About Key Performance Indicators (KPI)

Sales managers are always looking to boost sales by measuring performance and motivating their teams. The Digital Sales performance feature makes it possible for them to do both by setting up goals and contests.

Oracle provides a number of predefined key performance indicators (KPIs) that sales managers can use for creating goals and contests, but you can create your own by following the procedures described in this chapter. Here's a list of the KPIs provided by Oracle.

KPI Name	This KPI measures the...
Appointments Completed	Number of appointments completed.
Appointments Scheduled	Number of appointments scheduled.
Call Activities Completed	Number of call activities completed.
Calls Made	Number of calls completed.
Demos Completed	Number of demo activities completed.
Email Activities Completed	Number of email activities completed.
Emails Sent	Number of emails sent.
Leads Converted	Number of leads converted.
Opportunities Created	Number of opportunities created.
Opportunities Won	Number of opportunities won.
Revenue	Sum of the revenue for won opportunities.
Tasks Completed	Number of tasks completed.

View Details of Predefined KPIs

You can drill down to view basic, calculation, and statistical details as well as the filter conditions defined for each of the predefined KPIs. For example, follow these steps to see what is configured for the Opportunities Won KPI.

1. Navigate to Digital Sales > Sales Performance.

2. From the Sales Performance dashboard, click the Actions menu (3 vertical dots icon) located near the top right area of the dashboard.

3. Select Manage KPI.

4. From the Sales Performance KPI page, click Opportunities Won to view the details as outlined in this table.

   Basic Details	Calculation Details	Conditions	Statistic Details
   Name: Opportunities Won Status: Active Description: Measures the number of opportunities won.	KPI Object: Opportunity Calculation Type: Count Credit Recipient: Owner Credit Date: Close Date	Filter Condition: StatusCode = 'WON'	Breakup Category: Sales Channel