KPI(Key Performance Indicator) is a feature in Agentcis which will help you set targets and track the performance of your team.
KPI depends on the parameters that you select for the user and the parameters are:
Sum of added interested service value - This is the sum of estimated sales forecast of client's interested service.
Sum of Application Value - This is the sum of client application's sales forecast.
Sum of win Application value - This is the sum of client's application ratios.
Sum of lost Application Value - This is the sum of client's applications which has been discontinued.
Now, you have to set a target deadline to meet and here we have two frequencies.
Certain Period - In this option, you can set weekly, monthly or yearly target deadlines.
Monthly - select this frequency to set a monthly target deadline for your user. You can also add multiple KPI target frequencies but you cannot use the same currency type.
As we have understood what parameters and frequency are, let's create a KPI for a user.
Please follow the steps below:
Step 1- Go to the Team option and select Users option.
Step 2- Open your User's profile.
Step 3- Click on the KPI Tab.
Step 4- Now, click on the "**Add New KPI**" button.
Step 5- Type in KPI title. For example, Michele's Target.
Step 6- Select the Target Parameter from given options.
Step 7- Select the time frequency to record the KPI. You have two options, "In certain period" and "Monthly".
Step 8- Now, select the duration to record target achievement.
Step 9- Select the Target Currency type.
Step 10- Set the target value.
Step 11- Now save the KPI
All the KPI results are displayed in the user's profile in a graph as shown in the image below.
