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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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