KPIs in TM Hub: employee plans that measure themselves

The month is closing, and the director is back to the same old question — who actually hit their target, and who didn't? The answer is usually scattered across several versions of an Excel file, half-remembered conversations and a vague sense that someone "seemed to do well." The new Plans & KPI section in TM Hub closes that gap: you set the target, and the system calculates the actual result on its own — straight from the live data in your CRM. No spreadsheets to fill in by hand, no arguments about "how much I really did."

Why "seemed to do well" isn't good enough

In a growing business, employee performance mostly lives in the manager's head. One person "looks busy," another is "falling a little behind" — but the numbers behind those judgments get pulled together at the end of the month, in a rush, by hand, from different files. The result is an assessment that feels subjective, and an employee who is rightly frustrated — they can't see what they're actually being measured on.

A goal that isn't transparent doesn't motivate. And a result collected by hand isn't trusted — not by the manager, not by the team.

TM Hub's philosophy has always been the same — keep orders, inventory, finance and your team in one system. Since the work is already recorded there, it only makes sense to measure performance there too — from the same data the business runs on every day.

How it works

A plan comes down to three simple things — an employee, a metric (KPI) and a target for a given period. For example: "Aram — Sales — 30 deals in November." You create the plan in a single window, activate it, and that's it.

Here's the key point: the actual result isn't a fixed number that someone types in. The system recalculates it every time — directly from sales, tasks and calls, using your company's time zone and the exact boundaries of the period. If a task is reopened or a call is un-marked as done, the metric corrects itself — no double counting, no stale points left hanging. The number you see is always right — right now.

A new plan — pick the employee, the metric, the target and the period. The system handles the rest.

Three sources already in your system

From day one, three built-in KPIs are available — built on the very modules your team already works in:

• Sales — how many deals an employee closed, or how much they sold, at the POS register. The net amount is calculated honestly — sales minus confirmed returns, each counted in its own period.
• Tasks — how many orders or tasks an employee completed and, as a separate metric, how many they completed on time. The latter measures not just volume but discipline.
• Calls — how many planned calls an employee made and marked as done. For sales and support teams, it's a direct measure of day-to-day discipline.

All three respect the branch filter and the period, and amounts are kept in a single currency — Armenian dram (AMD). There's no new data to enter — if your team works in the system, the KPIs are already working.

Every plan on one screen — who's how close to target, at a glance.

Your own KPI — no developer required

Every business is different, and three built-in metrics won't always cover it. That's why we've added a no-code KPI builder. The director picks the source (sale, task or call), the calculation type (count or sum) and the filters — status, date field, branch. A few clicks later, the new metric shows up in the plan-creation list, right alongside the built-in ones.

Just as important — the builder only works with allow-listed, safe fields, so there's no way to put together a broken or dangerous query. You get flexibility — without a developer and without the risk.

A new metric — source, calculation and filters. All without a single line of code.

Every employee sees their own

Transparency works both ways. The director sees the full picture, while each employee sees only their own plans — right in a widget on their dashboard. They can check every day how far they are from the target, instead of finding out at the end of the month, when it's too late to change anything. Employees don't see each other's results — this is a personal tool, not a public leaderboard.

It's this daily visibility that turns a goal into motivation — when progress is right in front of you, you want to fill that bar yourself.

The "My plans" widget on the dashboard — employees see their progress every day.

How to get started

1. Open Staff → Plans & KPI.
2. Click "New plan" and choose the employee, the metric and the target for the month.
3. Activate the plan — the actual result starts calculating automatically.
4. If you need to, build your own KPI with the builder, or copy the whole month's plans to the next month in one click.

Just a few minutes, and your team's goals — from sales to calls — live in the same place as the work itself: in one system.