KPI creation in Tribe allows you to measure performance by comparing results with clear, measurable targets. This helps you understand progress at employee, team, or organisational level and supports timely decision-making. You may use KPIs when you want to monitor sales results, workload, or growth using consistent data. By following this guide, you will learn how to set up a KPI, define objectives, and display results on your dashboard.
Table Of Contents
What Does Creating A KPI Do?
Why Or When Should You Create A KPI?
How Do You Create A KPI?
How Do You Define KPI Objectives?
How Do You Display KPIs On Your Dashboard?
Examples Of Common KPI Setups
What Does Creating A KPI Do?
Creating a KPI allows you to measure performance over a defined period using Tribe data. Each KPI compares actual results with objectives that you set yourself. This provides a clear overview of how individuals, teams, or the organisation are performing against expectations.
Why Or When Should You Create A KPI?
You should create a KPI when you want ongoing insight into progress and results. KPIs help identify trends, highlight deviations from targets, and support structured performance discussions. They are useful for sales performance, support efficiency, and growth monitoring.
How Do You Create A KPI?
Follow these steps to create a KPI in Tribe.
Click Configuration.
Navigate to the relevant section, such as Activities or Relationships.
Select the specific entity, for example Sales Opportunities, Support Ticket, or Leads.
Open the KPI tab.
Click New KPI.
Enter a Name for the KPI. This name is shown in KPI widgets.
Select the Objective Interval, such as monthly.
Choose the Date Field that determines when results are counted.
Apply a Filter if you want to limit the data set.
Select the Value Field to measure.
Choose the Calculation Type, such as Sum or Count.
Define the Employee Path if the KPI is employee-based, or enable Team if the KPI applies to teams.
Add a Measurement Interval if you want intermediate progress tracking.
Click Save.
After saving, Tribe displays a visual overview of the KPI results.
How Do You Define KPI Objectives?
Objectives determine what success looks like for a KPI.
Open the KPI.
Click Define Objectives.
Enter the Number Of Periods, for example 12 for one year.
Select a Start Date.
Enter the Target Value.
Select an Employee or Team, or leave this field empty to apply the objective to the entire organisation.
Click Save.
Repeat these steps if different objectives are required.
Note: Leaving the employee or team field empty applies the objective organisation-wide, regardless of how the KPI is defined.
How Do You Display KPIs On Your Dashboard?
KPIs become visible through widgets.
Navigate to the desired Dashboard.
Click Add Widget.
Scroll to the KPI section.
Select the relevant KPI Widget.
The widget shows current results compared to the defined objectives.
Examples Of Common KPI Setups
KPIs can be used for different purposes depending on the entity and calculation type.
Revenue Realised Per Month Per Employee
Uses the Amount field with Sum as calculation type and an employee path.Number Of Closed Tickets Per Month Per Employee
Uses the ID field with Count as calculation type to count completed tickets.Number Of New Leads Per Month Per Team
Uses the ID field with Count and the team setting enabled.
These examples show how KPIs adapt to different processes while using the same setup principles.
Quick Summary
Creating a KPI in Tribe CRM allows you to measure performance against clear targets. You can define KPIs for employees, teams, or the entire organisation using flexible settings. By adding KPI widgets to your dashboard, you gain continuous insight into progress and results.