Know if you're on track in one glance
Leadify scores the health of every KPI against its target and trend, so a wall of numbers becomes a simple red, amber or green status board you can read in seconds.
How it works
A dashboard full of numbers still leaves the hardest question unanswered: is this good or bad? Leadify's KPI Health Score answers it for you. Each metric is scored against its target, its trend and its pace to goal, then shown as a clear status, so you spend your time on the metrics that need you, not on decoding the ones that don't.
Health, not just numbers
Every KPI gets a red, amber or green score based on target, trend and pace to goal.
- Combines where you are with where you're heading
- Set targets once, right inside the CRM
- Pace-to-goal shows if you'll finish the period on track
- Scores update live as data changes
A status board for the business
See sales, marketing and service KPIs together, ranked so trouble rises to the top.
- At-a-glance view for standups and reviews
- Struggling metrics sorted to the top automatically
- Drill from a score into the records behind it
- Role-based boards for reps, managers and execs
Alerts before the miss
Get told when a healthy KPI starts trending toward amber, not after it goes red.
- Early warnings on pace, not just on outcome
- Notifications to email, Slack or the in-app feed
- Pairs with anomaly detection for the full picture
- History shows how each KPI has trended over time
Where teams use it
Built for real revenue work.
The daily standup
Open the health board, see the two amber KPIs, and spend the meeting on those instead of reading numbers aloud.
Quarterly goal tracking
Pace-to-goal scoring shows early whether each target will land, giving you time to course-correct.
Exec one-pager
Leadership sees the whole business as a color-coded status board and drills only into what isn't green.
“Our leadership meeting went from reading numbers to discussing the three that were amber. The health scores decided the agenda for us.”
FAQ
Questions, answered.
How is a KPI's health calculated?
Each KPI is scored on three signals: how it compares to its target, which way it's trending, and whether its current pace will hit the goal by period end. Those combine into a simple red, amber or green status.
Where do targets come from?
You set targets directly in Leadify, once, and they live alongside your data. There's no separate spreadsheet to maintain and no risk of the goal and the actuals drifting apart.
Will I get warned before a KPI goes red?
Yes. Health scoring looks at pace, not just outcome, so a metric trending toward trouble turns amber and alerts you while there's still time to act.
Can different teams see different KPIs?
Yes. Health boards are role-based, so reps, managers and execs each see the metrics that matter to them, and everyone can drill from a score into the underlying records.
Turn your dashboard into a status board
Score every KPI's health automatically and always know what needs you.