List of related questions and answers «Dashboard, KPI, OKR»
KPI category graph does not display dates correctly
Good afternoon! Adjusted KPI for categories sold by employee, but chart after current date 30/03 shows 18/03 Please correct Here is the KPI settin...
does not create a task in KPI
process https://monoshop.crm-onebox.com/admin/customorder/ezhednevnaya-otchetnost/10361/... We select the field and when saving we get It also ...
KPI category sold by an employee
Good afternoon. KPI is configured https://crm.ohrana.ua/admin/kpi/36/, but does not count the values. There are definitely sales in this category, ...
KPI Sold category (sum of products) by an employee per month
Good afternoon. There are questions about this KPI: 1. Tell me, can I use this KPI to calculate how much an employee sold goods in a particular cat...
additional field
Hello. Is it possible in the KPI settings in the field Take into account only processes, where the employee can add, for example, additional fields...
ROI of advertising campaigns
The ROI function of advertising campaigns does not work. order stage is not selected. /admin/shop/marketing/
Set up a discount level for a customer
Please help me figure it out. We have a loyalty program for our clients, with a one-time purchase of UAH 5,000, we assign a 1.5% discount to the cl...
evaluate the refinement
Good afternoon. In the dashboard block Table of total payments and the number of processes in the specified statuses, you need to add the ability t...
unloading kpi
hello. something I can’t figure out how to set up this action to upload dashboard data to telegrams. what am I doing wrong?
Automation of salary calculation
Automation "Create a payroll business process based on business processes closed by an employee for the past month" is used. How to set u...
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