KPI reports

What When By Method Remarks

No Priority Abbr. Period Slice Total Recurring
_Standard:
Amount (Total
Contract
Value)/
Contract
Duration *
Timeline
Monthly
_Subscription:
Product,
Total Quarterly Amount
1 ASAP TR Solution, 4 3 12
Revenue Weekly (monthly) *
Sales
Timeline
Yearly
_License-
based:
Amount
(license) *
Number of
Licenses *
Timeline
Total
Revenue /
Account,
Average Number of
2 ASAP ARPA Weekly Product, Wait for #1 1 3 3
Revenue Accounts,
Customer
Products,
Customers

Quarterly Total
Market MP,
3 Product Revenue / 2 1 2
penetration TAM Yearly TAM

Monthly
New vs Customer
New,
4 Exisiting PR Quarterly Rev / Total 3 2 6
Existing
Revenue Rev
Yearly

Closed Won
_if not use Zoho
Monthly projects /
Analytics:
Product, Total
5 ASAP Win Rate WR Quarterly Graph only and 3 2 6
Sales Opportunities
no actual
Yearly (Won, Lost,
CALCULATION.
Slipped, etc)

Monthly (Current
Year-Over- YoY,
Product, Metric - Prev
6 ASAP Year MoM, Quarterly Wait for #1 3 2 6
Sales Metric) / Prev
Growth Y2D
Yearly Metric * 100

Lifetime
Quarterly Average ACV
Value Customer,
7 LTV * Retention 2 2 4
(LTV) of a Yearly Sales
period (years)
Customer
Average ACV
Lifetime Quarterly Customer, * Retention
7 LTP 2 2 4
Profit Yearly Sales period (years)
* Profit Margin

KPI reports 1
 No Priority What Abbr. When By Method Remarks Period Slice Total Recurring

# Champions
Net Quarterly - # Detractors
8 promoter NPS Customer /# 2 1 2
Score Yearly Responses *
100

Monthly Closed
Quota Customer, Revenue /
9 ASAP QAT Quarterly Done 3 2 6
Attainment Sales Target
Yearly Revenue

Monthly
#
Pipeline
10 ASAP PC Quarterly Sales Opportunites / Check function 3 1 3
coverage
Quota
Yearly

Monthly Operating
Sales Sales,
Expenses /
11 Expense SER Quarterly Product, 3 3 9
Net Sales *
Ratio Customer
Yearly 100

Monthly
Campaign,
Quarterly # Leads / #
Leads to Activity, Show: # Leads,
12 ASAP L2S Sales 4 4 16
Sales Weekly Product, # Deals
Opportunities
Sector
Yearly

KPI reports 2