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HelpAcademyKey Performance IndicatorsOverall Rating KPI

Overall Rating KPI

Understand the Overall Rating KPI — the configurable composite score that combines your most important KPIs into one number.

The Overall Rating rolls several KPIs into a single number so you can see, at a glance, how a person is performing and how they compare with the rest of the team. Unlike the other KPIs, it is configurable — you decide which underlying metrics matter most for your organization.


What it measures

A composite score that summarizes the Availability, Activity, Engagement, and Productivity KPIs into one number for a quick read on overall performance.

Note: Workday and Contribution are absolute-time metrics and do not feed into the Overall Rating.

How it's calculated

The Overall Rating combines its four component KPIs according to the importance you assign each one in Settings → Rating. For every component KPI you choose an importance level:

Importance levelEffect
IgnoreThe KPI is left out of the rating entirely.
MinorThe KPI counts, but with the least weight.
NormalThe KPI counts at standard weight.
ImportantThe KPI carries the most weight.

Because the weights are configurable, the exact formula — and therefore the "right" value — depends on your settings.

Rating strategies

You can apply weights in one of three ways:

  • Same settings for everyone — one configuration applies across the whole workspace.
  • Custom based on the department — different weights for selected departments.
  • Custom based on the job title — different weights for selected job titles.

This lets you rate people against expectations that fit their role. For example, for a software engineer you might set Productivity to Important and Availability to Minor, while for a support agent you might do the opposite.

What influences it

  • The four component KPIs — Availability, Activity, Engagement, and Productivity.
  • The importance levels you assign each one.
  • The chosen strategy — everyone, department, or job title.

How to read it

With the default settings, an Overall Rating of about 50 or above is generally good. Because the formula can be customized, interpret the number against your own configuration, and use it primarily for comparison — across team members, or for the same person over time. On the Profile, the Overall Rating (like other KPIs) can be shown as a department rank, a company rank, or a change versus the previous period.

Related

Settings → Rating (configuration), and the four components: Availability, Activity, Engagement, and Productivity.