Difference between revisions of "Sales Management Simple KPI"
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| + | ==== '''Explanation''' ==== | ||
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The Sales Management Simple KPI section is exactly the same as the [[Simple KPI|'''Simple KPI''']] section with the addition of special restrictions and permissions provided to [[Sales Associate Role|'''Sales Associates''']] and [[Sales Manager Role|'''Sales Managers''']]. See the section on [[Simple KPI|'''Simple KPI''']] for more information on Simple KPIs. | The Sales Management Simple KPI section is exactly the same as the [[Simple KPI|'''Simple KPI''']] section with the addition of special restrictions and permissions provided to [[Sales Associate Role|'''Sales Associates''']] and [[Sales Manager Role|'''Sales Managers''']]. See the section on [[Simple KPI|'''Simple KPI''']] for more information on Simple KPIs. | ||
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| + | ==== '''Instructions''' ==== | ||
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| + | By default there are 7 available KPIs per KPI group and each one can be configured independently. The number of rows tracked is unlimited and you can add a new row to any KPI by clicking on the ''Add Another Row'' button. Once you have selected the method of tracking (Monthly or Daily), you will want to add enough rows to track each data set, set the title for each row and start entering data. | ||
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| + | Below the data entry section 4 graphical charts are provided; ''Line Chart - Cumulative'', ''Line Chart - Actual Values'', ''Bar Chart - Cumulative'' and ''Bar Chart - Actual Values''. The cumulative charts simply add the total of all prior values for each plot point while the Actual Values charts display the actual values for each plot point. | ||
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| + | ==== '''Report Documents''' ==== | ||
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| + | For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']] | ||
Latest revision as of 12:32, 6 August 2019
Explanation
The Sales Management Simple KPI section is exactly the same as the Simple KPI section with the addition of special restrictions and permissions provided to Sales Associates and Sales Managers. See the section on Simple KPI for more information on Simple KPIs.
Instructions
By default there are 7 available KPIs per KPI group and each one can be configured independently. The number of rows tracked is unlimited and you can add a new row to any KPI by clicking on the Add Another Row button. Once you have selected the method of tracking (Monthly or Daily), you will want to add enough rows to track each data set, set the title for each row and start entering data.
Below the data entry section 4 graphical charts are provided; Line Chart - Cumulative, Line Chart - Actual Values, Bar Chart - Cumulative and Bar Chart - Actual Values. The cumulative charts simply add the total of all prior values for each plot point while the Actual Values charts display the actual values for each plot point.
Report Documents
For details on Printing Reports see the section on Simple KPI and Sales Management Simple KPI Printing
