Your profile and your KPIs
What you can change about your own account, what only an administrator can, and how to read the KPIs you are measured on before your next one-to-one.
Where your own pages live
Everything about you sits behind your photo in the account menu, at the foot of the sidebar: Profile, KPIs when you have individual targets, Enablement, Take the tour, Billing if you manage it, the Celebrations setting and Sign out. On Home, your photo beside the greeting opens Profile as well.
None of these pages changes what anyone else sees. They are the part of RevTech that is yours to keep current, and the part your manager reads when they open your performance page.
What you can change on Profile
Profile holds your photo and your details. Upload a PNG, JPEG, WebP or GIF up to 5MB to replace the photo; until you do, RevTech shows the picture from your sign-in provider, or your initials. An uploaded photo can be removed again, which puts the provider picture back.
First name, last name, job title, timezone and location are yours to edit, and Save changes writes them. Your email address comes from the identity provider you sign in with, so it is shown but cannot be changed here.
- Timezone starts as the company default from Company Settings; choosing your own overrides it for you only
- Save changes stays off until something has actually changed
What only an administrator changes
Access & Permissions, at the bottom of Profile, shows your assigned team, your platform role, your account status and the modules your role can open. It is read-only on purpose: these decide what records you see and what work reaches you, so they are set in Admin, under Users and Roles & permissions.
If a section you expect is missing from the sidebar, or a report says you do not have access, this is the place to check first. Then ask an administrator, and name the module or report you need rather than asking for "more access".
Reading your KPIs
KPIs shows one card per individual target you have been given, for the current period: what you have done, what you were set, attainment as a percentage, and a status pill so the state reads without relying on colour. The info icon on each card says how that KPI is measured.
The pill follows one rule. On track is at or above target. Tracking is between 80% and target. Behind plan is under 80%. For a KPI where lower is better, the rule turns around. No target set means the KPI has no number for you yet, and the card shows a dash rather than a zero it never measured.
- On track: at or above target
- Tracking: from 80% of target up to target
- Behind plan: under 80% of target
- No target set: nobody has given you a number for it yet
When the page says you have no KPIs
An empty KPIs page means no individual targets have been assigned to you. They are set in Goals & Targets, under Individual Targets, by whoever runs targets for your team, usually RevOps. The page cannot fill itself in, and a number you keep in a spreadsheet does not count here.
Where this sits in your week
Open KPIs before your one-to-one, not during it. A card that is Tracking with three weeks left is a conversation about pipeline; one that is Behind plan with a week left is a conversation about which deals close. Either way the next move is in your queue: Home and the Action Center are where the work that moves these numbers arrives.
The Celebrations setting in the same menu decides whether Revy and the Jets appear for you, on wins and during guided tours. It is all or nothing, it follows you to other browsers, and turning it off changes nothing else about how RevTech works.
What to take away
- Your timezone follows the company default until you set your own. Set it if you work somewhere else.
- Your role, team and access are shown, not edited. An administrator changes them.
- Read the status pill before the percentage: On track, Tracking, Behind plan or No target set.
- No target set is not zero. It means nobody has given you a number for that KPI yet.
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