KadranTutorials
Everything you need to get your own figures into Kadran and read them. The two data files are plain CSV, which any CRM or spreadsheet can produce.
Prepare your activity file
The activity file is the only one Kadran requires. It has one row per day, dealer, model, sales advisor and KPI, with the count for that day.
| Column | Required | What goes in it |
|---|---|---|
date | Yes | The day, written as 2026-11-04 |
dealer | Yes | The site's name, spelled the same way every time |
city, zone, network | No | Used for the zone and network filters |
brand, model | Yes | The make and the model line |
segment | No | For example PC or LCV |
advisor | No | The salesperson. Leave empty for figures not tied to a person |
kpi | Yes | One of the names listed below |
value | Yes | The count for that row |
The KPI names Kadran accepts:
| Name in the file | Meaning |
|---|---|
leads | New leads received |
qleads | Leads qualified by the dealership |
traffic | Showroom visits |
opps | Opportunities opened, from any source |
oppsLeads | Opportunities that came from a lead |
testDrive | Test drives done |
proforma | Quotes issued |
orders | Orders signed |
wholesale | Vehicles invoiced to the dealer |
sales | Vehicles invoiced to customers |
salesCrm | Sales as recorded in the CRM |
salesLeads | Sales that came from a lead |
portfolio, portfolio_old | Open orders, and those older than three months. One snapshot row per month |
The first lines of a valid file look like this:
date,dealer,city,zone,network,brand,model,segment,advisor,kpi,value 2026-11-02,DAG Rabat,Rabat,Center,Own retail,Avento,A2,PC,Salma K.,leads,4 2026-11-02,DAG Rabat,Rabat,Center,Own retail,Avento,A2,PC,Salma K.,qleads,2 2026-11-02,DAG Rabat,Rabat,Center,Own retail,Avento,A2,PC,Salma K.,sales,1
The Data page of the live demo shows the first rows of a full sample file, generated from the demo's own figures.
Add monthly targets
Targets are optional. Without them Kadran still shows actuals, ranks and conversion rates, and leaves the target columns empty.
| Column | What goes in it |
|---|---|
month | The month, written as 2026-11 |
dealer, brand, model | The same names as in the activity file |
kpi | The same KPI names as above |
target | The target for the full month |
You give the full-month figure. Kadran spreads it over the month's working days, so the target shown "to date" is what was due by the last day in your data.
Load your files
- Open the live demo and go to Data in the menu.
- Under Import your own data, choose your activity file. Add the targets file if you have one.
- Press Load files.
- Check the line under Current data: it gives the number of rows loaded, the number skipped, and the date your data runs to.
A row is skipped when its date is not written as year-month-day, its KPI name is not in the list, or a required column is empty. If many rows are skipped, those are the three things to check.
In the demo your file is read in your browser and is not sent anywhere. Reloading the page brings back the demo data.
Read the Summary page
The four tiles at the top give sales for the year, the full month, the month to date and the current week, each against its target.
The KPI funnel table compares every step with its target to date. The achievement mark tells you the state at a glance:
- ▲ 100% or more on or ahead of target
- ● 85% to 99% slightly behind
- ▼ under 85% clearly behind
The Conversion rates table shows the gap, in points, between each actual rate and the rate your targets imply. The two funnels show how many leads and showroom opportunities survive each step.
Use the Month and Brand filters at the top of the page. They apply to every page.
Compare dealers and advisors
The Brands, Dealers, Models and Sales advisors pages share one table. For each KPI it shows target, actual, achievement and rank.
- Sort by clicking any column header. Click again to reverse.
- Switch to Conversion rates with the button above the table to rank by rates and not volumes.
- Filter dealers by zone and network type.
- Open a dealer's advisors by clicking the dealer's name.
An advisor's target is the dealer's target shared equally between its advisors.
Follow the month day by day
The Daily tracking page draws the cumulative target as a dashed line and your actual as a solid line, for any KPI. When the solid line is under the dashed one, you are behind.
Each day has a weight: 1 for a working day, 0.5 for a Saturday, 0 for a Sunday or a public holiday. A day's target is its share of the month's weights.
The Weekly page lists every dealer week by week, Monday to Sunday, with the month to date, the target to date and the rank. The Targets page shows, for each dealer, how many sales are still needed per remaining working day.