Example: The indicator will be used to assess and report on our customer success internally. To help you with your creation and customization efforts, here’s a comprehensive guide to data dashboard design principles for your reading pleasure. Target Goals: This doesn’t require any special introduction. In our example, the report includes the measure itself and where you can find the data source that’s used to monitor and measure this KPI: The measure is the number of new visits and total new contacts, with the CRM system providing the data. All Data Entries: Look at all the data for every user and KPI. Managing Partners: Martin Blumenau, Jakob Rehermann | Trade Register: Berlin-Charlottenburg HRB 144962 B | Tax Identification Number: DE 28 552 2148, News, Insights and Advice for Getting your Data in Shape, BI Blog | Data Visualization & Analytics Blog | datapine. In essence, you don't need to perform or update data manually but let the BI dashboard software do the hard work. By using modern online data visualization, all these calculations are presented in an intuitive, visual way, where you don't need to scroll through endless rows and columns of a traditional spreadsheet. When using quality indicators, it is extremely important to regularly access accurate, reliable and good quality data. Example #1 – KPI Dashboard in Excel using PowerPivot. So you can download the excel workbook template from the below link, which is used for the example of Power BI KPI Visual. We have defined what are KPI reports, and provided examples on how to present KPIs in different business functions, and now we will focus on the creation of such reports and provide basic tips and tricks. The conversion ratio should be stable and this number can vary a lot between industries and functions. 6. Profit and loss are the two most essential factors in any organization’s bottom line. Here’s a list of meaningful KPIs that most businesses track. We’ve covered key performance indicators in addition to the power and importance of these kinds of reports. Step 2: Now, it will ask you to sing in. As mentioned, we are living in data-driven times, and to win on today’s commercial battlefield, making informed decisions based on digital insights (KPI data) is a must if you want to thrive today, tomorrow, and long into the future. Percentage of new hire retention after a given period 4. To ensure optimal real-time KPI performance monitoring, the lead-to-opportunity ratio should be high on your list. Profit and loss are the two most essential factors in any organization’s bottom line. Example: A company guaranteed 100% of deliveries on time. KPI is a value measured to assess how effective a project or company is at achieving its business objectives. Now let’s create a “Dual KPI” chart to show the target vs actual graph. Before we  continue, here’s a quick summary of essential elements to cover when building your report: Now, to help you on your path to data-driven enlightenment, here’s a more detailed rundown on how to prepare a KPI report, touching on key elements detailed in the summary above: Every business, depending on its size, sector, and core objectives will have its own set of KPIs dedicated to different disciplines within the organization. To get it may be that an employee, who has fulfilled the task set before him. Whether utilizing HR KPIs or any other department and industry, it is crucial to understand these basic definitions so that the creation and analysis can improve a company's bottom line. This metric is the first element to examine in your sales funnel. KPI key performance indicators: examples in Excel. Every KPI needs a name so that you can discuss it collectively. Through a series of comprehensive insights and lead-based data, this KPI report sample will empower you to streamline your sales processes, enhance your sales strategy, and increase your all-important conversion rates as a result, which you can also see in more detail on our sales dashboard template. Lead-to-sale conversion rate. After asking the question, ‘What is a KPI report,’ understanding how to make a KPI report, and looking at real-world examples, it’s clear that these invaluable tools offer a wealth of insights into critical areas of any business, providing the tools to set viable goals, work towards worthwhile benchmarks, and leverage invaluable information to your advantage. In essence, this KPI reporting template needs to be included in the financial aspect of strategizing “recurring” components and enables you to predict the state of business in the future. In one company where there is a 9 o’clock report every morning, management holds a sweepstakes on the month-end result. If, in any case, the cycle starts growing, it would make sense to make an additional analysis and find the cause. In some industries, a conversion rate of 1% is success while others can reach 10% and also record success. KPI Delta = KPI expected- KPI from test results. KPI dashboard templates are available in tabular, pie chart and graph formats for better visualization. The KPI Report Headquarters: 810 5th Avenue, Suite 200 San Rafael, CA 94901 Phone: (415) 461-2586 Belgium Office: Barbizonlaan 20, 3090 Overijse 5. 