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Page History
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| No | KPI Widgets | Description |
|---|---|---|
| 1 | MRR Clients | A card number displaying the count of clients with recurring service contracts |
| 2 | Active Clients | A card number displaying the count of clients with active contracts |
| 3 | Net Profit | A card number displaying the net profit from the Technology Marketing Toolkit financial mapping |
| 4 | Gross Revenue | A card number displaying the gross revenue from the Technology Marketing Toolkit financial mapping |
| 5 | MRR Under Contract | A card number displaying the total recurring revenues from the Technology Marketing Toolkit financial mapping |
| 6 | Raw Leads | A card number displaying the count of contacts tagged as a raw lead |
| 7 | Qualified Leads | A card number displaying the count of contacts tagged as a raw lead |
| 8 | First Time Appointments | A card number displaying the count of first-time appointments |
| 9 | New Customer Closed | A card number displaying the count of contacts tagged as a new customer closed |
| 10 | New Customer MRR Added | A card number displaying the total recurring revenue (MRR field in Keap Opportunities) based on the estimated close date of closed/won opportunities |
| 11 | Total Contract Value | A card number displaying the total contract value (Final Opportunity Amount field in Keap Opportunities) based on the estimated close date of closed/won opportunities |
- Technology Marketing Toolkit KPI Dashboard - Unlike the previous dashboard that shows the overall number for each KPI, this dashboard shows the drill-through of your data at a glance. You can filter the data using the Time Frame slicer.
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- On the Technology Marketing Toolkit app, go to Settings and select Technology Marketing Toolkit KPI Settings.
- Once in the Technology Marketing Toolkit Settings window, go to Clients and Contracts and select the entries to be included in the results from the following dropdown fields:
- Company Type / Classification
- Agreement Type / Contract Category
You can include multiple entries and also delete selected entries.
- Next, go to Sales and Marketing and select the tags that will be applied to the following:
- Raw Leads
- Qualified Leads
- First Time Appointments
- New Customer Closed
- When done, click Save Submit then Close.
- Review and validate the edited widget.
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Add or use templates for your peer group
These steps will add a KPI widget using your chosen KPI template for your peer group.
| Note |
|---|
Only peer group captains can add and use KPI templates for KPI widgets. |
- In the MSPbots app, go to PeerGroup.
- Select your peer group from the list on the Peer Group window.
- Click the +Add button.
- In the Add Widget window, search for TMT Peer Group KPI. Refer to the image below for Steps 4 to 6.
- Next, select the KPIs for adding.
- Click Add Selected when done with your selections.
For related information on adding KPIs, go to the article How to Add a KPI for Your Peer Group.
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