KPI Library

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

MarketingEfficiency

Cost per SQL

Average total marketing cost to generate one Sales Qualified Lead

MarketingEfficiency

Cost per Store Visit

Average marketing cost attributable to driving one physical customer visit to a store

FinanceFinancial control

Cost per Student

Total institutional expenditure divided by total student headcount

Strategy & ProjectsFinancial control

Cost Performance Index (CPI)

Ratio of budgeted to actual cost for work completed; below 1.0 indicates cost overrun

Strategy & ProjectsFinancial control

Cost Variance (CV)

Difference between budgeted and actual cost of work performed (Earned Value methodology)

FinanceFinancial control

Cost-to-Income Ratio

Total operating costs as a percentage of total income, a key measure of operational efficiency

Operations & Supply ChainQuality

Course Completion Rate

Percentage of enrolled students who complete a specific course or module without withdrawing

SalesOperational

CRM Data Completeness Rate

Percentage of contact and opportunity records in the CRM that have all mandatory fields populated to the required standard

Operations & Supply ChainOperational

Crop Yield per Hectare

Average weight of crop harvested per hectare of cultivated land in a season

SalesRevenue

Cross-Sell Ratio

Average number of financial products held per client, measuring depth of relationship

FinanceRisk

Current Ratio

Ratio of current assets to current liabilities, measuring short-term liquidity

Customer Success & ServiceFinancial control

Customer Acquisition Cost (CAC)

Total cost of acquiring a new customer including sales and marketing spend

MarketingRevenue

Customer Acquisition Rate

Number of net-new customers acquired through marketing campaigns in a period

MarketingOperational

Customer Advocacy Programme Members

Number of customers actively enrolled in a formal advocacy, reference, or ambassador programme

MarketingOperational

Customer Case Study Production Rate

Number of new customer case studies or success stories published in a period

Customer Success & ServiceQuality

Customer Effort Score (CES)

Customer rating of how easy it was to resolve their issue

Customer Success & ServiceQuality

Customer Health Score

Composite score measuring account engagement, product usage, support tickets, and sentiment

Customer Success & ServiceRevenue

Customer Lifetime Value (CLV / LTV)

Total revenue expected from a customer over their entire relationship

MarketingRevenue

Customer Lifetime Value (CLV) — Retail

Average total revenue generated from a retail customer over their relationship with the brand

MarketingQuality

Customer Satisfaction Score (CSAT) from Marketing Touchpoints

Satisfaction rating collected immediately after a marketing interaction (event, webinar, campaign)

Customer Success & ServicePeople

Customer Service Agent Attrition Rate

Voluntary turnover rate among contact centre agents

SalesOperational

Customer-Facing Meetings per Rep per Week

Average number of in-person or virtual client meetings held by each field rep per week

MarketingRevenue

Customer-Led Revenue Growth

Percentage of new pipeline generated directly through customer referrals, advocacy, or peer-to-peer influence

Operations & Supply ChainEfficiency

Customs Clearance Time

Average days from goods arriving at border to customs clearance being granted

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KPI Library: Definitions, Formulas & How to Measure — Page 6 | Insaplan