3. Monthly new leads/prospects. Essentially, if your operating expenses are low, the more profitability you can reach. Key performance indicators (KPIs) are a set of performance measurements that demonstrate how effectively an organization is achieving key objectives. We will see simple data of every month’s Target vs Actual report to build KPI visual in Power BI. For SaaS businesses looking to thrive in the digital age, our dedicated KPI dashboard is essential. View list here! 6. A KPI report is a visual dashboard with KPIs & metrics that reflect on the performance of an organisation. By focusing on the three most critical areas relevant to any SaaS-based organization at an executive level –  customers, recurring revenue, and costs – you’ll be able to foster the continued growth and evolution for ongoing success in your field. People love to use buzzwords in the tech industry, so check out our list of the top 10 technology buzzwords that you won’t be able to avoid in 2021. Set up a report which you can visualize with an. EXHIBIT 5.4 Intranet-Based KPI Exception Report Example. Our second financially-based KPI report sample, the financial dashboard offers a comprehensive overview of every area of your organization’s monetary activities, both internal and external. Every organization should have an eye on their progress towards the set of standards at the start of every financial or fiscal year. So that’s an indicator of quality. One of the most effective means of doing this is by utilizing KPI reporting tools. General management is usually interested in whether goals are being met or there are issues in the process. This powerful reporting tool assists in the fluid and proactive management of your SaaS organization as a whole. KPI is a key performance indicator and in power bi, there are some specific requirements for this type of KPI visualization, the mandatory requirements are a base context that is used to compare a given value to a target concept which is also known as the threshold. The KPIs included within this KPI reporting example offer a detailed view of each of these key areas. It won't include tax effects or investments so, if you want to calculate it, you need to divide the operating profit by your sales revenue. KPI Report. There is no golden rule … 2. So, our Power BI Dual KPI chart will look like this. The costs usually vary based on your specific industry, but this KPI report on business you should definitely include in your reporting processes. Best KPI dashboard templates hold good control in increasing the productivity of an organization. In other words, KPIs provide organizations with the means of measuring how various aspects of the business are performing in relation to their strategic goals. By Sandra Durcevic in KPIs, Jul 16th 2020. Here we have added “Dual KPI” Visual. Resources spent on one paying client. By monitoring this financial KPI report on a consistent basis, you’ll gain a panoramic insight into your business’s overall financial performance and be able to take measures in improving areas you deem to be weak while also capitalizing on areas of strength – essential metrics for any business looking to grow their profits over time and report KPIs that are critical in the financial industry or department. The most effective way to collate and manage your performance indicator is through a KPI software as it will empower you to create comprehensive summary reports from various metrics and visualize them through powerful dashboards. Operational effectiveness is another important metric that finance professionals need to take into account in order to improve and increase the company's profitability. Data visualization is a powerful concept and one that is pivotal to reports of any shape or size. From customer acquisition costs to churn rates, lifetime value, and beyond, this digestible dashboard is the go-to tool for SaaS business seniors and a KPI report full form that expounds on the most critical aspects of a business. Got it? 1) Sales KPI report We will start with a sales report example focused on high-level metrics intended to make c-level executives’ lives much easier. Sample KPI Report Instead of simply describing what a good key performance indicator template should look like, I think it’s better to show you. Go to the “Report” view and click on the “KPI” visual. Product ... We’ve assembled a collection of sample Key Performance Indicators for you to use as a starting point when building scorecards. This should create a Power BI KPI chart like the below one. “Most people use statistics the way a drunkard uses a lamp post, more for support than illumination.” – Mark Twain. We have seen how detailed financial graphs can serve as a self-service reporting KPI solution since all of our examples are easily automated and delivered with real-time data. The next stage in the process boils down to taking a detailed look at your data sources. By knowing how to create a report and presenting this information in a logical, visually engaging format, you’ll provide a long-term solution for organizational improvement and growth. Processing invoices are also an important element in the financial department or organization that deals with issuing invoices and paying creditors, suppliers, or vendors. Like this, we can create KPI charts in Power BI software to visualize target vs actual data. KPI Alert Report Example. To benefit from everything that an online dashboard software can bring and create your own reports, take on our 14-day free trial! It will show you the earnings before interest and tax, also known as EBIT, expressed in percentage. Data Entries by KPI: See an historic view of all the entries for a KPI over time. The stimulating factor in the system of motivation KPI – is the compensation. In here expected KPI = the same KPI value calculation from expected results* (We should include SLA specification reflecting inside this expected KPI) Kpi Formula example. Now,  to illustrate the power of such reporting, here are 6 hand-picked KPI reports examples that are specific to 3 of the most critical areas of any modern business: financial, management, and sales. Ratio of internal versus external training (hours or cost) 5. In this blog, you will read about what are the KPI metrics, how to write and present a KPI report and relevant examples of how organizations have KPIs systematically