Hi Creatio community,
I am using Creatio sale. I want to ask that How can I manage my Sale teams KPI on Creatio sale?
For example:
- I can set up the Target KPI to my Sale team members such as: Number of Call, Message, Mails; Revenue
- I can control the KPIs of my team members by seeing how each person has performed
Please help me on that
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Hi there,
Thank you for your question,
To control KPI of each member, we would recommend using Dashboards. With it, you display the results of each member of your team. More information you can find in the article here.
As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases.
As for now, we would recommend using Gauge dashboard to set up KPI requirements.
Please let us know if any additional questions arise!
Best regards,
Anastasiia