KPI Templates for Business Context in Visuo

These KPI templates provide a structured framework for defining key performance indicators specific to different business domains in Visuo. They serve as a starting point for creating effective Business Contexts with relevant metrics.

KPI Templates for Various Domains

Here are templates for creating KPIs in various business domains:

E-commerce KPI Template

Domain: E-commerce
KPIs:
  - Customer Acquisition:
      - [NEW_CUSTOMERS]: Number of new customers
      - [CUSTOMER_ACQUISITION_COST]: Total marketing spend / [NEW_CUSTOMERS]
  - Sales Performance:
      - [TOTAL_REVENUE]: Sum of all order values
      - [AVERAGE_ORDER_VALUE]: [TOTAL_REVENUE] / Total number of orders
      - [CONVERSION_RATE]: Number of purchases / Number of website visits
  - Customer Retention:
      - [CUSTOMER_LIFETIME_VALUE]: Average customer total spend over their lifetime
      - [REPEAT_PURCHASE_RATE]: Number of repeat customers / Total customers
  - Inventory Management:
      - [INVENTORY_TURNOVER]: Cost of goods sold / Average inventory value
      - [OUT_OF_STOCK_RATE]: Number of out-of-stock incidents / Total product count

This template is ideal for online retailers, marketplaces, and digital storefronts.

E-commerce KPI Template

Domain: E-commerce
KPIs:
  - Customer Acquisition:
      - [NEW_CUSTOMERS]: Number of new customers
      - [CUSTOMER_ACQUISITION_COST]: Total marketing spend / [NEW_CUSTOMERS]
  - Sales Performance:
      - [TOTAL_REVENUE]: Sum of all order values
      - [AVERAGE_ORDER_VALUE]: [TOTAL_REVENUE] / Total number of orders
      - [CONVERSION_RATE]: Number of purchases / Number of website visits
  - Customer Retention:
      - [CUSTOMER_LIFETIME_VALUE]: Average customer total spend over their lifetime
      - [REPEAT_PURCHASE_RATE]: Number of repeat customers / Total customers
  - Inventory Management:
      - [INVENTORY_TURNOVER]: Cost of goods sold / Average inventory value
      - [OUT_OF_STOCK_RATE]: Number of out-of-stock incidents / Total product count

This template is ideal for online retailers, marketplaces, and digital storefronts.

Financial Services KPI Template

Domain: Financial Services
KPIs:
  - Profitability:
      - [RETURN_ON_ASSETS]: Net income / Total assets
      - [NET_INTEREST_MARGIN]: (Interest income - Interest expense) / Average earning assets
  - Risk Management:
      - [NON_PERFORMING_LOAN_RATIO]: Non-performing loans / Total loans
      - [CAPITAL_ADEQUACY_RATIO]: (Tier 1 capital + Tier 2 capital) / Risk-weighted assets
  - Operational Efficiency:
      - [COST_TO_INCOME_RATIO]: Operating expenses / Operating income
      - [REVENUE_PER_EMPLOYEE]: Total revenue / Number of employees
  - Customer Metrics:
      - [CUSTOMER_RETENTION_RATE]: (Customers at end of period - New customers) / Customers at start of period
      - [CROSS_SELL_RATIO]: Number of products per customer

This template is suitable for banks, investment firms, and fintech companies.

Healthcare KPI Template

Domain: Healthcare
KPIs:
  - Patient Care:
      - [PATIENT_SATISFACTION_SCORE]: Average of patient survey responses
      - [READMISSION_RATE]: Number of readmissions / Total admissions
  - Operational Efficiency:
      - [BED_OCCUPANCY_RATE]: Number of occupied bed days / (Available beds * Number of days in period)
      - [AVERAGE_LENGTH_OF_STAY]: Total patient days / Total admissions
  - Financial Performance:
      - [OPERATING_MARGIN]: (Operating revenue - Operating expenses) / Operating revenue
      - [DAYS_IN_ACCOUNTS_RECEIVABLE]: (Accounts receivable / Annual revenue) * 365
  - Quality of Care:
      - [HOSPITAL_ACQUIRED_INFECTION_RATE]: Number of HAIs / Total patient days
      - [MEDICATION_ERROR_RATE]: Number of medication errors / Total medications administered

This template is designed for hospitals, clinics, and healthcare management systems.

