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Net Business Indicator(NBI)


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Calculates the value of business generated, in the configured currency. Fields that are marked as revenue fields are reckoned.

**Steps

** 1. Log in to the Vymo web app. 2. Click Self Serve > Global Settings > Performance Management > KPI Definitions. 3. Specify a goal name. The goal code is generated automatically. 4. Specify whether the goal applies to an individual or to a team.

 |Team goal| Individual goal|
 |-----|----|
 |An aggregation of the achievements of everyone down the reporting hierarchy of a manager, including the manager. It can be assigned only to a manager.| Reckons the achievements of only one person.|
  1. To not show the unmet numbers for a goal, select the checkbox for Hide KPI Shortfall.
  2. If you selected the Team option, and if that manager must also individually meet some targets towards that team goal, select the checkbox for Allow Manager Self Contribution.
  3. Select the desired Vymo metric from the Metric dropdown.
  4. Select NBI from the Metric dropdown.
  5. Choose Deal value from the attribute dropdown.
  6. Click Add located in the upper right corner of the screen.
  7. Click Save. You see a message that the changes are now saved as a draft.
  8. In the message box, click Go To Release Management so that you can move the changes permanently to the live configuration.
  9. Click Create a UAT release. Specify the release details and make sure to enter your own email ID because that's where you receive a one-time password (OTP) to continue with the process. Click Proceed.
  10. Enter the OTP you received in the email, and click Submit. Wait for a while till you see a confirmation message saying the process is complete.
  11. To see the changes, log out and log in again.

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