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KPI Reports
KPI Reports
Updated over a year ago

Overview

A Key Performance Indicator (KPI) is a measurement to evaluate the performance of your marketing efforts. By setting and tracking KPIs, marketing teams can evaluate their marketing strategy, identify areas for improvement, and make data-driven decisions. Some examples of marketing KPIs include- website traffic, conversion rates, customer acquisition cost, and social media engagement.
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Along with a list of Ready-To-Use KPIs, Factors also allows you to bring in data from your Website, CRM and Ad Campaigns and stitch it together to track Custom KPIs that your organisation cares about.

Ready-To-Use KPIs

Factors gives an extensive list of Ready-To-Use KPIs that marketing teams care about the most like website traffic, engagement metrics and conversion metrics. These also include data pulled in from CRM and Ad Campaigns such as Hubspot Contacts, Google Ad spends, LinkedIn impressions etc. Some common examples of KPIs useful for marketing teams are:

  • Engagement Rate

  • Ad Spends

  • Conversion Rate

You can find a complete list of KPIs factors tracks for you here↗️

Custom KPIs

You can set up specific KPIs and definitions particular to your organisation inside Factors. Some examples of the custom KPIs you might want to set up are:

  • CRM-based KPIs- Setting up organisation specific definitions for qualified leads and lead stages can help build reports to track all stages of your marketing efforts.

  • Derived KPIs- Setting up custom KPIs such as Cost Per Customer obtained through the mediums you use can help quantify your marketing spends and identify leaks.

  • Event-based KPIs- Setting up custom KPIs such as Demos Booked through your website and help evaluate the performance of your marketing efforts or campaigns.

You can learn more about how to set up Custom KPIs inside configurations↗️

Building a KPI report

Building a KPI report inside Factors is easy, just follow along:

  1. Log in to your Factors account and click on Reports in the top Navigation Bar
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  2. You will now see your dashboard. From there simply click on + New Report and choose KPI Report.
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  3. This will open the Query Builder where you can start building your KPI report.

Adding KPIs

  1. To begin, add a KPI you wish to use for this report with the + Add KPI button.

  2. You can choose from a host of Ready-To-Use KPIs along with all the Custom KPIs you have set up for your organisation. You can also add multiple KPIs. Let's add the following KPIs from the dropdown

    • Total Sessions

    • Engagement Rate

    • Avg session duration

  3. Click Run Analysis and you can generate a report that looks like this:

  4. You can select the date range, and the trend parameter from the top left to display the data as you need. You can also change the Visualisation from the top right.

  5. You can also add a comparison to visualise change in your KPI using the Compare button.

Adding filters

You can apply filters to individual KPIs as well as to the entire report to get the precise data you are looking for.

  1. Click on Filter this KPI next to Total Sessions to filter sessions by only Desktop.

  2. Click on + Add New below FILTER BY to add a filter to the entire report. Let's add a filter to see the data only for accounts from the United States.

  3. Click Run Analysis and you can generate a report that looks like this:

Adding breakdown

Breakdown is a powerful way of segmenting your data based on a desired criteria. You can group your data and visualise it exactly the way you want.

Let's break down the report we generated earlier and display the report with the data grouped by Session Time Spent

  1. Click + Add New below BREAKDOWN and add Session Time Spent.

  2. Click Run Analysis and you can generate a report that looks like this:

  3. You can view the KPI you want from the dropdown at the top left.

  4. You can select the date range from the top left and the Visualisation from the top right to display the data as you need. You can also add a comparison with the Compare button.

Saving a report

You have just built a report you wish to save and share with your team. Here’s how you can do that:

  1. Click on the Save button on the top right

  2. Give your report a name and a description for your team to quickly understand the context. Then select the Dashboard(s) you want to add this report to from the dropdown and hit Save

And that’s it! That is how you can create a KPI report inside Factors, add Filters, Breakdown and Save the report to your Dashboard.

Need help setting up more complex KPI reports?
You can reach out to us via Intercom Chat or write to us at praveen@factors.ai.

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