Template library

Auto-measured KPI library

73 KPIs that pull their numbers from operational data across 15 areas — no manual entry. Each has a unit, good direction, aggregation, sync frequency and can be measured per person.

73 templates in XBuddy · 8 examples shown here

Open in XBuddy: Performance → KPI → KPI library
Used in: Performance

Auto-measured KPI library — Performance → KPI → KPI library

Example templates

CRM KPIs

10 KPIs

Deals Won (Count): Number of deals moved to a won stage in the period · Higher is better
Deals Won (Amount): Total value of deals won in the period · Higher is better
Deals Won by Owner (Count): Deals won in the period, measured per assigned owner · Higher is better · per person
Deals Won by Owner (Amount): Deal value won in the period, measured per assigned owner · Higher is better · per person
Avg. Deal Size by Owner: Average won-deal value per assigned owner · Higher is better · per person
New Leads: Leads created in the period · Higher is better

Customer success KPIs

10 KPIs

Churn Rate (%): Churned renewals vs decided renewals in the period · Lower is better
Churn Rate by Owner (%): Churn rate per renewal owner (CSM) · Lower is better · per person
Renewal Rate (%): Renewed vs decided renewals in the period · Higher is better
Renewal Rate by Owner (%): Renewal rate per renewal owner (CSM) · Higher is better · per person
Renewals Won: Renewals closed as renewed in the period · Higher is better
Renewals Won by Owner: Renewals closed as renewed per owner (CSM) · Higher is better · per person

Finance KPIs

5 KPIs

Revenue (Paid Invoices): Total paid-invoice amount in the period · Higher is better
Invoices Paid (Count): Number of invoices paid in the period · Higher is better
AR Balance: Outstanding accounts-receivable balance · Lower is better
Overdue Invoices: Number of overdue invoices · Lower is better
Total Expenses: Total expenses recorded in the period · Lower is better

HR KPIs

5 KPIs

Headcount: Active employees at end of period · On target is best
New Hires: Employees hired in the period · Higher is better
Leaves Taken: Approved leave days taken in the period · On target is best
Attendance Rate (%): Attendance rate across employees in the period · Higher is better
Turnover Rate (%): Employee turnover rate in the period · Lower is better

Projects KPIs

5 KPIs

Tasks Completed: Tasks completed in the period · Higher is better
Overdue Tasks: Open tasks past their due date · Lower is better
Billable Hours: Billable hours logged in the period · Higher is better
Task Review Score: Weighted task-review score (0-100) from approved reviews in the period, per assignee — requires Advanced Task Management · Higher is better · per person
Projects On Time: Projects delivered on schedule in the period · Higher is better

Service KPIs

5 KPIs

Service Tickets Resolved: Service-management tickets resolved in the period · Higher is better
Service Resolution Time (h): Average service ticket resolution time in hours · Lower is better
SLA Compliance Rate (%): Share of tickets resolved within SLA · Higher is better
Service CSAT: Average service-ticket survey score · Higher is better
Open Service Tickets: Open service tickets at end of period · Lower is better

Sales KPIs

4 KPIs

Sales Order Amount by User: Confirmed sales-order value in the period, per user · Higher is better · per person
Sales Order Count by User: Confirmed sales orders in the period, per user · Higher is better · per person
Avg. Order Value by User: Average confirmed sales-order value, per user · Higher is better · per person
Sales Activities by Type: Sales activities (calls, meetings, demos…) logged in the period; requires an activity-type filter · Higher is better · per person

Field service KPIs

4 KPIs

Field Jobs Completed: Field-service jobs completed in the period · Higher is better
Avg. Job Duration (h): Average field-service job duration in hours · Lower is better
First-Time Fix Rate (%): Share of jobs fixed on the first visit · Higher is better
Pending Field Jobs: Open field-service jobs at end of period · Lower is better

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