KPIs
How to gain peer performance insights
To gain peer performance insights, you can use Peer Comparison feature for KPIs. This can motivate users to step up their game and/or seek for help when needed. Further, you can view the KPI trend chart by employee. It helps you to create a balanced ...
How to add a new KPI
You can add a new KPI from Dashboards. 1. Click DASHBOARDS on the top bar 2. Choose a dashboard which you want to add a KPI * You cannot add a KPI to Pipeline Velocity or Pipeline Stages 3. Click on +KPI button on the top 4. Choose NEW KPI See ...
Access control for Dashboards & KPI
You can configure who can or cannot view a particular Dashboard in Motivator. 1. Click DASHBOARDS on the top bar 2. Choose Manage from the drop down 2. Click Share link besides each dashboard 3. Turn on/off button for each Company/Teams/Individuals ...
How to add a new user to KPI
To add a new user to KPI, you must first add as Motivator user. Records of new Motivator users will be automatically included in your KPI. See also: How to add a new user to Motivator ...
I have added multiple behaviors for a KPI, but showing only one line chart. Why?
You can see an interactive trend chart (graph) by clicking on the KPI. Even if you add multiple behaviors to the KPI, the results are accumulated to be one result. You cannot make two or more lines graph in one KPI. To see the chart for other ...
Can I configure AND/OR conditions for KPI behavior?
You can add multiple rules (conditions) for KPI behavior and you can also choose AND/OR conditions. However, You cannot mix AND/OR conditions. All added conditions are treated as AND or as OR. 1. Create or Edit a KPI 2. Add behavior 3. Open Only ...
How to check KPI for individual user/employee
To breakdown a single KPI by users 1. Click the KPI tile in the dashboard page. You will be taken to the chart page for the KPI 2. Click BY EMPLOYEE button To filter a whole dashboard for a single user 1. Click on FILTER on the top right of the ...
Can I use custom modules/fields in CRM for KPI?
Yes. You can choose any field for your KPI. Exceptions are Total field in Quotes, Sales Orders, Purchase Orders and Invoices. If you face any trouble for CRM sync, try manual sync. See also: Synchronize with Zoho CRM Account ...
Can I add a KPI for the number of emails?
No. Motivator cannot use/count the emails in your CRM.
How to delete/remove KPI
1. Go to the dashboard which displays the KPI you want to remove 2. Click the Action Menu icon [ ] on the top right corner of the KPI 3. Click Remove KPI from this Dashboard or Remove KPI permanently from the System Notes: When All KPI dashboard is ...
How to show call time in minutes for KPI
Call time is counted in seconds. You can use Point Multipliers to calculate call time in minutes for KPI. 1. Create/Edit the KPI 2. Choose Calls for CRM module, Call Duration (in seconds) for Point computation 3. Input 0.01666667 (=1/60) for Point ...