This article is intended for users with access levels equivalent to a department manager, or higher.
What you'll learn in this article
What are KPIs and why am I seeing them in my mobile app?
What are KPIs?
A Key Performance Indicator (KPI) is a clearly defined and quantifiable measure that can be used to assess the performance of a business. The metrics can be used in a variety of ways, so if you have questions e.g. what exactly your KPIs are used for, your manager or HQ will be able to tell you more.
What's the benefit of having KPIs on the app?
Viewing your KPIs directly from the app means you can spend less time tracking this sitting on your computer, and more time focusing on hitting your sales budgets and other important tasks. Checking in with your KPIs throughout the day can be quite motivational too! 💪
Prerequisites
You'll need to download SameSystems app (App Store/Google Play), called Check-In, to view your KPIs. You also need a personal SameSystem account so you can log in, and access levels equivalent to a department manager or higher.
Where to find your KPIs
To view your KPIs, head into the app and click on the Store icon at the bottom menu. Then, press Summary. You should see your KPIs immediately 👌
Can't see anything? It could be that we are missing the necessary data. Send us a chat message to let our Support investigate this for you.
Your KPIs explained
The KPIs are split into three categories on your mobile screen;
Cost
Sales
Hourly KPIs
Let's take a closer look to learn what they mean:
🛍️ Sales KPIs
As you might have predicted, green sales numbers indicate a positive result, whereas red indicates a negative result.
KPI name | Description |
Daily sales | Both daily actual sales and daily sales budgets are shown. |
Month to date sales | Accumulated sales from the 1st day of the month to the current date. Both actual sales and sales budget is shown. |
The largest number (in size) is your actual sales. Right below, you'll find your sales budget.
If you see a green x1 below the sales numbers (like the image above), it means you have reached your budget. 💪 The number next to the "x" will change depending on how many times you reach it, e.g. x2, x3, x4, and so on.
Can't see any details about your sales KPIs? This could mean that your sales numbers haven't been sent to SameSystem. You are most welcome to reach out to us so we can take a closer look at this for you (contact info at the bottom of this article).
💸 Cost KPIs
Following the logic from the sales KPIs, green salary numbers indicate a positive result (within budget), whereas red indicates a negative result (salary budget is exceeded).
KPI name | Description |
Salary % | Both actual salary % (today's salary) and salary % budget are shown. |
Salary amount | Both actual salary amount and salary budget amount are shown. |
In the below example, we see that we have a salary budget of 7k. Because we have spent only 4k, we are within our salary budget, emphasized in the green line:
Your salary KPIs will show a red color if you have exceeded today's salary budget. Let's say we made 55k on sales on a particular day, and we have a salary budget of 7k. However, we ended up spending 10k on salaries. How many percent have we exceeded today's salary budget? Thankfully, the app does the math for us, but here's how it works👇
Todays salary (10.000) / today's sales (55.000) x 100 = salary % (18.0%)
Can't see any details about your cost? This could mean that your salary information hasn't been sent to SameSystem. You are most welcome to reach out to us so we can take a closer look for you (contact info at the bottom of this article).
🕒 Hourly KPIs
Three of your KPI metrics are calculated on an hourly basis; Sales hours, task hours, and overplanned hours.
KPI name | Description |
Sales hours | Both actual sales hours and *recommended sales hours are shown. |
**Task hours | Both actual task hours and *recommended task hours are shown. |
Overplanned hours | Overplanned hours are any planned hours that exceed the *recommended number of hours. The closer you are to zero, the better. |
💡 *Recommended hours are based on SameSystems forecasting feature. From your historical sales data, we use machine learning to predict hourly employee requirements and the recommended number of hours.
💡 **Want to learn more about using tasks in your schedule? Check out this article to learn more about optimizing your planning flow with tasks.
The hourly graph is a great tool you can use to quickly get an overview of today's planned hours. The x-axis represents the number of employees, while the y-axis represents the time of day. Let's take a closer look:
Below, we see that from the hours 18:00 to 19:00, we have 6 employees to handle sales, 3 employees to handle tasks, and 4 employees that according to forecasting are overplanned this specific hour:
💡 Because overplanned hours always indicate something negative, it is not shown with a budget or percentage, but instead, a small warning icon, as shown above.
You can click on the graph to open a larger version to see even more details:
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