Default Performance Metrics
Depending on the features that are enabled in your account, your employees can use the provided performance metrics to keep the actual value of their goals up-to-date.
|
Performance Metric |
Description |
|---|---|
|
Average Days to Close |
The average number of days that it takes you to close a case. |
|
Average Discount (%) |
The average percent discount that you apply to sales orders.
Note:
This performance metric uses discounts that you apply to individual line items on a sales order, not to the overall sales transaction. |
|
Average Opportunity Duration (days) |
The average number of days between creating an opportunity and closing it with the status Closed - Won. |
|
Billable Hours |
The number of your hours worked that can be billed to customers. |
|
Cases Closed (#) |
The number of cases that you close. |
|
Kudos Received |
The number of Kudos that you receive. |
|
New Customers |
The number of your customers who place their first order. |
|
Opportunities Won |
The number of opportunities that are closed with the status Closed – Won. |
|
Projects Completed on Time (%) |
The percentage of projects that you complete on time.
Note:
To use this performance metric, the projects that you are a part of should use both project tasks and baselines. |
|
Quote Conversion Rate (%) |
The percentage of your quotes that are converted to sales orders. |
|
Revenue Target |
The total monetary value of your closed won opportunities. |
|
Win Rate |
The percentage of your opportunities with the status Closed – Won |
You can also create your own performance metrics. For more information, see Creating Performance Metrics.