KPI is an indicator used to measure and evaluate the effectiveness of each employee and the whole enterprise. Organizations and businesses often use KPIs at different levels to both serve as goals and measure the progress and results of each person's work. Therefore, business professionals and CEOs need to identify and build an accurate, appropriate and effective KPI system for the company.
Let's refer to CoffeeHR 9 KPI template for the departments in the article below!
Notes on using KPI templates for departments
KPI is a tool developed by management and leaders to evaluate the performance of subordinates. When setting up the KPI File for positions, departments and divisions in the unit, it is necessary to note the following issues:
- Do not abuse KPI excessively, but should only build KPI template help employees understand the focus of their work. From there, employees will focus their energy and time to bring the most efficiency to the business.
- Executives need to have a specific strategy when developing KPIs, this will help align targets for employees and the organization.
- The company sets KPIs that can all be converted into units. From there, the new operator can evaluate employees fairly, accurately and conveniently track their work efficiency.
- KPIs must be regularly reviewed and changed in accordance with the development of the business and the actual capacity of employees.
>>> Learn more: What are KPIs?? Learn more about KPIs
KPI template for Managers and Departments of employees
Criteria for building individual KPI performance indicators will be different for each individual position in the organization (manager level, or just an ordinary employee). Specifically:
KPIs for management are usually 10-15 KPIs divided from strategic KPIs of the business. From here, these KPI template This can be divided down among junior staff.
KPIs for staff will often be less than KPIs for Managers, and often lean towards professional KPIs.
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Sample KPI for Manager level and Staff department
>>> See more: [Review] Top 10 KPI management software most effective in 2022
KPI template for Sales department
In every business, the sales department is considered the actual part of the company.
They are the ones who provide goods, products and services of enterprises to consumers and bring orders and sales to businesses; At the same time, they need to provide information to help businesses make the right decisions in business operation and development.
One KPI table vague, not clearly defined, lack of science will make individual work, team broken, delayed. Even employees will fall into a state of depression, reduce work morale, and businesses tend to reduce human resources if the allocation of workload and benefits is not satisfactory.
>>> Learn more:
- How to set KPI Standard for business
- OKRs and KPIs what? The difference between the two metrics
Therefore, KPI of the Sales department should be identified first of all the performance indicators in the departments of a business or organization before starting a new product strategy, product introduction, market expansion strategy, etc. school, customer care…
Depending on the industry, goals and vision, businesses build KPIs for the sales department to promote profits for the business and attract more potential customers. Here are the KPI template Basic is usually applied to the sales department:
- Monthly revenue growth
- Number of emails and calls of each salesperson
- Sales opportunity created
- Lead conversion percentage
- Revenue by contact method
- Average conversion time
- Customer lifetime value
- New and expanded MRR indicator
- Value of the entire sales funnel
- Target sales and regions
- Average order value
- Average profit margin
- Customer retention and customer loss rates
- Product performance and sales reps
- …
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KPI template for sales department
KPI template for Marketing department
Marketing is one of the most important parts of any business. This is an effective support tool to help businesses maintain their brand in the market.
KPIs for marketing are often used to measure the work progress of the Marketing department against the set plans and goals. This helps businesses adjust their budget spending strategies more optimally. Therefore, defining a useful set of KPIs is essential for the marketing department in the business to thrive.
Here are the KPIs in the Marketing department that need attention:
- Advertising budget
- Cost per lead
- Rate of customers interacting through advertisements
- Visitor conversion rate
- Rate of website traffic and leads
- Number of followers on social networking sites
- Rate of brand awareness of customers on mass media channels
- …
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Marketing department KPI template
KPI for Sales
In the business, the Sales team are the people who work directly with customers every day to bring sales to the business and bring the brand of the business directly to customers. Sales department often works outside, so managing and controlling work results is a big challenge for businesses.
KPI is an important factor to help businesses overcome that situation. A set of scientific KPIs is the driving force that helps the business team to be more enthusiastic at work. From there, plan and execute the work in accordance with the set goals.
At the same time, a set of KPIs Evaluation of the Sales department helps businesses track sales in the period, customer attraction rate, potential customer conversion, contract value, etc. of each individual, team, point of sale, branch... in enterprise.
Contents that are often included in the chart KPI template For Sales department:
- Target revenue
- Monthly revenue growth
- Average profit margin
- Number of goods sold
- Sales opportunity
- Order cancellation rate
- Total sales revenue
- Order value
- Number of successful applications / Number of potential customers
- Customer Reach Index
- Customer Satisfaction Index
- Future goals
- …
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SEO department KPI
Usually SEO is a race that requires a long time and an extremely large amount of work. Job set KPI for the SEO department to monitor the performance of online marketing activities to help businesses optimize for search engines. Good SEO KPIs will help businesses go through the campaign stages, attract more organic traffic and increase customer conversion rates.
Therefore, companies use SEO as a powerful tool to attract more organic traffic thereby increasing customer conversion rates.
Here are the key elements in the chart KPI template SEO:
- Visit/Bounce Rate
- Organic hit rate
- Percentage of time to keep customers on the page
- Keyword Ranking
- Total guest impressions and views
- Links, backlinks
- Number of new visitors
- …
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KPI template for HR department
Human resources is the management department about people and factors directly related to the business. They often take on tasks such as training, recruiting, etc. Therefore, depending on the function and role of the human resources department, businesses will give different KPIs.
Indispensable elements in KPI table of the HR department:
- Total cost of health care
- Labor insurance
- Employee working time
- Number of vacancies
- Staff costs
- HR Budget
- Absence rate
- Internal communications
- Asset Management
- …
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KPIs of Finance - Business Department
This is the department that directly controls and monitors the financial affairs of each business. Therefore, the use of KPIs for the finance department helps managers to detect short-term problems and long-term trends. From there, it is possible to take necessary measures to help businesses operate continuously, without interruption, and ensure strong development.
Sample KPI review sheet Finance department includes the following contents:
- Current value line
- Future value
- Revenue
- Gross profit
- Revenues
- EBIT
- Number of employees
- Working capital
- Fixed capital
- Expenses incurred in the period
- …
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KPI assessment form for finance and business department
Sample KPI assessment in project management
Project management is an important task of management, in order to ensure the project schedule, control the budget not to exceed the expectation, etc. To do this, managers need to make a plan. The KPIs are scientific, helping to increase employee productivity and ensure the quality of project products.
Project management KPIs include the following elements:
- Define requirements
- Feasibility analysis
- Market research
- Capital Management
- Finalize the specifications
- Deploy commercial channels
- Contract
- Grand Opening
- Goods, products
- Design
- Project product
- …
KPIs for Retail Businesses
KPI performance index is considered an effective toolkit to help retail businesses evaluate business activities, thereby planning effective retail plans, promoting business development.
The set of retail business KPIs includes:
- Value of goods
- Gross profit
- Customer retention rate
- Sales network
- Online sales
- Offline sales
- Retail price
- Customers come to the store
- Website traffic
- Visitor buying rate
- …
Download the sample KPI file for departments now
How to set up KPIs
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It can be seen that performance indicators (KPIs) are very important parameters in supporting the development of the business, helping managers get an overview of the operational level of the departments. In working process.
Above is 9 KPI template The most standard for individuals as well as departments in the business. CoffeeHR hopes that the information in this article can be useful, helping businesses to evaluate the performance of employees and departments, and make appropriate decisions and actions for each audience. . From there, it is possible to develop appropriate strategies, ensure the organization, help businesses develop in the right direction and achieve their goals.
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