Human Resources KPI Template

Domain: Human Resources
KPIs:
  - Recruitment:
      - [TIME_TO_HIRE]: Average days from job posting to offer acceptance
      - [COST_PER_HIRE]: Total recruitment costs / Number of hires
  - Employee Performance:
      - [EMPLOYEE_PERFORMANCE_SCORE]: Average of employee performance ratings
      - [REVENUE_PER_EMPLOYEE]: Total revenue / Number of employees
  - Retention:
      - [EMPLOYEE_TURNOVER_RATE]: Number of employees who left / Average number of employees
      - [RETENTION_RATE]: (Employees at end of period - New hires) / Employees at start of period
  - Training and Development:
      - [TRAINING_COST_PER_EMPLOYEE]: Total training costs / Number of employees
      - [TRAINING_RETURN_ON_INVESTMENT]: (Monetary benefits of training - Training costs) / Training costs

This template is ideal for HR departments and workforce management systems.

Manufacturing KPI Template

Domain: Manufacturing
KPIs:
  - Production Efficiency:
      - [OVERALL_EQUIPMENT_EFFECTIVENESS]: (Availability * Performance * Quality)
      - [PRODUCTION_CYCLE_TIME]: Total production time / Number of units produced
  - Quality Control:
      - [DEFECT_RATE]: Number of defective units / Total units produced
      - [FIRST_PASS_YIELD]: Number of good units / Total units entering the process
  - Inventory Management:
      - [INVENTORY_TURNOVER]: Cost of goods sold / Average inventory value
      - [DAYS_OF_INVENTORY]: (Average inventory / Cost of goods sold) * 365
  - Maintenance:
      - [MEAN_TIME_BETWEEN_FAILURES]: Total operational time / Number of failures
      - [MAINTENANCE_COST]: Total maintenance costs / Total production costs

This template is designed for manufacturing companies and production management systems.

Using KPI Templates in Visuo

These templates provide a starting point for creating KPI models in various domains. To use these templates effectively in Visuo:

Select Your Domain: Choose a template that matches your business domain from the user interface.
Map Your Data: Replace placeholder metric names (e.g., [TOTAL_REVENUE]) with your actual database column or calculation names.
Customize: Add or modify KPIs and their calculations as needed for your specific use case.
Implement: Use the completed template to generate appropriate prompts for Visuo’s AI, guiding it in understanding your key performance indicators and business objectives.
Save and Reuse: Save your customized KPI templates for future use, allowing you to create domain-specific models for your organization.

Essentials

Guides

Changelog

KPI Templates for Business Context in Visuo

KPI Templates for Business Context in Visuo

KPI Templates for Various Domains

E-commerce KPI Template

E-commerce KPI Template

Financial Services KPI Template

Healthcare KPI Template

Human Resources KPI Template

Manufacturing KPI Template

Using KPI Templates in Visuo

Essentials

Guides

Changelog

​KPI Templates for Business Context in Visuo

​KPI Templates for Various Domains

​E-commerce KPI Template

​E-commerce KPI Template

​Financial Services KPI Template

​Healthcare KPI Template

​Human Resources KPI Template

​Manufacturing KPI Template

​Using KPI Templates in Visuo

KPI Templates for Business Context in Visuo

KPI Templates for Various Domains

E-commerce KPI Template

E-commerce KPI Template

Financial Services KPI Template

Healthcare KPI Template

Human Resources KPI Template

Manufacturing KPI Template

Using KPI Templates in Visuo