Odoo Employee Key Performance Indicator (KPI)

Introduction

A performance indicator or key performance indicator (KPI) is a type of performance measurement. KPIs evaluate the success of an organisation or of a particular activity (such as projects, programs, products and other initiatives) in which it engages.

Often success is simply the repeated, periodic achievement of some levels of operational goal (e.g. zero defects, 10/10 customer satisfaction, etc.), and sometimes success is defined in terms of making progress toward strategic goals. Accordingly, choosing the right KPIs relies upon a good understanding of what is important to the organisation.[citation needed] ‘What is important’ often depends on the department measuring the performance – e.g. the KPIs useful to finance will differ from the KPIs assigned to sales.

Since there is a need to understand well what is important, various techniques to assess the present state of the business, and its key activities, are associated with the selection of performance indicators. These assessments often lead to the identification of potential improvements, so performance indicators are routinely associated with ‘performance improvement’ initiatives. A very common way to choose KPIs is to apply a management framework such as the balanced scorecard.

Source Wikipedia

Benefit and Features

  • This is module is used to record and monitor periodic KPI for each employee contract
  • Key Performance Indicator master data per Job Position
  • Actual Key Performance Indicator per Employee Contract
  • Integrated to Survey Module for source of evaluation forms (raw data) for flexible data entry of each Key Indicator
  • Integrated to Sales Module to capture Sales Order data as the source of Sales performance
  • Integrated to Project Management / Task Module to capture data as a source of Task based Key Performance

User Manual

Overall KPI Score Dashboard

Key Performance Indicator Master Data for Each Job Title

Setting Key Performance Indicator for Employee Contract

Entering the Actual Performance Data Manually

Entering the Actual Performance Data from Survey Evaluation Forms

 

Entering the Actual Performance Data from Sale Orders

 

Setting up the Survey Evaluation Forms

 

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