Modules
Secondary KPIs
Transcript
You want to truly understand what's driving your results, you can't just look at the top line KPIs. You need to break them down with the right secondary metrics. So today, I'll show you how we do that in a single focused example. I'm Hagen Fulford, a data analyst here at RevPartners. I help our partners not just track their KPIs, but understand the story behind them. On this slide, we're going to look at one example of taking a primary KPI and breaking it down into secondary KPIs to reveal what's driving performance. Here we have the primary KPIs at the top. Sales conversion rate, the percentage of opportunities that become closed won deals. On its own, it tells us what has happened, but not why. But if we create secondary KPIs, like conversion rate by sales rep or by ICP profile, we can see where performance is strongest and where it needs work. These breakdowns help identify training needs, process gaps, and segments with untapped potential. You can see in this example, we easily identify what we have available with adoption key, 100%, what's in progress, and potentially future state items. So if we're looking at created opportunities to close one, we can partition down by deal owner, pipeline, and create day here. In the near future, we'll be able to look at product, sales activities, and last stage before lost. Those have a lowered adoption rate, so we could still take some insights from them today, but without the higher adoption percentage is gonna be limited in what we can actually act upon. Even a single slide like this can change the way you see your performance. Primary KPIs give you the headlines. Secondary KPIs give you the context and the leverage to improve. In our next video, we'll connect these insights back to the recurring revenue and performance model to show the full picture of revenue health and how you drive actionable insights.