KPIs & Metrics 101

Everything you need to know about KPIs to start your data driven journey

KPIs & Metrics 201

Real life business examples of KPIs and how to establish key business metrics

Formula

Rank top 3/10/25 brokers by sales revenue per policy type

Services

HubSpot Dashboard | HubSpot logo Infusionsoft Dashboard | Infusionsoft Logo Pipedrive Dashboard | Pipedrive logo Salesforce Dashboard | Salesforce logo

Role

Analyst, Manager, VP / Director

The Top Brokers in Sales Revenue KPI measures and ranks the top performing brokers based on sales revenue. By spotting who your top performing brokers are, you can ensure that tentative leads are sent to the experts to be converted. There are two views to this KPI: one is strategic and takes a look at top sellers over a longer time period (annual), and the other is tactical and looks at short-term performance. Sharing tactical information about this KPI can foster healthy-competition among brokers.