How to Set Up KPI?

How to Set Up KPI?

The data reporting in the KPI page are mainly based on the transactions pulled up from the link bank account under Banking section. Once transactions are mapped as an expense or income accordingly, it will update the data in the KPI page. Also, leads data in the KPI dashboard would be dependent on the leads and deals inflow. General Data, Conversion KPIs and Marketing Financials are all generated by the system.