To start setting them up, go to the Administrative tab and click Manage PowerStandings, then KPIs. This will take you to a page listing the available KPIs.
Notice in particular the "Setup Type" column. This column indicates whether you'll need to enter additional setup information in order to use the KPI. Those marked "Auto" work without any further input from you. Those marked "Manual" will require you to set up filters if you want to use them. See the next section of this document for instructions on how to do this.
From here, click Edit next to the name of the KPI you want to use. As you might expect, this takes you to the page for editing the KPI.
The Name, Description, and Post URL fields can't be changed.
The Points field lets you choose how many Points an agent is awarded whenever they perform the action associated with the KPI.
In the case of "Manual" Setup Type KPIs, the Set Filters button allows you to designate how this KPI is triggered. See the next section of this guide for more information on this function.
For reference, here is a table with information regarding all of the KPIs that are currently available.
|Annual Contract Value||Sales||Recurring revenue expressed as an annual value.||ACV||Manual|
|Appointment Held||Lead Gen||A previously-scheduled prospect or client appointment was held. Often tied to the completion of a task or event, or a specific record field value.||Appts Held||Manual|
|Appointment Set||Lead Gen||Agent sets a scheduled appointment with a relevant lead / prospect / client.||Appts Set||Manual|
|Completed Needs Analysis||Sales||A milestone indicating an agent completed a relevant needs analysis. Often tied to a deal / opportunity.||Nds Anly||Manual|
|Completed Product Demonstration||Sales||A milestone indicating an agent performed a relevant product / service demonstration. Often tied to a deal / opportunity.||Demos||Manual|
|Contact||Lead Gen||An agent made a live contact with a real person on a call. This is different from a "Correct Contact," which indicates the agent made live contact with a specific, identified target. A "Contact" often indicates a connection with a gatekeeper or other individual, but did not reach the identified target.||Contacts||Auto|
|Contracts Reviewed||Sales||A milestone indicating a formal contract has been reviewed. Often tied to a deal / opportunity.||Ctrct Rev||Manual|
|Correct Contact||Lead Gen||An agent made a live contact with a specific, identified target. See the "Contact" KPI description for more info.||Cor Cntcts||Auto|
|Dial||Effort||A dial was placed to a database record.||Dials||Auto|
|Disqualified Lead||Lead Gen||Indicates a record did not meet the basic business / opportunity / budget / market targets. Often tied to an early-stage lead progression.||Disql Ld||Manual|
|Emailing||Effort||Agent sent an email template through the system software.||Emails||Auto|
|Fax||Effort||Agent sent a fax through the system software.||Faxes||Auto|
|Inbound Available Time||Effort||Amount of time an agent spends marked as "Available" to receive inbound calls. This does not include "talk time," which is a separate KPI.||Inbd Avl||Auto|
|Inbound Talk Time||Effort||Amount of time an agent spends actively working on inbound calls.||Inbd Talk||Auto|
|Monthly Recurring Revenue||Sales||A revenue amount meant to indicate a monthly recurring revenue value for a given opportunity.||MRR||Manual|
|One-time Revenue||Sales||Revenue attached to an opportunity that occurs as a one-time sale / transaction.||REV||Manual|
|Opportunity Lost||Sales||A milestone indicating a lost opportunity, due to failure to come to terms, or stoppage of communication. Often tied to a deal / opportunity.||Opp Lost||Manual|
|Opportunity Size||Sales||The estimated revenue amount tied to a particular opportunity.||Opp Size||Manual|
|Opportunity Won||Sales||Indicates a closed sale / deal / opportunity.||Opp Won||Manual|
|Outbound Talk Time||Effort||Time spent physically talking on the phone on outbound calls placed. Does not include ring time.||Out Talk||Auto|
|Proposals Sent||Sales||A milestone indicating a proposal was sent to a lead / prospect / client. Often tied to a deal / opportunity.||Prop Snt||Manual|
|Qualified Opportunity||Lead Gen||A milestone indicating an "early stage" lead / prospect has been determined to meet the minimum requirements for a potential opportunity.||Qual Opp||Manual|
|Set Callback||Effort||An agent sets up a specific callback time. Often tied to a dialer system callback object, or a task / event.||Callbacks||Auto|
|SMS||Effort||Agent sent a predefined text message template through the system software.||SMS||Auto|
|Social Message||Effort||Agent sent a social media message to someone in their network.||Social||Auto|
|Total Contract Value||Sales||Total revenue for a contract.||TCV||Manual|
|Total Talk Time||Effort||An aggregate of total Inbound and Outbound talk time.||Total Talk||Auto|
|Voicemail||Effort||Agent sent a pre-recorded voice message through the dialer software.||VMs||Auto|