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How Do I Use KPIs In Tribe CRM?

Updated over 2 weeks ago

KPI functionality in Tribe helps you monitor performance by comparing actual results with clear targets. It gives insight into how teams, employees, or the organisation are performing against agreed goals. This is useful when you want to steer results, identify trends, or adjust processes in time. By following this article, you will understand what KPIs do in Tribe and how they support data-driven decision-making.

Table Of Contents

  • What Do KPIs Do In Tribe CRM?

  • Why And When Should You Use KPIs?

  • What Can You Measure With KPIs?

  • How Do KPI Targets And Overviews Work?

What Do KPIs Do In Tribe CRM?

KPIs, or Key Performance Indicators, allow you to measure performance by comparing current results with predefined targets. In Tribe, KPIs are configurable, so you decide what you want to measure and what success looks like. This makes it easier to understand how close you are to your objectives and where action may be needed.

Why And When Should You Use KPIs?

You should use KPIs when you want ongoing insight into business performance. They help you monitor progress, evaluate effectiveness, and make informed adjustments. KPIs are suitable for commercial teams, membership organisations, customer care departments, and other operational teams.

What Can You Measure With KPIs?

KPIs can be applied to a wide range of processes within Tribe.

Examples include:

  • Monitoring Sales Targets by tracking revenue per employee, team, or organisation.

  • Tracking Membership Inflow And Outflow to understand growth and retention.

  • Measuring Ticket Handling Performance, such as resolution times or number of tickets handled per employee.

These measurements help identify patterns and support improvements based on actual data.

How Do KPI Targets And Overviews Work?

KPI targets in Tribe are flexible and can differ per employee or team. This allows you to take experience levels and responsibilities into account, such as assigning different targets to junior and senior employees.

KPIs are displayed using KPI widgets, which provide visual overviews of current results compared to targets. These widgets can be configured to show the data most relevant to your role, helping you focus on what matters most.

Quick Summary

KPIs in Tribe CRM help you measure performance by comparing results with defined targets. They can be used across different teams and processes, from sales to customer care. With flexible targets and clear overviews, KPIs support better insight and informed decision-making.

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