manager Role|'''</ins>Sales <ins class="diffchange diffchange-inline">Managers''']] have </ins>the <ins class="diffchange diffchange-inline">unique ability to combine </ins>KPI groups <ins class="diffchange diffchange-inline">into '''Composite KPIs''' </ins>for <ins class="diffchange diffchange-inline">group reporting</ins>.  <ins class="diffchange diffchange-inline">If you would like to </ins>track <ins class="diffchange diffchange-inline">sales performance (or other metrics) </ins>for <ins class="diffchange diffchange-inline">several employees</ins>, <ins class="diffchange diffchange-inline">your Sales Manager can </ins>configure <ins class="diffchange diffchange-inline">the </ins>KPI <ins class="diffchange diffchange-inline">Groups for each [[Sales Associate Role|</ins>'''<ins class="diffchange diffchange-inline">Sales Associate</ins>'''<ins class="diffchange diffchange-inline">]] </ins>to <ins class="diffchange diffchange-inline">track specific performance metrics across teams. </ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">==== </ins>'''<ins class="diffchange diffchange-inline">Instructions</ins>''' <ins class="diffchange diffchange-inline">====</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">Make sure that the calculation method </ins>and <ins class="diffchange diffchange-inline">goals are the same for each KPI you wish to combine into one report. In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must </ins>''<ins class="diffchange diffchange-inline">exactly</ins>'' <ins class="diffchange diffchange-inline">match </ins>the same <ins class="diffchange diffchange-inline">numbered KPI in every other KPI Group </ins>you <ins class="diffchange diffchange-inline">wish </ins>to <ins class="diffchange diffchange-inline">make </ins>a composite KPI. <ins class="diffchange diffchange-inline">If any setting in any group is different, the composite group will display undefined data.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">[because I don’t have actual data in my Profit Navigator account, I can’t create this myself. Ed </ins>will <ins class="diffchange diffchange-inline">need to tell me how to do this]</ins>.  </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del style="font-weight: bold; text-decoration: none;">If any setting in any group is different, the composite group will display undefined data.  The system will try it's best to combine the KPIs, but the results will be incorrect and unusable so be sure that every setting is exactly the same for every numbered KPI for each KPI group you are trying to combine.</del></div></td><td colspan="2"> </td></tr>
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</table>Steve Kleinmanhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=403&oldid=prevTim Peeler at 13:19, 19 July 20192019-07-19T13:19:58Z<p></p>
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<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>If any setting in any group is different, the composite group will display undefined data.  The system will try it's best to combine the KPIs, but the results will be incorrect and unusable so be sure that every setting is exactly the same for every numbered KPI for each KPI group you are trying to combine.</div></td><td class='diff-marker'> </td><td style="background-color: #f8f9fa; color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #eaecf0; vertical-align: top; white-space: pre-wrap;"><div>If any setting in any group is different, the composite group will display undefined data.  The system will try it's best to combine the KPIs, but the results will be incorrect and unusable so be sure that every setting is exactly the same for every numbered KPI for each KPI group you are trying to combine.</div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">==== '''Report Documents''' ====</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;"></ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins style="font-weight: bold; text-decoration: none;">For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Preset and Custom KPI Printing|'''Preset and Custom KPI Printing''']]</ins></div></td></tr>
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</table>Tim Peelerhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=233&oldid=prevTim Peeler at 19:52, 23 January 20192019-01-23T19:52:09Z<p></p>
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<td colspan="2" style="background-color: #fff; color: #222; text-align: center;">Revision as of 19:52, 23 January 2019</td>
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<tr><td class='diff-marker'>−</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline">initial creation</del>, <del class="diffchange diffchange-inline">needs updated</del></div></td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">[[Sales Manager Role|'''Sales Managers''']] have the unique ability to combine KPI groups into '''Composite KPIs''' for group reporting.  If you would like to track sales performance (or other metrics) for several employees; your Sales Manager can configure the KPI Groups for each [[Sales Associate Role|'''Sales Associate''']] to track specific performance metrics.  If each numbered KPI is configured in the same way (calculation method and goals)</ins>, <ins class="diffchange diffchange-inline">then the Sales Manager can combine these KPIs into a single group of KPIs to see the performance of the team as a whole.  In order to combine each KPI Group into a Composite KPI Group, every setting in each of the numbered KPIs for each group must ''exactly'' match the same numbered KPI in every other KPI Group you wish to make a composite KPI.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">Say you want to track the total monthly Sales of Widgets for a group of salespeople. There are 10 people in the division so you create 10 KPI groups for those 10 salespeople.  To track the Sales of Widgets for each salesperson, you configure KPI #1 as '''Display As: Units''', '''Calculation Method: Relational to Last Year Accumulating''', '''Relational Percent Change: +10%''' and '''Goal Type: Increasing'''.  If all 10 groups have KPI #1 configured exactly the same, you can then combine those groups to create a composite view of all 10 groups for KPI #1.  This will let you see both the performance of the team as a whole and the individual performance of your team.</ins></div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td colspan="2"> </td><td class='diff-marker'>+</td><td style="color: #222; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div><ins class="diffchange diffchange-inline">If any setting in any group is different, the composite group will display undefined data.  The system will try it's best to combine the KPIs, but the results will be incorrect and unusable so be sure that every setting is exactly the same for every numbered KPI for each KPI group you are trying to combine.</ins></div></td></tr>
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</table>Tim Peelerhttps://wiki.profitnavigator.net/wiki/index.php?title=Sales_Mangement_Composite_KPIs&diff=32&oldid=prevTim Peeler: Created page with "initial creation, needs updated"2018-11-12T18:32:06Z<p>Created page with "initial creation, needs updated"</p>
<p><b>New page</b></p><div>initial creation, needs updated</div>Tim Peeler