Custom KPI helps track user-defined performance metrics in Accountable CRM. Create and manage custom KPI activities, and the recorded values will automatically be reflected in the My KPI grid table for performance tracking and reporting.
Note: The Custom KPI applicable for both B2B & B2C contact types.
Learn more about how to create the custom KPI.
How to Set Goals for Custom KPI:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the newly created custom KPI in the My KPI grid table.
To Set a goal for custom KPI, you can click the “Set Goal” button located at the top of the My KPIs section, and add your goals there.
Once you add the goals it will reflect in the custom KPI Goal column.
Note: Click the edit icon to edit the goals.
How to Create a Custom KPI Activity Using the Quick Action Tool:
Click the "Quick Action" button and select the “Activity” option.
In activity popup, to select the custom KPI check box in the custom KPI section. Choose the contact or create new contact and click the save button.
Once the custom KPI activity is created, The data will be reflected in the Custom KPI This Month column in the My KPI grid table.
Click on custom KPI row to view the detailed list of custom KPI records.
If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support