Create Key Performance Indicators (KPIs)

As an administrator, you can easily create new custom KPIs to measure the performance of your activities against your marketing goals. After creating a KPI, you can assign it to one or more activity types, so that users can record planned and actual results for that KPI on activities of those types.

To create KPIs and assign them to activity types, follow these steps:

  1. In the Uptempo navigation menu, click Activities.

  2. In the Activities section, click Settings.

    The Activity Configuration page opens.

  3. On the Activity Configuration page, click Measures > KPIs.

    The table of KPIs is displayed.

  4. Click Add KPI.

    The Add KPI dialog opens.

  5. In the Add KPI dialog, use the configuration fields to set up the KPI:

    • Name: Enter a name for the KPI. This is displayed as the title text for the KPI in the Details panel of activities where this KPI is used.

    • Description (optional): Enter a brief description of the KPI. If specified, this is displayed as a tooltip beside the KPI's title text in an activity's Details panel.

    • Value Type: Set the type of value to use to measure and display this KPI's results. Choose between:

      • Number: Use for results that are measured with a count, e.g. Visitors, Leads, Impressions

      • Currency: Use for results measured with a money value, e.g. Average Deal Size, CAC, LTV

      • Percentage: Use for results that are measured as a rate, e.g. Conversion Rate, Bounce Rate

    • Calculation Type: Set how result values will be aggregated. Choose between:

      • Sum: Values will be aggregated by adding all values together and displaying a total. Use when the total value is meaningful. e.g. Total Leads, Total Revenue

      • Average: Values will be aggregated by finding and displaying the average. Use when the per-instance result is meaningful, e.g. Avg. Email Open Rate, Avg. Cost Per Lead

    • Decimal Places: Set how many decimal places are used for recording and displaying result values (e.g. set 2 to display values as 1.23). Imported result values that have more decimal places than specified here will be recorded with up to 5 decimal places, but rounded for display according to this setting.

    • Improvement Direction: Set whether an increase or a decrease in the result value over time represents a performance improvement.

    • Link to Activity Type (optional): Select the activity type(s) that this KPI applies to. The KPI will be displayed under Details > KPIs for all activities of the type(s) specified here.

  6. Click OK to finish creating the KPI.

    The Add KPI dialog closes, and the new KPI appears in the table of KPIs under Activity Configuration > Measures > KPIs.

You have successfully created a KPI. If you linked the KPI to any activity types, the new KPI will immediately be displayed on the Details panel of activities of those types.

Assign KPIs to Activity Types Directly

After you have created a KPI, you can also link it to an activity type while configuring that activity type. To do so, go to Activity Configuration > Activities > Activity Types, click on an activity type to view its details, then select the KPIs you want to link to it from the KPIs list: