Manual KPIs – the key to business monitoring

In my last blog post, I discussed how vital it is that businesspeople monitor their stress levels and I explained how I track such a qualitative indicator using a manual KPI.

As the concept of the ‘manual KPI’ is so important in Bizeo and is the key to monitoring what’s really going on in your business, I thought I’d spend more time on the concept.

What is a manual KPI?

Some KPIs can’t just be generated automatically from a database or other system. They need to be calculated or determined by a human. We refer to these as manual KPIs.

Different types of manual KPIs can include:

  • a point-of-sale environment, where you want to track the length of queues at the checkout
  • qualitative items, such as satisfaction or stress levels
  • any KPI that requires human calculation or where the source data hasn’t been stored electronically (e.g. you can only know how much of your week you spent on a specific project if you kept detailed timesheets)
  • figures derived from a computer system that can’t be, or hasn’t yet been, interfaced with Bizeo.

How to set up a manual KPI

When you set up a manual KPI in Bizeo, it will send a regular automated email to the person who will produce that KPI (which doesn’t have to be you). They click on the link in that email and a sheet opens up into which they enter the details. It’s that simple.

To set up a manual KPI in Bizeo:

1. Go to Edit Mode

Edit mode

2. Add a new task.

Add task
3. For Drone, select ‘Bizeo Cloud Drone’.
4. For Data Source, select ‘Manual KPI’.
5. For KPI, select  ‘Manual KPI’.
6. Enter the email address of the person who’ll be entering the KPI.
7. Type the header and body of the email that they’ll receive.
8. Specify other parameters, including the checking period (i.e. how often you want to receive the email).

Add task2
Once saved, Bizeo will send an email to the address you’ve specified every checking period. The email looks similar to the one below.

email
When the operator clicks on the link, they’ll be taken to an entry screen like the one below. They just fill in the new value and click ‘Update’.

update manual kpi
Now you know how to track even more of your business KPIs than just what’s available via a database.

One final hint

Manual KPIs are great for personal KPIs as well. You can monitor things like your weight, times for your fitness objectives, the number of hours you spend at work each day, and even how satisfied you are with your own or your team’s performance.

The options are endless once you start thinking about it.

If you don’t have Bizeo yet, you can now get a get a free Bizeo subscription for an unlimited time and monitor up to 20 KPIs. I challenge you to come up with all 20! Let me know how you go.

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