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KPI View
Key Performance Indicator (or KPI) views are only available on Activity, History, Opportunities and more. They are totals of predefined categories for each user (or Record Manager) over the selected date range. Below is the new of KPI in Topline Dash
In Dash there are enhanced features allowing you to customize your KPI even further.
1. You can choose a simple KPI (when a new KPI is
2. You can also choose a complex KPI
3. Both versions of the KPI allow you to select what you want to display in the left column. The advanced KPI allows you to add in the Top row.
4. A new example preview will show you what your KPI will look like if it is a simple or a complex KPI
Activity KPI categories
- Totals of ALL defined Activity Types (i.e. # of Calls, # of Meetings, etc.)
History KPI categories
- Totals of ALL defined History Types (i.e. # of Calls Completed , # of Meetings Held, etc.)
Opportunity & Product KPI categories
- # of Opps
- # of Open Opps
- # of Won Opps
- # of Lost Opps
- Total $ of Open Opps
- Weighted Total $ of Lost Opps
- Weighted Total $ of Open Opps
- Weighted Total $ of Won Opps
- Total $ of Won Opps
- Average Sale
- Winning Ratio
See also
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