marketing

如何为您的组织选择合适的KPI

there’s no one-size-fits-all system for choosing the right KPIs. Instead, here’s how you can choose the most effective KPIs tailored specifically for your business.

ryan Gouldryan Gouldon August 30, 2018 (last modified on November 29, 2021) • 6 minute read

关键绩效指标(KPI)are invaluable weapons in any business’ arsenal.

In short, KPIs are individual units of measurement that provide windows into the performance of a business’ various departments and initiatives. They effectively illustrate where and how a company may be falling short (or exceeding) its goals.

现在,有许多不同类型的KPI,但它们通常属于这四个类别。

  • Cost reduction
  • revenue improvement
  • Process cycle-time improvement
  • Increased customer satisfaction
Google-Analytics-kpi-dashboard-template-beplay体育appiosdatabox

这些是一些最常见和有效的KPI类别。他们经过时间测试,并且是可衡量的值,可以显示公司实现其业务目标的有效性。

因此,这些类别中的所有KPI显然都会适合您的公司,对吗?好吧,不一定。

Here’s the thing: there’s no one-size-fits-all system for choosing which KPIs to focus on.

those values are going to change from business to business. What wecando is look at how you can choose the most effective KPIs tailored specifically for your business. We show how to do just that below.

聪明点

Well, not smart, per se, but SMART.

sm一种rtgoals多年来,已被采用,以帮助各个企业选择合适的KPI。

the acronym stands for Specific, Measurable, Attainable, Relevant, Time-Bound.

您解决的任何KPI都应考虑到这些属性。

s对您的业务特别?容易地m可靠和可追踪?是一种TTOABLE(这意味着这是管理层认为他们的部门实际上可以实现的)吗?是relevant to your goals?

Finally, have you set a reportingtimeframe in which to track the KPIs? This means laying out when you expect to achieve the goals locked in by your KPIs and measuring progress over a specific timeline.

随着时间的推移,有三个主要模型来跟踪指标:

  • x-to-witta(固定的开始日期,滚动/移动结束日期)
  • Historic (have a fixed start and end date)
  • rolling/moving metrics (fluid start and end date)

这些模型中的每一个都有常见的时间范围,并且选择适合您的哪个模型取决于您的目标。

However, what’s certain is that without settling on a reporting timeframe, the whole system breaks.

Now, if you really want to travel down the rabbit hole of measurable values you can go from SMART to SMARTER. That means adding “Explainable” and “Relative” to the above system.

使“可解释”成为选择KPI的关键因素,将做一件非常积极的事情:这将使您公司内的所有利益相关者都清楚地定义KPI定义。而且,如果一切都清晰可解释,那将为您的销售和营销团队保持一致。

另一方面,“亲戚”正在确保您的KPI随着业务和/或量的增长而适用。

例如,由于它适用于大多数企业,因此很有可能将客户获取成本(CAC)视为KPI。当然,这个数字将根据您的销售和营销团队的效率和功效而波动。

so you’ll want to look at CAC in relation to the development of your business. If your business is losing money and your CAC remains the same, then it’s not moving relative to your business goals.

Define metrics by department

这是因为商业孤岛倾向于为公司的整体目标提供自己的战略和策略。

since all companies are different, it’s best to select department-specific KPIs based on the SMARTER method. Having said that, there are a number of KPIs common to the departments of marketing, sales, finance and management.

For example, many销售策略focus on simple but telling indicators like sales growth (a crucial KPI). This tells you the rate at which revenue from sales is increasing or decreasing.

如果您勤奋并随着时间的流逝进行衡量,那么它提供了宝贵的见解,例如确定增长趋势。您还可以在显微镜下查看它,以辨别销售团队和代表如何为组织目标做出贡献。

现在,您的营销部门可能不会在一些基本的KPI上以激光为重点。

一种fter all, they’re probably dealing in multiple channels and are going to want to select KPIs specific to each strategy and initiative.

sEO specialists, for example, are going to look at a number of KPIs by themselves. These include click-through rates, goal conversion rates, search impressions, and more. That’s to say nothing of the KPIs for social media and content marketing.

so you see how important the “explainable” portion of the SMARTER system is.

有这么多p的kpilay, it’s imperative that marketing and sales are always communicating. Here are some other tips forproper sales and marketing alignment

reporting on KPIs

如果您在KPI上安顿下来,您会感到最洞察力,那么您几乎已经完成了,但事实并非如此。

和any data-driven business, the goal is to not only convert the raw data into insights but to present this information to your teams in the form of regular KPI reporting.

有效的KPI报告将在不到10分钟内访问和消化。确保您的KPI报告的最佳方法是有效的KPI dashboard

一种n interactive dashboard will communicate all this information clearly.

更好的是,这将使利益相关者能够熟悉除了阅读报告之外的见解。并将您的KPI仪表板连接到自动化电子邮件以进行快速报告,可确保所有人,从管理下,与关键见解通知的业务目标保持最新状态。

编者注:是否想在不安排额外的会议或发送长电子邮件的情况下保持更新团队的表现?让每个人都与您最重要的KPI保持联系beplay体育appiosDataBox警报功能

Looking for a place to start?

18beplay ,您可以选择多达15个指标,并自动化这些指标的绩效更新,以便为您的整个公司,特定部门或仅几个人进行自动化。你甚至可以schedule dashboard snapshots and performance alerts to any Slack channel。今天开始。

Google-Analytics-kpi-dashboard-template-beplay体育appiosdatabox
关于作者
ryan Gould
ryan Gould作为海拔营销战略和营销服务副总裁,瑞安(Ryan)通过通过研究,讲故事,参与和转换区分的综合营销解决方案来帮助海拔客户解决他们的问题并实现其业务目标。
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