KPIs
KPIs help you understand how your business is doing at a glance.
KPI stands for Key Performance Indicator.
That sounds complicated, but it simply means important numbers to watch.
Think of KPIs like the dashboard of a car:
- Speed
- Fuel
- Warning lights
They don’t run the car — they help you make better decisions.
🎥 This guide matches the KPIs Superdemo video.
What you see on the KPIs screen
Section titled “What you see on the KPIs screen”When you open KPIs, you see cards with numbers at the top of the screen.
Each card answers a simple question like:
- How much are we earning?
- How many clients do we have?
- How many people are online?
You don’t need to click anything to get value — just look.
Current Estimated Annual Revenue
Section titled “Current Estimated Annual Revenue”What does this mean?
Section titled “What does this mean?”This shows an estimate of how much revenue the business makes in a year.
It is not an invoice — it’s a big-picture estimate.
You may also see:
- Next → what’s expected next
- High → highest recorded value
- Avg → average value
This helps you understand trends, not exact totals.
Percentage cards (%)
Section titled “Percentage cards (%)”Some cards show percentages, for example:
- % on W.C.
- % on Cyber
- % on 401k
- % online
How to read percentages
Section titled “How to read percentages”Percentages show how much of something applies.
Example:
- 93% online → most users are using online features
- 22% on 401k → a smaller portion uses that option
These numbers help spot patterns quickly.
Number of Clients
Section titled “Number of Clients”What does this show?
Section titled “What does this show?”This card shows:
- How many clients exist in the system
- How that number compares over time
It helps answer:
“Are we growing?”
Number of Employees (EE’s)
Section titled “Number of Employees (EE’s)”What does EE’s mean?
Section titled “What does EE’s mean?”EE’s stands for Employees.
This card shows how many employees are linked to the system.
Like other cards, you may see:
- Next
- High
- Avg
This helps track growth and scale.
How to use KPIs (Simple advice)
Section titled “How to use KPIs (Simple advice)”Use KPIs to:
- Get a quick overview
- Spot changes early
- Start conversations
Do not use KPIs to:
- Replace reports
- Make decisions from one number only
KPIs show signals, not the full story.
Who should look at KPIs?
Section titled “Who should look at KPIs?”KPIs are useful for:
- Managers
- Owners
- Team leads
- Anyone who wants a quick overview
You don’t need to be a finance expert to understand them.
How this works with demo videos
Section titled “How this works with demo videos”This guide can be:
- Read step by step, or
- Watched as a short KPIs Superdemo
Both explain:
- What the cards mean
- How to read them
- What they’re good for
You’re done
Section titled “You’re done”You now understand what KPIs mean in JMS.
Next, you may want to explore:
- Clients
- Sales
- Finances
KPIs help you see the picture — the other sections help you act on it.