KPI Motivation: Put the Number Where the Team Can See It
A walkthrough of the KPI Motivation app: KPIs and targets, sales games and achievements, team dashboards, and office TV channels that show the number.
Yantra Team2 min read
On this page
A target in a spreadsheet gets checked at the end of the month. A target on the shop TV gets checked every hour. KPI Motivation turns your numbers into KPIs, targets, games and a screen the whole team can see.
Open it
Pick KPI Motivation in the apps launcher, or open /c/<chat-id>/kpi-motivation. KPI Motivation owns the chat while it is open, so the KPI agent sits beside the app. The left menu has Home, Dashboards, KPIs, Targets, Games, Achievements, TV Channels and Teams.
Home has a card for each thing you can make, each with its own button: Create KPI, Create Target, Create Game, Create TV Channel, Create Team and Create Dashboard.
Set up teams
A team is a group of people working together towards a goal. Under Teams, set up the groups you want to track, such as the SDR team and the account executives.
Define KPIs and targets
A KPI is the thing you measure: weekly sales in dollars, demos booked, calls made. Create your own under KPIs to gauge the whole organization and individual performance.
A target puts a number and a time on it. Under Targets, set the sales targets that keep you and your team focused on a goal for a specific period, such as fifty demos this quarter.
Run games and hand out achievements
Gamification is how the app keeps people engaged. Under Games, start a contest, for example most calls booked this week. Games are sorted into Ongoing, Upcoming and Completed tabs. Achievements has its own page in the menu too.
Put it on the TV
A TV channel shows your business metrics in real time on a screen, so everyone stays up to date without asking. Under TV Channels, name the channel, then add components: a KPI, target or game slide to display on it.
Dashboards are the desk version. Build your own to keep track of sales and business opportunities, KPIs, targets, achievements and how your people are performing.
From chat
The KPI agent's suggestions say what it is for: This week's KPIs, On streak, Set a target, Celebrate a win and Trend review. It reads your KPIs, spots streaks, helps you plan targets, celebrates wins and reviews trends. Some prompts that fit:
- "How are we tracking on this week's KPIs?"
- "Who is on a streak this month?"
- "Plan a contest for most calls booked this week."
- "Walk me through putting our weekly sales KPI on the office TV."
When the agent cannot make a change from the panel, it says that nothing was saved. It then lists the exact values to enter with Create KPI or Create Target yourself.
What it is not
KPI Motivation tracks the number and keeps people motivated. It does not hold the deals behind the number; those live in the CRM. For a one-off analysis or a single chart, ask in the main chat instead of setting up a KPI.