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✅ Tracking Key Performance Indicators in Britixo.

Introduction

Britixo makes it easy to track Key Performance Indicators (KPIs), giving you a clear view of how your business is performing. Whether it’s sales conversion rates, average project completion times, or client retention rates — KPIs help you measure progress and stay aligned with your goals.

By monitoring KPIs regularly, you can make informed decisions, address issues early, and optimise workflows.


Step-by-Step: Viewing KPIs in Britixo


📈 1. Navigate to the KPI Dashboard

  • Log in to Britixo.

  • From the left-hand menu, go to Reports → KPIs.


🔍 2. Select the KPI Category

Britixo offers KPIs in several areas, such as:

  • Sales – e.g., total deals closed, conversion rates.

  • Projects – e.g., percentage of tasks completed, average delivery time.

  • Support – e.g., ticket resolution times, satisfaction scores.


⚙️ 3. Apply Filters

  • Set your desired date range to track performance over time.

  • Use filters to view KPIs for specific teams, staff members, or departments.


📊 4. Analysing the Results

  • Review data visualisations such as charts and tables.

  • Compare current performance with previous periods to identify trends.


📤 5. Exporting KPI Data

  • Click Export to download KPI reports in CSV, Excel, or PDF.

  • This is useful for performance reviews and strategy meetings.


💡 Tip: Regularly track your top 5 KPIs to keep management focused on what truly matters.

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🧠 Still need help?

Check out the full documentation or explore our video library or follow the link below to create a support ticket.

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