KPI (Key Performance Indicator) library
We help each client focus on the few KPIs that matter most for their business. Click any one to learn what it measures and why it matters.
Financials
Accounts Receivable
The total dollar amount customers currently owe you for work you've already done but haven't been paid for yet.
Cost of Goods Sold (COGS)
COGS is the direct cost of delivering your product or service. What counts as COGS and why getting the number right changes what your margins tell you.
Expenses
The cost of running your business that isn't tied directly to delivering what you sold.
Gross Profit
The dollars left after covering the direct cost of what you sold, before paying overhead and other expenses.
Gross Profit Margin
Gross profit margin is the share of income you keep after direct costs. What it measures and why it matters.
Income
The money you received this period. What hit your bank account, regardless of when the sale happened or when you billed for it.
Net Profit
The dollars left over after covering the cost of what you sold and all your operating expenses. This is your actual bottom line.
Net Profit Margin
The percent of every dollar of income that ends up as profit after all costs and expenses.
Marketing
Leads Conversion Rate
The percent of incoming leads that converted into a written estimate or proposal.
Leads Converted
The number of leads that converted into a written estimate or proposal during the period. It captures movement from initial interest to a real quote.
Leads Generated
The number of new prospects that came into your business this period.
Sales
Average Estimate Value
The average dollar value of the estimates you wrote during the period.
Avg Contract Won
The average dollar value of contracts you won during the period.
Avg Deal in Pipeline
The average dollar value of deals currently sitting in your sales pipeline.
Avg Estimate Won
The average dollar value of estimates you won during the period.
Avg Transaction Value
The average dollar value of a completed sale during the period.
Close Rate
Close rate is the share of your estimate dollars that turn into sales. The number that tells you whether your pricing and presentation are working.
Contracts Won (#)
The number of contracts signed during the period.
Contracts Won ($)
The total dollar value of signed contracts during the period.
Estimates Won (#)
The number of estimates customers agreed to during the period.
Estimates Won ($)
The total dollar value of estimates customers agreed to during the period.
Estimates Written (#)
The count of estimates you put in front of prospective customers during the period.
Estimates Written ($)
The total dollar value of all estimates you put in front of prospective customers during the period, whether or not they accepted.
Pipeline Deals (#)
The number of open deals currently in your sales pipeline.
Pipeline Value
The total dollar value of open deals currently in your sales pipeline.
Transactions (#)
The total number of completed sales during the period. Includes closed orders, completed jobs, or rung-up purchases.
Operations
Average per Job
The average dollar value of a completed job during the period.
Cancellations
The number of jobs that were cancelled and not rescheduled during the period.
Jobs Completed
The number of jobs, projects, or work orders you completed during the period, regardless of whether or not they're paid in full.
On-Time Delivery
The percent of jobs you finished by their committed deadline.
Warranty / Returns
The number of warranty claims, returns, or rework jobs during the period.