1. Where do I find Key Metrics?
You can find Key Metrics under the Organization section in the system. It provides an overview of important metrics at the company, department, and team levels, as well as access rights.
2. What are Key Metrics?
Key Metrics are measurable values that help track performance across different levels of the organization. These metrics allow for better clarity, prioritization, and tracking of key performance indicators.
There are two types of Key Metrics: Primary and Secondary.
What is the difference between the two?
Primary Metrics: These are the core metrics that keep your company running, such as sales and renewals.
Secondary Metrics: These represent the activities that drive Primary Metrics, such as calls, opportunity creation, and lead generation.
3. Who can access Key Metrics?
Access to Key Metrics depends on your user role:
Company Admins: Can view all company-wide metrics.
Department Managers: Can view metrics related to their respective departments.
Team Leads and Members: Can access relevant team-level metrics.
4. How are Key Metrics structured?
Key Metrics are organized into three levels:
Company Level: High-level KPIs that reflect overall business performance.
Department Level: Metrics specific to different business units or departments.
Team Level: Focused on individual team goals and achievements.
5. Can I customize Key Metrics?
Yes, but by default, you inherit Key Metrics from the layer above you. You can hide inherited Key Metrics and add your own if the team you are looking at has a different focus.
6. What Frequency are Key Metrics tracked?
Tracking Frequency is defined at the company level. You can set tracking frequencies for both Primary and Secondary Metrics.
7. How can I use Key Metrics to improve performance?
Key Metrics are displayed across the platform, particularly on the Home tab and the Profile page. In the future, these metrics will be used for targets as well as on the Team page.
Home tab:
Profile page:
8. What other features are available under Organization?
Administrators: View a list of account, department, and team administrators.
Managers: See who is managing different levels within the organization.
Teams & Departments: Create, edit, and manage teams and departments.
Team Membership: View which users are part of different teams.
User Management: Move users between teams easily by selecting the destination team.
Activity Logger: Add activities at the team level for better tracking.
Deletion: Delete teams and departments when necessary.
