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

KPIs are important because:

  • they measure and guide progress toward company or department goals
  • they help teams focus their efforts
  • they help leaders identify what’s working and what isn’t

Instead of tracking KPIs with spreadsheets, a KPI dashboards provides you with fast and easy access to information about goal-progress, performance and acheivements.

We recommend you contact us to start tracking your most important KPIs. You can start with the most important factors that impact growth or profitability and add more KPIs as you go.

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

Marketing KPIs

  • Number of page views and visit
  • Number emails sent
  • Delivered emails
  • Opening rate
  • Click-through rate
  • Conversion rates (e.g. lead to customer)

Support and Service KPIs

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

Customer Experience KPIs

  • Net promoter score (NPS)
  • Customer satisfaction scores
  • Customer surveys/pulse

Project KPIs

  • Number of active projects by type
  • Number of active projects by stage
  • Number of hours planned versus completed (per day, week, month, person etc.)
  • Number of hours invoiced vs budget (per day, week, month, person etc.)
  • Number of non-billable hours per project

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:

    • Select a few of your most important KPIs
    • Connect to data
    • Make progress visible on dashboards

Get in touch with our consultants for more information about KPI best practices. We look forward to hearing from you.