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[Legacy 1.0] Setting Up KPIs

This article will show you how to track your actions as Key Performance Indicators (KPIs)

This article is a part of our legacy installation and does not apply to our Funnelytics 2.0 Performance Platform

You can use Key Performance Indicators (KPIs) to keep track of how much money you're making or how many leads you're collecting!

Click the step after the opt-in or purchase occurs, then click the settings icon to open up the 'KPI' settings.

Click the Tracking Heading and select the type of 'KPI' you'd like to track:
• Lead
• Sale

Now give your KPI a 'Name' and assign it a value.


Now when you check the KPI bar, you'll be able to see exactly how your funnel is doing based on conversions!

KPIs in Forecasting

When you set a KPI on a step, that KPI is also used to generate the total number of leads and sales in the forecasting tab.


Revenue Value for KPIs is set on each step individually under the "Forecasting" tab in the step settings. 


If you have any questions or need further clarification with Setting KPIs, remember to reach out to our support team anytime by emailing support@funnelytics.io!