KPI Rules

KPI (Key Performance Indicator) Rules allow you to measure staff performance based on Order Conversion Rate.

Key Features:

• Define percentage thresholds for 3 categories: Poor, Average, Good
• Staff performance reports will classify each user into one of these categories based on their order conversion rate.
• Reports can be filtered by date range and searched by staff name.

How to Configure KPI Rules

1. Navigate to Settings → General Settings → KPI Rules.
2. Set the conversion rate percentages for Poor, Average, and Good categories according to your business standards.
3. Click Save.

Staff Inquiry Conversion Report

This report evaluates staff based on how effectively they convert inquiries into confirmed sales orders.

Report Columns Explained

• Staff Name: Name of the staff/user.
• Inquiries Added: Number of inquiries created by the staff.
• Assigned: Number of inquiries assigned to the staff.
• Converted: Number of inquiries converted into sales.
• Converted Value (Rs): Total value of converted orders in local currency.
• Lost: Number of inquiries marked as lost.
• Pending: Number of inquiries still open/undecided.
• Conversion Rate: Formula: Conversion Rate = (Assigned Inquiries / Converted Inquiries) × 100
• KPI Status: Category label (Poor / Average / Good) based on KPI Rules set in General Settings.

Example

• OMS Admin → Conversion Rate 80.40% → Category Good
• Kaushalya → Conversion Rate 20.90% → Category Average
• Sahan Nawaratna → Conversion Rate 0% → Category Poor