These charts require data in specific accounts in the non-financial data tab. Note the report codes utilised in the charts. You will find more information about entering or importing non-financial here. The following default non-financial charts are available in the chart gallery:
Explanation
Measures the satisfaction gained from customers based on their experience of your services and products provided.
Formula
Customer Satisfaction
Report Codes
OPR.CSR
Explanation
Shows the total number of customers compared to the target set.
Formula
Total Customers
Report Codes
CUS.TOT
Explanation
Measures the revenue gained from each available hour. Shows the actual hourly rate at which the organisation is generating revenue.
Formula
Revenue / Hours
Report Codes
REV / TIM.BIL
Explanation
Shows the number of new enquiries compared to a target.
Formula
Enquiries
Report Codes
SAL.ENQ
Explanation
Shows the number of new customers per month compared to a target.
Formula
New Customers
Report Codes
CUS.NEW
Explanation
Shows the percentage of enquiries that actually end up purchasing the product.
Formula
Sales Closed / Sales Leads
Report Codes
SAL.CLO / SAL.LEA
Explanation
Measures sales leads compared to target, which allows you to track how effective the sales staff are.
Formula
Sales - Leads
Report Codes
SAL.LEA
Explanation
Measures the rate at which employees are gained/lost. This can be attributed to the working environment, business success or happiness of employees.
Formula
Staff Departures / Total Staff * 100
Report Codes
STA.DEP / STA.TOT * 100
Explanation
Shows the total number of customers over a period of time.
Formula
Total Customers
Report Codes
CUS.TOT
Explanation
Measures the amount of time billed vs. the total amount of time available to be billed. This demonstrates the productivity of employees.
Formula
Time - Billable
Report Codes
TIM.BIL
Explanation
Measures the actual website traffic against a set target, to show how effective the website is.
Formula
Website - Traffic
Report Codes
ATT.WEB.HIT
