Using KPI Analysis

Create and analyze metrics from different sources.

Dealtale lets you explore data using three types of Analysis: KPIs, Segmentation and Funnels. In this section, we elaborate on how to analyze KPIs.

A Key Performance Indicator (KPI) is a computable value that shows how successfully a company is accomplishing key business goals. Businesses use KPIs at multiple levels to assess their success at attaining targets.

High-level KPIs may concentrate on the overall performance of the business, while low-level KPIs may aim on processes in departments such as human resource, sales, marketing, and support, etc.

Both metrics and KPIs are measurable capacities of an activity such as your advertising, social media, and sales campaigns. The primary distinction is the purpose.

Metrics permit you to monitor performance and determine results. They are measurable and indicative of the success or failure of any process or activity. On the other hand, KPIs are much more definite. They involve a set of quantifiable values and highlights relative to a goal or objective.

Use the KPI module to group and filter your data and create metrics to track your business outcomes using formulas. KPIs is used to look at your entire data, including sessions by unknown visitors.

Selecting a Metric

Dealtale allows you to select the metrics that you'd like to analyze.

To select a Metric that you want to analyze, follow these steps.

  1. Logging in to your Dealtale account directs you to the KPI Analysis page.

    Alternatively, you can access this page when you have already logged in to your Dealtale account by clicking on Create on the left pane and selecting KPI from the pane that slides out on the right.

  1. Click Select a Metric and select from the drop-down options that displays.

    The image below shows available Metrics , which are derived from the marketing and sales data sources that you connected to Dealtale.

  1. In this example, we select Website Page View, which shows three options below it.

    The list of options displayed below the metric will vary, depending on the Metric selected.
   A number figure beside the metric name shows the amount of drop-down options available for a particular Metric.
   For example, if you select the Google Ads Ad Performance metric, the image below shows the number of available drop-down options.


    If you select Linked In Campaign Report, the image below shows the number of available options.

  1. In this example, we select Website Pages Unique Visitors.

    On the right, a default vertical bar chart illustrates the number of unique visitors of your website page views. You can click on the icons above the chart to change to preferred visual illustration and select more filtered views. Refer to Configuring Your Charts for instructions.

Selecting Another Metric

You can follow the same steps to add the data of another Metric in the same chart. Adding another metric is especially useful when you need to make a calculation using Formulas. Refer to Configuring Advanced Settings for instructions.


To further specify the Website Page View Unique Visitors metric values use the following features:

  1. Group By - split your data into one or more properties.
  2. Filter - Filter to analyze a smaller part of your metric.
  3. Set Time - Use a time dimension to filter your metric.

Advanced Configuration

You can set advanced configuration by referring to the Configuring Advanced Settings section for instructions.

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