KPIs Tab
On the 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 tab, select which KPIs (Key Performance Indicators) to include on marketing efforts created from the communication template. Use KPIs to monitor your progress toward goals set for the effort, such as the average gift amount, response rate The response rate is the percentage of responses you expect for an item., and return on investment (ROI). When a user creates a marketing effort, the program automatically creates an instance of each selected KPI.
For more information about how to configure marketing Key Performance Indicators, see the Reports and KPIs Guide.
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From the Add a communication template screen, select Select features and defaults.
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Select the KPIs tab.
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Use the Key performance indicators grid to select which KPIs to track for marketing efforts created from the template. In the KPI column, select a KPI.
Note: If you lock the grid, the selected KPIs always appear on marketing efforts created from the template—users cannot remove these KPIs or add different ones. If you lock an individual KPI row, that KPI always appears on the marketing effort and users cannot remove it.
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Select another tab on the Select features and defaults form, or select Next to continue the setup process.