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Configuring Key Performance Indicators

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AVAILABLE FROM CRM.COM R11.0.0

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Navigating to Key Performance Indicators

CONFIGURATION > CRM APPLICATION > CUSTOMER EVENTS > SET UP KEY PERFORMANCE INDICATORS

What are Key Performance Indicators (KPI)?

Customer Event Key Performance Indicators are used to measure the performance of key business objectives in order to evaluate if they are achieved or not. They are used on creating Financial Statement Customer Events and can also be used as conditions on awarding participants through Financial Statement Reward Offers

  • Navigate to Key Performance Indicators and explore existing records via the Summary page.  
  • Click on the link (name or number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Key Performance Indicator, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Key Performance Indicators

Check the Validations & Restrictions Table below for a list of available Actions when working with Key Performance Indicators, including each Action's related validations and additional information.  View the Attributes Table for a comprehensive description of the Key Performance Indicators fields.

Key Performance Indicator

Validations & Restrictions

ActionValidationsAdditional Information
Create
  • Mandatory Fields must be defined
  • Name and Alternative Code must be unique
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and Alternative Code must be unique
  • Not Applicable
Delete
  • Not Applicable
  • Deleted Customer Event Key Performance Indicators are still visible on Customer Events or Reward Offer which were created using those Key Performance Indicators

 Attributes

An * indicates a field is mandatory.

Name

Description

Main Information

Name*

The Name of the KPI

Description

The Description of the KPI

Alternative Code*

The Alternative Code of the KPI. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.

Key Performance Indicator Products
A list of Products taken into consideration while calculating the aggregated value that is measured by the Key Performance Indicator 
Product

The Product that will be taken into consideration while calculating the aggregated value for the Key Performance Indicator.

  • All Products
  • Specific Products: If selected then only the Products added are taken into consideration while calculating the aggregated value

Even if Specific Products are defined, any Product available in the System can be selected and added when adding the KPI to a Financial Statement Customer Event
However, if the Customer Event is evaluated to award a Reward Offer, only the Products defined as Specific Products of the KPI will be taken into consideration while calculating the aggregated value measured by the Key Performance Indicator.


Log Information
Log DetailsThe standard set of Log Details information available in all entities

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