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The document outlines a series of functionalities related to updating and displaying KPI data, including capturing frequency, calculating values, and managing company contacts. It emphasizes the need for automated reminders and notifications for data submissions, as well as the creation of retention charts and cohort analysis. Additionally, it highlights the importance of a user-friendly interface for accessing and analyzing company performance metrics.

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160220b010
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8 views1 page

Stories

The document outlines a series of functionalities related to updating and displaying KPI data, including capturing frequency, calculating values, and managing company contacts. It emphasizes the need for automated reminders and notifications for data submissions, as well as the creation of retention charts and cohort analysis. Additionally, it highlights the importance of a user-friendly interface for accessing and analyzing company performance metrics.

Uploaded by

160220b010
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as TXT, PDF, TXT or read online on Scribd

1.

Capture frequency(month, quarter) - replicated in update actuals & historical -


2
2. Update frequency - 1
3. Entering & saving & displaying values based on frequency in update actuals &
historical - 5
4. Calculate quarterly&yearly values - 2
5. Calculate % changes - 2
6. Company level Tabular view - 2

1. Update Frequency popup/modal


2. Update Actuals

Retention charts
cohort analysis

-flowchart kpi functionality


-come up with a solution to show users which companies are performing good

Add KPIs - Add Company 3rd step, 3 dots portfolio screen, firm level KPI screen,
company level KPI screen
Set Company Contact - Add Company 1st step, KPI screen Send Reminder
Reminder emails - automated every month, Send Reminder
Send Reminder - Company Contacts (adding firm contact email in CC) :- Set as
company contact, invited as company contact user to application

|
option to
notify admins about submission of data - emails are not being sent to the firm
contact email

Submit current month KPI data - Company contact: Magic link, Logging in as company
contact; Firm admin: firm level KPI screen, company level KPI screen
Update expected & historical - company contact after log in firm admin in firm
level and company level KPI screens
View KPI data - firm admin: KPI screen (actual & expected monthly, quarterly,
yearly a
nd % changes

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