KPI · reads transaction
Revenue KPI
Headline financial metrics.
A handful of numbers that matter, large.
Enquiries
128
+18% vs last month
Quotes sent
43
+7% vs last month
Booked
19
+4% vs last month
Avg. reply
2m
−41% vs last month
How it works
- 1
Each tile is one aggregate — a count, a sum, an average.
- 2
The comparison against the previous period is computed, not typed.
- 3
Selecting a tile opens the records behind it.
Best for
The top of a dashboard, answering "is this going well".
Not the right choice for
Anything needing more than a glance.
Questions
What data does the Revenue KPI page use?
It reads transaction records the agent has collected. Headline financial metrics. Nothing has to be imported first — the page appears once there is something to show.
Do I have to build or configure it?
No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.
When is a kpi the wrong choice?
Anything needing more than a glance. It is best for: the top of a dashboard, answering "is this going well".
Does it stay up to date?
Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.
More in Finance
Budget
Allocations vs spend by category.
Expenses
Line-item costs with totals.
Invoices
Issued/received invoices and status.
Quotes
Estimates and proposals.
Ask for it in a sentence
You do not configure this page. You tell your agent what you need and it builds it from what it has already collected.
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