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Quick insight into your results with KPIs

Choose which KPIs you want to use

Written by Simplicate Support

In addition to the various reports, Simplicate also offers the option to monitor KPIs.

KPIs are the Key Performance Indicators for your company (or companies) per module. They are the dashboards displayed at the top of the CRM, HRM, Sales, Projects, and Invoices modules.


KPIs

All KPIs are displayed based on live data on the dashboard and also respond to the filters selected on the right side of the module:


Choose which KPIs you want to see

KPIs can be activated or deactivated by users who have been granted the necessary permissions via user groups. KPIs can only be configured for the entire organization and cannot be restricted to a specific user or user group.

Changes made are immediately applied to all users. KPIs are configured in each module by clicking "Options > Display" in the top right:

Select the KPIs that are most relevant to your organization. Then click 'Save' at the bottom of the page.


KPIs when applying filter options

When you filter your data using the various filter options on the right side, you will see that the KPIs adjust accordingly.

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