KPIs
KPI Goals in DotlyMaps help organizations define, monitor, and measure key business objectives using geographic data. Users can create customized KPI goals under the Goals section to track important sales and operational metrics across…
Last updated August 13, 2026
Overview
KPI Goals in DotlyMaps help organizations define, monitor, and measure key business objectives using geographic data. Users can create customized KPI goals under the Goals section to track important sales and operational metrics across different regions.
To simplify KPI creation, DotlyMaps includes a Generate with AI option that uses AI Intelligence to recommend and create meaningful KPIs based on available CRM data and business objectives. Once created, KPI results can be displayed through Widgets, providing real-time performance statistics and area-based insights directly on the map.
Why It Matters
KPI Goals transform CRM data into measurable business objectives, while Widgets provide a visual summary of performance across geographic regions. Together they help users:
Track progress toward business goals.
Monitor regional sales and operational performance.
Measure team performance using geographic insights.
Generate KPIs quickly with AI assistance.
Make informed decisions using real-time statistics.
When to Use
KPI Goals and Widgets are useful when organizations need to:
Monitor sales performance by region.
Track revenue, leads, or customer growth.
Measure progress toward business targets.
Compare performance across territories.
Display key metrics on the map dashboard.
Generate KPI recommendations using AI.
Prerequisites
- CRM data is synchronized with DotlyMaps.
- Users have permission to manage Goals and Widgets.
- Relevant CRM modules are enabled.
- Business data required for KPI calculations is available.
Creating KPI Goals
Open DotlyMaps and navigate to the Goals section.
Click Create Goal.
Enter a name for the KPI.
Select the CRM module and metric you want to track.
Define the target value and other required settings.
Save the KPI goal.
Creating KPIs with AI
Open the Goals section.
Click Generate with AI.
Allow AI Intelligence to analyze your CRM data.
Review the suggested KPI goals.
Select or customize the recommended KPIs.
Save the generated KPIs for monitoring.
Viewing KPIs in Widgets
Navigate to the map view.
Open the Widgets panel.
Select the KPI widget you want to display.
View real-time performance statistics for the selected geographic area.
Monitor progress and compare results across different regions.
Example
A sales manager creates a quarterly revenue KPI under the Goals section and uses Generate with AI to receive additional KPI recommendations. The selected KPIs are displayed as map widgets, allowing the manager to compare regional performance and identify areas that require attention.
Best Practices
Define KPIs that align with your business objectives.
Use AI-generated recommendations as a starting point.
Review KPI performance regularly through Widgets.
Update goals as business priorities change.
Troubleshooting
KPI data is not displayed: Verify that CRM data is synchronized.
AI cannot generate KPIs: Ensure sufficient CRM data is available for analysis.
Widgets are not showing KPI values: Check that the KPI has been created and assigned to a widget.
Statistics appear outdated: Refresh or synchronize the latest CRM data.
FAQ
Where are KPI Goals created?
KPI Goals are created and managed from the Goals section in DotlyMaps.
What does the Generate with AI feature do?
It analyzes available CRM data and suggests relevant KPI goals that users can create and customize with minimal effort.
Where can I view KPI performance?
KPI performance can be viewed through Widgets, which display real-time statistics and area-based insights on the map.
Can KPI Goals be edited after creation?
Yes. Users can update KPI goals, targets, and configurations at any time to reflect changing business objectives.