KPI Library

Industry-specific Key Performance Indicators (KPIs) to apply in your metrics

SalesRevenue

Pipeline Generated by SDR

Total value of pipeline sourced by the SDR function in a period

Product & EngineeringOperational

Pipeline Phase Transition Rate

Percentage of candidates advancing from one R&D phase to the next (e.g. Phase I to II)

SalesOperational

Pipeline Stage Distribution

Percentage of total pipeline value sitting in each deal stage, used to identify bottlenecks

SalesEfficiency

Pipeline Velocity

Rate at which opportunities move through the pipeline and generate revenue

MarketingRevenue

Pipeline-to-Revenue Ratio

Ratio of total marketing-generated pipeline to closed revenue from that pipeline, measuring conversion efficiency

Operations & Supply ChainOperational

Planned Maintenance Compliance Rate

Percentage of scheduled preventive maintenance tasks completed on time

Legal, Risk & ComplianceRisk

Policy Attestation Completion Rate

Percentage of employees completing annual policy attestations on time

Strategy & ProjectsOperational

Policy Implementation Rate

Percentage of approved policy commitments or programme milestones delivered by the target date

MarketingQuality

Policy Influence Milestones Achieved

Number of defined policy or legislative outcomes influenced or achieved through advocacy activity

Customer Success & ServiceRisk

Policy Lapse Rate

Percentage of in-force policies that lapse due to non-payment of premium in a period

Customer Success & ServiceRevenue

Policy Retention Rate

Percentage of policies renewing at their anniversary date

MarketingOperational

Portal Lead Volume

Number of inbound leads received from property listing portals (e.g. Rightmove, Zillow, Domain)

Operations & Supply ChainOperational

Post-Harvest Wastage Rate

Percentage of harvested produce lost to spoilage or rejection before reaching market

Operations & Supply ChainQuality

Post-Project Client CSAT

Average client satisfaction rating collected immediately after project completion

SalesFinancial control

Price Exception Rate

Percentage of deals requiring a non-standard pricing approval outside defined discount thresholds

Operations & Supply ChainFinancial control

Procurement Cost Savings

Total savings achieved through negotiation or sourcing vs. prior contracts or budgets

Customer Success & ServiceRisk

Product Adoption Rate

Percentage of licensed users actively using the product, indicating engagement and churn risk

Operations & Supply ChainRisk

Product Recall Rate

Number of product recall events initiated in a period, a critical quality and safety indicator

MarketingRevenue

Product-Led Growth (PLG) Activation Rate

Percentage of free or trial sign-ups that complete a key activation milestone within the product

SalesRevenue

Product-Qualified Lead (PQL) Conversion Rate

Percentage of users identified as product-qualified (based on usage signals) who convert to a paid customer

Operations & Supply ChainEfficiency

Programme Expenditure Ratio

Percentage of total organisational expenditure that is spent directly on charitable activities vs. overhead

Operations & Supply ChainQuality

Programme Outcomes Achievement Rate

Percentage of defined programme outcomes or milestones achieved against plan

Operations & Supply ChainFinancial control

Project Margin

Profit margin on individual client projects after all direct project costs

MarketingEfficiency

Promotion Redemption Rate

Percentage of issued discount codes or promotional offers that are redeemed by customers

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KPI Library: Definitions, Formulas & How to Measure — Page 17 | Insaplan