How to Use KPIs by Tags in REsimpli
Step 1: Open KPIs by Tags
Go to the Data tab on the left-side menu, then select KPIs by Tags.
Step 2: View Available Tags
On the left side, you will see all tags currently assigned to leads in your Active Leads pipeline.
Step 3: Review KPI Data
Select a tag to view KPI metrics such as:
Revenue Generated
Total Leads
Qualified Leads
Other lead performance data
Step 4: Create Smart Filters
Use tags as filter parameters when creating smart filters to organize and track lead performance more effectively.
Step 5: Adjust the Time Duration
Use the Show For Duration option to filter KPI results by a specific date range or time period.
Step 6: Contact Support if Needed
Reach out to REsimpli support if you need help using KPI reporting or tag filters.