This section can be used if your company maintains KPIs (key performance indicators).
You can enter them into our system manually (an administrator transfers data from your structure)
or through integration (automatic transfer from another program). For integration questions, please contact your support manager.
Examples of KPIs include: Number of signed contracts, Customer satisfaction, Total sales volume, Successful deals, Orders, etc.
To add manually, select the KPI section in the side menu and click the Add + button .
Fill in the KPI settings.
- Fill in the text fields Name (no more than 255 characters, unique, not case-sensitive) and the technical field for integration for this KPI - Integration field name (the same for all localizations, used to import KPI actions).
Note: If a company has multiple localizations, the KPI name cannot be the same as the names of other KPIs in all localizations.
- Select KPI Units of Measurement .
You can add units of measurement yourself or select from existing ones.
The following fields are required: Name
Name of the integration field ( used to import KPI actions ).
To add a new unit of measurement, click Add Unit of Measurement . To edit an existing unit, click the edit icon next to its name.
The name of the units of measurement can contain from 1 to 18 characters.
The unit names in the first field cannot match existing ones (including the default "points").
KPIs can be uploaded to users by:
1. The administrator. Issue them for each user individually from the admin panel. Or upload them using an import file.
2. It is also possible to set up integration with your system, from which KPIs will be issued to users automatically according to your system.
The following can be taken into account in the rating:
- The checkbox "Consider in the rating " indicates whether this KPI will be taken into account in the rating,
When you check the box to participate in the rating, additional fields are displayed:
- Ratio of units of measurement to rating points
- units of measurement equals - the number of units of measurement (a positive fractional number with two decimal places, default 1),
- rating points - number of points (positive integer, default 1)
The status indicates the KPI's visibility—whether it's available to the user or not. It has two values: "Hidden" or "Active . "
Note : The Status toggle switch is activated after all settings are completed. If your company has multiple languages enabled, you must complete all localizations. The available content languages can be toggled at the top of the form.
The terms and conditions may contain links.
Links are added by clicking on the paperclip in the right corner of the text field.
Clicking on the button opens a window:
Next, click on the arrow in the "Link Type" field.
Links are divided into:
1. External - to any external source.
1) In the link type, select "External link."
2) "Insert external link" - copy the link to the source from the address bar and paste it into our field.
3) Specify the "Link title." This is the clickable text.
2. Internal - to materials from the application. For example, to an introductory training program for beginners.
1) To do this, select the section in which the material to link is located.
2) In the "Material title" field, search for it and select it by name or ID.
3) Specify the "Link title." This is the clickable text.
Important: when linking to external or internal materials, ensure that users have equal access to the material in which you placed the link and to the material to which the link leads.
After filling in the basic settings, click Save Changes and you can proceed to the next step of assigning user access to KPIs .