Difference between revisions of "Sales Mangement Composite KPIs"
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==== '''Explanation''' ==== | ==== '''Explanation''' ==== | ||
Revision as of 12:33, 6 August 2019
Explanation
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 to track specific performance metrics across teams.
Instructions
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.
[because I don’t have actual data in my Profit Navigator account, I can’t create this myself. Ed will need to tell me how to do this].
Report Documents
For details on Printing Reports see the section on Preset and Custom KPI Printing