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

The objective is to have an up-to-the minute view of activities, processes and customers. This insight enables leaders and team members across the organization to act quickly and make informed decisions.

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.

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
  • EBIT /EBITDA
  • 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

  • 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 surveys/pulse

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

Do you want to learn more about KPI best practices and how we can help you? Fill in the contact form and we will get in touch.