KPI Metrics — define and track your key performance indicators

CooVex tracks a core set of metrics automatically: lead count, MRR, site health score, GEO score, churn rate. The KPI Metrics section lets you define additional, business-specific metrics and track them with the same level of AI attention as the defaults.

Types of KPIs you can track

Calculated KPIs

Built from data already in CooVex. Examples:

• Average deal size (total Won deal value / Won deal count)
• Lead response time (average hours from lead creation to first contact)
• Content-to-lead conversion rate (leads generated per 100 published articles)
• Proposal win rate (Won / (Won + Lost) for deals in Proposal stage)

Manual KPIs

Metrics you enter manually on a chosen frequency. Examples:

• Weekly active users (entered weekly from your product analytics)
• Net new revenue from partnerships (entered monthly)
• Support ticket volume (entered weekly from your helpdesk)

Target-linked KPIs

Any KPI can be linked to a Goal. When linked, the KPI shows a progress bar toward the target and the agent monitors it for deviation.

Setting up a KPI

1. Go to Intelligence → Business Metrics
2. Click Add KPI
3. Name the metric and select the type (calculated or manual)
4. For calculated: choose the formula or pick from the pre-built list
5. For manual: set the update frequency (daily, weekly, monthly) and who is responsible for updating it
6. Optionally set a target value and link to a Goal

KPI dashboard

All your KPIs appear in the Business Metrics dashboard as cards with:

• Current value and trend (up/down vs. previous period)
• Spark line (mini chart of the last 8 data points)
• Target progress bar (if a target is set)
• AI commentary on notable changes

KPIs that are significantly off-trend generate Agent Signals automatically — no need to manually check each one every day.

See also: Goals & OKRs | Analytics | Dashboard Metrics