KPI Definitions
A KPI definition describes what should be measured. Goals use definitions to calculate progress consistently.
What a definition includes
Section titled “What a definition includes”A KPI definition can include:
- metric name
- module or data source
- aggregation method
- date field
- filters
- owner or team scope
- period settings
Define the metric once, then reuse it across goals and reports.
Example
Section titled “Example”To measure closed deals:
- Create a KPI definition named Closed Deals.
- Choose the deals data source.
- Filter to won deals.
- Use the close date as the reporting date.
- Save the definition.
The exact fields available depend on the selected data source.