Account metrics can be system generated or imported by your administrator and are used to track important account performance against KPIs.

Account Metrics in Kapta: Track KPIs and Performance

Overview

Account Metrics in Kapta provide a comprehensive view of how your customers are performing against their key performance indicators (KPIs). Located alongside the Account Health Score in the Details tab, these metrics are crucial for monitoring customer success and driving strategic decisions.

Key Features

• Dual Data Sources: Combination of automatically pulled system metrics and custom admin-configured metrics
• Summary View: Top four metrics displayed directly in the Account Details tab
• Detailed View: Complete metrics organized by family in the "View Metric Details" page
• Visual Indicators: Color-coded values showing performance against targets
• Timeline Analysis: Track metric changes over configurable time periods

Accessing Account Metrics

Account metrics are available in multiple locations:

• Summary of top four metrics in the Account Details tab (below health score)
• Complete view via "View Metric Details" link
• Portfolio-level view by clicking "Metrics" in the left navigation menu

Types of Metrics

System-Generated Metrics

• Automatically pulled from external sources at regular intervals
• Examples include year-to-date revenue and total units
• Reduces manual data entry and ensures accuracy
• Updates according to configured schedules

Custom Admin-Configured Metrics

• Created and imported by administrators
• Tailored to specific organizational needs and KPIs
• Can be organized into metric families for better categorization
• Flexible configuration options for display and calculation

Admin Configuration Options

Administrators can customize:

• Which metrics are used for each account
• The "top four" metrics displayed in the summary view
• Name and icon type (number, percent, color ranking) for each metric
• Access permissions for viewing and editing
• Values that constitute "success" and their color-coding
• Integration with external data sources

Working with Metrics

• Updating Values: Users with permissions can click metrics to change values or targets
• Filtering Options: View metrics from today or last update, filter to specific categories
• Custom Views: Create personalized metric views for focused analysis
• Performance Tracking: View gain/loss values compared to previous periods
• Timeline Analysis: See how metrics change over time in expanded view

Reporting Capabilities

• Generate metric detail reports via the "Reports" link in the metrics view
• Access additional metric reports from any account page or tab
• View portfolio-level metrics aggregated across multiple accounts
• Customize reports based on administrative configurations

Best Practices

1. Regular Reviews: Monitor metrics consistently for early issue detection
2. Target Alignment: Ensure metric targets align with customer success goals
3. Data Integration: Use automatic data pulls where possible to maintain accuracy
4. Focus on Top Four: Select the most critical metrics for your summary view
5. Timeline Tracking: Analyze trend data to understand performance trajectory

Account Metrics provide the quantitative foundation for making informed decisions about your customer relationships and strategies.