Template

Description

Parameters

ACT0001

Number of meetings - with the user participating - during the last x days

Tid (dage); Goal (number)

ACT0002

Number of meetings - with the user participating - during the last x days and where the company has a specific relation and the meeting is assigned a specific category

Tid (dage); Goal (number); Relation; Aktivitetskategori

ACT0003

Number of phone calls during the last x days

Time (days); Goal (number)

ACT0004

Number of phone calls during the last x days and where the company has a specific relation and the meeting is assigned a specific category

Time (days); Goal (number); Relation; Aktivitetskategori

ACT0005

Number of phone calls and meetings during the last x days

Time (days); Goal (number)

ACT0006

Number of phone calls and meetings during the last x days and where the company has a specific relation and the meeting is assigned a specific category

Time (days); Goal (number); Relation; Activity category

PLA0001

Number of scheduled meetings - with the user participating - for the next x days

Time (days); Goal (number)

PLA0002

Number of scheduled meetings - with the user participating - for the next x days and where the company has a specific relation and the meeting is assigned a specific category

Time (days); Goal (number); Relation; Activity category

PLA0003

Number of scheduled phone calls for the next x days

Time (days); Goal (number)

PLA0004

Number of scheduled phone calls for the next x days and where the company has a specific relation and the meeting is assigned a specific category

Time (days); Goal (number); Relation; Activity category

PLA0005

Number of scheduled phone calls and meetings for the next x days

Time (days); Goal (number)

PLA0006

Number of scheduled phone calls and meetings for the next x days and where the company has a specific relation and the meeting is assigned a specific category

Time (days); Goal (number); Relation; Activity category

KAM0001

The percentage of companies - having the user as KAM contacted (meeting or phone call) during the last x days

Time (days); Mål (%); Relation; Activity category

KAM0002

The percentage of companies - on which the users is part of the team, contacted (meeting or phone call) during the last x days

Time (days); Mål (%); Relation; Activity category

KAM0003

The percentage of companies - having the user as KAM, on which contact is planned for within the next x days

Time (days); Mål (%); Relation; Activity category

SAL0001

The number of closed (won) sales during the last x days, having the user as owner

Time (days); Goal (number)

SAL0002

The number of open sales opportunities expected to close within the next x days and having the user as owner

Time (days); Goal (number)

SAL0003

The number of sales opportunities created during the last x days

Time (days); Goal (number)

FORECAST01

This KPI will result in a chart showing the up to date sales forecast for the user. The result of the KPI in itself is the volume of planned sales opportunities for the next x days

Time (days); Mål (amount)

ODUE0001

Number of overdue meetings and phone calls having the user as owner

ODUE0002

Number of overdue plan-activities having the user as owner