The My KPIs page provides a centralized view of your monthly performance goals and progress. It helps users track key business activities, compare actual performance against targets, and identify areas that need attention throughout the month.
The My KPIs page displays KPI data based on the selected Contact Type. Users can switch between B2C (Consumer) and B2B (Partners) to view performance metrics specific to each contact category.
Changing the contact type automatically refreshes the KPI data, ensuring that only the relevant metrics are displayed.
Contact Type
The Contact Type filter allows users to view KPI data based on the selected contact category. Users can switch between B2C (Consumer) and B2B (Partners) to display performance metrics relevant to that contact type.
How to Set Goal
The Set Goals button allows users to define monthly target values for each KPI.
Click Set Goals button in the My KPIs page.
Enter the desired monthly target for each KPIs and click the save button.
The dashboard automatically compares your current performance with the goals you have set.
My KPIs Grid Table
In the my KPI Activity Grid table, a trend indicator is used to show performance changes.
If the current month’s goal is higher than last month’s goal, an up arrow is displayed.
If the current month’s goal is lower than last month’s goal, a down arrow is displayed.
If both months’ goals are the same, a neutral (same) arrow is shown.
My KPI is displayed based on activity segmented by B2B and B2C contact types.
Click the Edit icon to change your this month goal.
Click here to learn more about how to create an activity for B2C and B2B contact type based KPIs.
B2C (Consumer) | B2B (Partners) |
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If you have any issues or would like to ask questions, please let us know using our Coach-on-Call feature.
- Accountable Support