KPI Reference

KPI Definitions

While using Softdial Reporter™ 5, definitions for all KPIs available can be viewed in the KPIs dialog, grouped by category.

To access the KPIs dialog, in the top-right corner, click on the Main Menu icon Softdial Reporter™ 5 Icon and select KPIs (Fig. 1):

Main Menu - KPIs

Fig. 1 - Main Menu - KPIs

The KPIs dialog is shown (Fig. 2).

KPIs dialogue

Fig. 2 - KPIs dialog

To select a category, click on a category in the left pane. Fig. 2 shows the Session Summary category with its associated KPIs.

For each KPI, the following columns are available (with some hidden by default):

Column Comment Default state
Title Used for report headings/ labels. Selectable per widget in Widget Settings > Display Tab > Item Label - select Long format Visible
Short Title Used for report headings/ labels. Selectable per widget in Widget Settings > Display Tab > Item Label - select Short format Visible
Name Internal use only Hidden
Mapping Internal use only Hidden
Type Data type (string, date, int, etc) Hidden
Description Shown as additional information when hovering over a report table heading Visible

Either:

  1. click on the column header. Click again to reverse direction
  2. or
    1. Hover over any column header
    2. Click the revealed dropdown
    3. Click Sort Ascending or Sort Descending
  1. Hover over any column header
  2. Click the revealed dropdown
  3. Hover over Columns
  4. Check/ uncheck the box to display/ hide each column

KPIS definitions are further described in the KPI Reference section.