Sales KPI Categories

Section: Knowledge & Reports
URL: /admin/sales_kpi_categories
Page title: (2) Toate categoriile KPI

Overview

Configure the KPI categories used for sales performance reporting.

Business value

Configures the KPI categories used for sales performance reporting — bookings, revenue, activities, conversion ratios. The schema for sales-team measurement.

• Who uses it: Sales managers, RevOps
• Key benefit: A consistent scoreboard means clear performance conversations.

Typical use cases:

• Weekly KPI dashboard per rep
• Monthly sales-leaderboard refresh

At a glance

Accessing this module

From the admin sidebar, navigate to Sales KPI Categories, or open the URL directly:

/admin/sales_kpi_categories

List view

The list view shows existing sales kpi categories records. Use it to search, filter, sort, and bulk-act on items.

Common actions

1. View existing records — open Sales KPI Categories from the sidebar to see the list view.
2. Search and filter — use the search box and column filters to find records.
3. Create a new record — click the Add / New button (or follow the "Create" URL above) and fill in the required fields.
4. Edit a record — click a row to open the detail view, then use the edit action.
5. Delete a record — use the row's delete action; deletion may be soft or hard depending on the module.
6. Bulk operations — select multiple rows via the checkboxes and apply a bulk action from the toolbar (export, delete, status change, etc., where supported).

Captured: 2026-05-10T09:51:26.776Z · Source: demo.crmconnect.io/admin/sales_kpi_categories