KPIs Tab

Use Key Performance Indicators (KPI Key Performance Indicators (KPIs) are used to track your organization's strategic performance. Financial and non-financial matrices are used to assess your business condition and to help you determine a course of action. Monitoring your business activity using KPIs helps you place a value on otherwise difficult to measure activities, such as leadership development, and can help measure your progress towards goals.s) to monitor your progress toward goals set for the marketing effort, such as the average gift amount, response rate, and return on investment (ROI).

The KPIs tab displays the KPIs selected on the KPIs tab of the direct marketing communication template or on the acknowledgement, membership renewal, or sponsorship effort template.

Note: For direct marketing efforts, the options you can view and edit depend on what is locked on the template. If all options are locked, the KPIs tab is completely hidden. To display the KPIS tab and view the options defined on the template, select Show locked fields. The information below assumes all fields and options on the KPIs tab are unlocked on the communication template. For detailed information about the template's KPIs tab, see KPIs Tab.

When you create a marketing effort, the program automatically creates an instance of each selected KPI. Each time you refresh the marketing effort, the program automatically updates the associated KPI values.

When you select the down arrows next to a KPI, the drop-down display includes a color-coded thermometer and line chart that compare the KPI's actual and goal values. Select the name of a KPI to open it in the Information Library where you can update the KPI's goals, view its status history, and enable alerts.

For more information about how to configure marketing Key Performance Indicators, see the Reports and KPIs section of this help file.