KPI Management on CRM Software

Stable development and the business results it brings are key factors in determining the success of a company. Therefore, to assess the performance of the company’s business processes and the effectiveness of employee work, KPI metrics are an essential tool and a vital foundation for managers. With CRMOnline, the KPI management feature helps businesses save significant time managing KPI targets through a simple interface and easy-to-use functions.

On CRMOnline, KPI management consists of two main activities: setting up KPIs and viewing KPI details.

• KPI Setup

In the KPI Setup section, key activities include:

– Creating new KPI sets

– Deleting or editing existing KPIs

– Assigning or removing employees from set KPIs.

When creating a new KPI set, it is important to mark key attributes with asterisks (*) as required fields that should not be left blank. You can add a group of employees or customize the selection, and remove employees from the set if necessary.

• KPI Details

For KPI details, filtering, searching, and data statistics are essential functions.

The software will filter the necessary information, such as:

– Time period (this week, last week, this month, last month, etc.), or a specific date range selected from the calendar.

– Filtering by employee account groups.

– Searching for job title or employee account name.

The data is then displayed in the form of a chart along with a statistical table at the bottom, showing the relevant numbers.

CRMOnline, Long Phat’s exclusive digital transformation platform, has been built and developed for over 12 years on the SuiteCRM platform, the world’s number one open-source software.