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All Tags » Visual Analyzer ( RSS)
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The remaining KPI's we have not discussed are Wins, # Opps, Losses, Accounts, and finally Customers.
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Today we will turn our attention to the Tickets KPI, but we will make VA work differently using standard MS Excel Functionality.
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Because we have run through the process a couple of times these posts on setting up the KPI spreadsheets start getting a little less repetitive and little more to the point. I entered into my eval system as Lee Hogan and entered one Lead through the Insert...
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Today we will concentrate on the Activity KPI.
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I have been focusing on the setting up of Sage SalesLogix (SLX) Visual Analyzer (VA), specifally the Microsoft Excel Spread Sheets that support Key Performance Indicators (KPI). The Opportunity KPI is next on the list.
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There are two parts to the Sales KPI, "Actual" is the sum of all Closed - Won Opportunities to date, "Goal" is the to date yearly Goal amount as entered in the KPI Spread Sheet.
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VA has 10 standard Key Performance Indicators (KPI) and an important task in a successful implementation is deciding which KPI's are important to your company.
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