Use Case Simply KPI - Certification service

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Use Case solved by the CRM system vTiger CRM and Simply KPI extension for Certification service company.

The main functions of Simply KPI extension.

The company is engaged in the preparation and sale of various certificates for special work, special product, etc.

The Simply KPI extension for crm system uses it vTiger CRM to assess the performance of sales managers. Ie every Manager has his plan in sales in a month. KPI are set up on the Invoice module and the Total Amount. Once the accountant changes the Invoice status to “Paid” Manager in the piggy Bank drops the amount of this account.