Sample KPI Filters
OKR
- Create OKR
- OKR without KR
- Create Milestone Key Result
- Create Sobject Key Result
- Sample Sobject
- Sample KPI Filters
- Create Split Target for Key Results
- Create Linked OKR Key Result
- Create Link KR Key Result
- Team Access Only OKRs
- Private OKRs
- Strategic Pillar
- Create KPI Key Result
- Create Report Key Result
- Edit/View OKR
- Add Contributors for Key Results
- Clone OKR
- Clone Key Result
- Close OKR & Add Review Score
- Pause and Unpause OKR
- Save OKR as a Template
- OKR Weights
- Links to OKRs
- AI Templates
- My Templates
- OKR Templates
- OKRify Templates
- Number/Percent – Update Key Result Progress
- Milestone – Update Key Result Progress
- Sobject/KPI/Report/Linked OKR Key Result – Update Progress
- Split Target Update Key Result Progress
- Check Key Result Error Logs
- Create Board for OKRs
- Create Task Bases OKR
KPIs track key metrics that help measure business performance of users, teams or the company. KPIs can be created for any salesforce objects and can be set up for Monthly, Quarterly or Annual timeframes. Please check the Create KPI page for more information on how to create a Simple or advanced KPIs. Below are some sample KPI filters (Simple KPIs)
Example 1: Lead from Partners
Example 2: Sum of Opportunity Amount for closed opportunities from web of types Upgrade or Replacement or Downgrade
Example 3: Total Duration of Events of type Meeting or call that are of completed status
Example 4: Number of closed Opportunities of type upgrade, replacement, downgrade or new customer that are from USA, Canada or Mexico