When you create a Connected KPI on KPIs & Dashboards, pick from the data points below. The catalog reflects what is enabled for this integration on your platform.
CRM
Active Companies (companies) - Number of company records marked as active in your CRM. Active companies represent current or potential business relationships to nurture.
Active Contacts (contacts) - Number of individual contacts marked as active. Active contacts are current relationships worth nurturing for business opportunities.
New Contacts (contacts) - Number of new contacts added to your CRM. Monitor growth to assess networking and lead generation effectiveness.
Total Activities (activities) - Total number of logged activities across all types (calls, meetings, emails, tasks). More activities typically lead to better relationship development.
Total Companies (companies) - Total count of all company records in your CRM database. Growing company list indicates expanding business network and potential opportunities.
Total Contacts (contacts) - Total number of individual contact records in your CRM. A healthy, engaged contact database is crucial for business development.
Sales
Active Leads (leads) - Number of leads currently being qualified for sales opportunities. Active leads represent your top-of-funnel pipeline requiring nurturing.
Active Opportunities (opportunities) - Number of sales opportunities currently in progress through your pipeline. Monitor to forecast revenue and identify process improvements.
Average Deal Size (GBP) - Average monetary value of your sales opportunities. Understanding average deal size helps with revenue forecasting and resource allocation.
Converted Leads (leads) - Number of leads that successfully progressed to become sales opportunities. Track to measure lead quality and qualification effectiveness.
Lead Conversion Rate (%) - Percentage of leads that convert to opportunities. Industry benchmarks vary (5-15% is typical), but higher rates indicate better lead quality.
Lost Opportunities (opportunities) - Number of opportunities that were lost or closed without winning. Analyze loss reasons to improve your sales approach and competitive positioning.
New Leads (leads) - Number of new leads created. Track trends to ensure consistent top-of-funnel lead generation.
Opportunity Win Rate (%) - Percentage of opportunities that close as wins. Typical win rates range from 20-40% depending on industry and sales cycle.
Pipeline Value (GBP) - Total potential revenue from all active opportunities. Monitor to ensure healthy pipeline coverage (typically 3-5x your revenue target).
Total Leads (leads) - Total count of lead records in your system. Monitor growth and conversion rates to assess lead generation effectiveness.
Total Opportunities (opportunities) - Total number of opportunity records (active, won, and lost). Track trends to understand sales activity levels.
Total Orders (orders) - Total number of confirmed sales orders. High order volume indicates successful closing and strong demand for your offerings.
Total Orders Value (GBP) - Combined monetary value of all sales orders. This represents committed revenue from closed deals.
Won Opportunities (opportunities) - Number of opportunities successfully closed as wins. Track alongside win rate to measure sales effectiveness.
Won Opportunities Value (GBP) - Total revenue value from all won opportunities. This represents actual closed business and realized revenue.
How sync works
Each data point maps to a provider API query executed by the integration sync engine.
On save or scheduled sync, Elevale fetches the latest value and appends to KPI history.
Connection status on the KPI shows the last successful sync or error message.
Setup and troubleshooting: Setup & usage