Key Performance Indicators | Online Help - Zoho CRM

Key Performance Indicators (KPIs)

Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. For example, a sales manager wants to monitor the top 10 sales reps in terms of average annual revenue each of them have achieved. He can easily accomplish this by creating a ranking style KPI by defining the average annual revenue as the KPI metric.

Based on your industry requirement, you can choose from five different types of KPI styles:

  • Standard
  • Growth Index
  • Basic
  • Scorecard
  • Rankings - Data can be ranked by day, calendar week, fiscal week, month, fiscal quarter, and year. 

Create a KPI

To create a KPI

  1. Click the Dashboards tab.
  2. In the Dashboard Bulider page, select the dashboard to which the KPI has to be added.
  3. Click Add Component.
  4. In the Add Component page, select KPI.
  5. In the Choose KPI Style page, select a KPI style.
  6. In the next page, do the following:
    • Enter the component name.
    • Select a KPI metric and Related module from the drop-down list.
    • Click Criteria Filter, you mention the records that must be excluded.
    • Select Duration from the drop down list.
      You can choose the duration from week, year, month, quarter, last date, custom date, fiscal week, 
    • In the Comparison Indicator choose the Comparison Metrics and Objective from the drop-down list.
    • If you want to group them by certain ranking method, select the appropriate options in the Ranking drop-down list.
      Note that this option is available only for Scorecard and Rankings KPI style.
  7. Click Save.
  8. Click Add & Reorder to add and rearrange the KPI in a dashboard.
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • You can select "This Quarter" as the duration of a KPI metric. 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                        Still can't find what you're looking for?

                        Write to us:



                          Manage your brands on social media

                              Zoho Marketing Automation

                                Zoho Sheet Resources


                                    Zoho Forms Resources

                                      Secure your business
                                      communication with Zoho Mail

                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times

                                        Carry your calendar with you
                                        Anytime, anywhere

                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now

                                                    Zoho SalesIQ Resources

                                                        Zoho TeamInbox Resources

                                                                Zoho DataPrep Resources

                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW

                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now

                                                                                          • Related Articles

                                                                                          • Comparators

                                                                                            A Comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or ...
                                                                                          • Funnel

                                                                                            A funnel segregates the data based on different stages involved in your business process. For instance, a sales funnel can give you details like particular sales stages that you should concentrate on, stage-wise drop rate in lead conversion process, ...
                                                                                          • Motivator for Zoho CRM - Overview

                                                                                            Sales is a fast-paced, high-pressure environment which keeps salespeople always on their toes. The constant pressure and unpredictable nature of working with customers can easily cause a burnout. Even the most highly trained and qualified salesperson ...
                                                                                          • Anomaly Detector

                                                                                            Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
                                                                                          • Configuring Motivator for Zoho CRM

                                                                                            Motivator for Zoho CRM To access Motivator for Zoho CRM Go to Setup > General > Motivator. Click Access Motivator. You will be redirected to the Motivator for Zoho CRM Home Page in the new tab. Motivator for Zoho CRM can also be accessed from the ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                              Zoho Show Resources