A Key Performance Indicator is a measurable value that demonstrates how effectively you are achieving your key business objectives. In Vault, each user is able to set and track some key sales and leasing objectives on a 30-day timeline. Below is a step-by-step guide on how to set and track your KPIs.
Contents:
Step by step
Setting up your KPIs
1. Go to My Settings > KPIs
2. We are then able to configure the below KPI settings:
Timing - Here we can set when the KPIs will reset, based on a Sliding Window (Last 30 days) or from the 1st Day of Month
Sales Division - Here we are able to apply KPIs as a sales agent for Appraisals, Listings, Sales and total Gross Commission
Lease Division - Here we can apply KPIs for lease appraisal and new managements
3. Once you have applied your desired KPIs, click on Save/Update
If you are a system administrator, you will have the ability to set KPIs for other staff members by using the dropdown in the top right-hand corner. This also includes the ability to set KPIs across the Office as a whole.
How to track your set KPIs
Once you have set your KPIs, you can track them via the My KPIs widget. This can be added to your dashboard as shown in the Dashboard knowledge article.
Should you have access to Office Dashboard Widgets, you can track the set KPIs for the office via the Office KPIs widget.