KPI Definitions
A KPI definition is a reusable measurement blueprint. It tells Workstation which records to evaluate, which value and date to use, and which records qualify.
Create a definition
Section titled “Create a definition”- Open Performance → KPI Definitions.
- Start from a preset or click New Definition.
- Choose the source entity and a Count, Sum, or Average metric.
- For Sum or Average, select the numeric field to calculate.
- Select the date field used to place records in a period.
- Add filters against native fields or custom Properties.
- Configure the measurement window and alert threshold, then save.
Supported sources include Deals, Contacts, Activities, Tickets, Projects, Invoices, Price Offers, and Accounts. Available value, date, and filter fields change with the selected source.
Windows and rollover
Section titled “Windows and rollover”A fixed window measures calendar periods such as daily, weekly, monthly, quarterly, or yearly. Weekly definitions can choose their first day. A rolling window measures the most recent number of days, weeks, or months.
Fixed definitions can configure rollover behavior for a missed period. Confirm this rule before creating goals because it changes how unfinished targets continue into the next period.
Changing a live definition
Section titled “Changing a live definition”The definition detail shows its setup, filters, and linked goals. When editing measurement logic, review the impact on active or completed goals before confirming the change. A definition with linked goals may require those goals to be handled before it can be deleted.