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List of related questions and answers «Dashboard, KPI, OKR»

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6 replies
19.02.2021, 09:46
KPI Sold category (sum of products) by an employee per month
Good afternoon. There are questions about this KPI: 1. Tell me, can I use this KPI to calculate how much an employee sold goods in a particular cat...
additional field
Hello. Is it possible in the KPI settings in the field Take into account only processes, where the employee can add, for example, additional fields...
5 replies
13.02.2021, 20:04
ROI of advertising campaigns
The ROI function of advertising campaigns does not work. order stage is not selected. /admin/shop/marketing/
5 replies
08.01.2021, 16:27
Set up a discount level for a customer
Please help me figure it out. We have a loyalty program for our clients, with a one-time purchase of UAH 5,000, we assign a 1.5% discount to the cl...
evaluate the refinement
Good afternoon. In the dashboard block Table of total payments and the number of processes in the specified statuses, you need to add the ability t...
unloading kpi
hello. something I can’t figure out how to set up this action to upload dashboard data to telegrams. what am I doing wrong?
3 answer
Automation of salary calculation
Automation "Create a payroll business process based on business processes closed by an employee for the past month" is used. How to set u...
1 answer
03.12.2020, 15:00
KPI for the specified period
in the KPI settings, we can set the period - https://prnt.sc/vv0ty6 if you specify a period from 1 to 7, how the calculation will be made: 1st to 7...
2 answer
01.12.2020, 00:48
Omission in KPI calculation - BoxKPI_OrderClouseSumMonth
Universal handler for calculating the amount of closed processes in the system currency. In the settings, the Counting Period is specified from the...
8 replies
08.10.2020, 12:42
Add the ability to set a timer for orders to the operator
When the operator processes the order, often customers ask to call back later or transfer their orders to other dates, many operators lose them. Ho...