This page includes a selection of key performance indicators (KPIs) and metrics you can track with Business Analyze.

The right KPIs help you:

  • understand company performance
  • track process efficiency
  • spot changes in activity levels
  • identify strengths and weakness in the customer journey

We recommend you set up tracking for one or two of your most important company-wide KPIs and build from there. You can add department-specific KPIs and metrics as you go.

The ultimate goal is to have an 360 degree view of your business  – on demand.

Company Key Performance Indicators (KPIs)

  • Total sales revenues and volumes (per rep, product, customer segment, account)
  • Sale revenues and forecast per channel or partner
  • New sales versus upsale/expansion
  • Net profit margin
  • Gross profit margin
  • Invoiced amount (per period/account/partner)
  • Invoices outstanding
  • Capacity utilization rates
  • Productivity
  • No. of employees
  • Employee engagement
  • Customer churn/retention rates

Sales KPIs

  • Total sales revenues and volumes (per product, customer segment, account)
  • Sales per channel/partner
  • New sales versus upsale/expansion
  • No. of activities completed (e.g. meetings, demos, offers sent)
  • Sales pipeline metrics (lead requirements, conversions, amount per stage)
  • Sales velocity metrics (win rate, average sales length, average size etc.)
  • Discount rate/margin

Support and Service

  • Total no. of requests
  • Request per type/category
  • Handling time per stage
  • Average close time
  • Most visited web pages/support pages

Customer Experience

  • Net promoter score (NPS)
  • Customer satisfaction scores
  • Customer feedback  (eg. ongoing survey results, scores and deviation)

Ready to get started?

It’s easier than you think to set up KPIs and track your day-to day progress.

We recommend the following steps:

    • Define one or two company KPIs
    • Connect to data
    • Make progress visible on dashboards

Contact us to learn more about KPI best practices or book a KPI workshop at