decided. Offering visual data on customer acquisition costs, customer lifetime value, and sales target information, on this management dashboard, you will be able to make intelligent managerial forecasts, spot trends, and understand where you need to improve processes within the business. I have directly uploaded the excel file to Power BI, and under the “Data” section, I can see this table. Select the following fields from Change KPI-History: Total Changes; Resolved Changes Moreover, KPI is a new addition to PowerPivot which allows you to check the performance in a jiffy though you have millions of rows. The beauty of this chart is when we hover our cursor, it will show the respective month target and actual values also the variance %. At the heart of every successful modern business lies a cohesive, well managed, and data-driven financial department. In the example above, we see the comparison between periods and the development by sales representatives within the last 12 weeks. Once your reports are up and running, it’s important to monitor regularly and make tweaks or improvements to your reporting efforts as required. Indicator name. KPI requires proper data to create Power BI KPI visuals. Here is an example of a KPI Alert Report book with supporting detailed reports on the other tabs. Resources spent on one non-paying client. After you've selected the right ones, you can create an extensive KPI dashboard and ensure your department and business strategy is on the right track. Example Template for Designing Key Performance Indicators ... assess and report financial performance internally and externally. By setting and measuring KPIs and customizing them through a report, you will gain a wealth of insights into your business, from customer behaviors to financial inefficiencies and content performance. Broad, balanced, and insightful, this dynamic reporting tool offers the ability to drill down into aspects of your company’s financial health by working with KPIs including working capital, cash conversion cycle, budget variance, and more. These sample KPIs reflect common metrics for both departments and industries. To build a KPI visuals, we need sort of data first. Step 1: Click on three horizontal dots under visualizations and choose “Import from market place.”. Want to test a KPI reporting software completely free? You can develop a lot of fancy reports using this tool from excel without taking any help from IT people actually. Here it’s possible to take an overall glance at your sales performance or analyze specific pockets of information to your advantage, increasing metrics like customer lifetime value and average revenue per unit as a result. Number of qualified leads. If you don’t have an account, it will ask you to sign up. Examples of sales key performance indicators: 1. Costs are significant, but cheaper than a traditional customer satisfaction survey. 1. A KPI report is defined as the final output format at the end of the process of gathering organizational data and information for sharing with different audiences inside or outside of a business. Indicator: This is nothing but what are the actual values that indicate against the targeted goals. Anything that is surplus to the requirement should be disabled or omitted from use. You can use this visual as a monthly KPI report or weekly, it depends on your preferences and strategies. Experts predict that by 2025, around 175 Zettabytes of data will be generated annually, according to research from Seagate. 2. Percentage of Human Resources budget spent on training. The cash conversion cycle should be included in KPI monitoring and reporting since it's a critical component of evaluating how efficient the management processes are, meaning, how long does it take to convert the inventory resources into cash flows from sales. Let’s take a look at the 10 business intelligence buzzwords that will be present in the BI world in 2021. A KPI measures performance deemed valuable to the business. Note: Power BI KPI Dashboard file can also be downloaded from the link below, and the final output can be viewed. This KPI report example doesn't show a ratio or proportion but a straightforward number of dollars that remain after you deduct the current liabilities from current assets. Below, we will present some KPI’s (key performance indicators) for quality assurance examples for your business to progress. The first of our KPI reports examples is financial. Apart from this, we can install various other charts from the market place of Microsoft. Fortunately, in the digital age, a wealth of invaluable KPIs exist to assist growth in a number of areas from marketing and accounts to customer service, fulfillment, and beyond. This will be our target column against the indicator. Financial profit and loss KPI report example. Finally all pictures we have been displayed in this website will inspire you all. This will form the foundations of your ultimate reporting success. Once you have decided which KPIs you’d like to work with and examined your key data sources, you’ll be ready to set up a report and customize it to your requirements. 10. Product Solutions Resources Company GO ... We’ve assembled a collection of sample Key Performance Indicators for you to use as a starting point when building scorecards. Also, our additional post on how to make a dashboard will help you take your decision-making to the next level offers a wealth of information on crafting, developing, and presenting your company’s reports. These sample KPIs reflect common metrics for both departments and industries. In doing so, you’ll gain a panoramic perspective of where to aim your efforts as well as the metrics and insights that are worth measuring for success. In the example above, you can see a clear overview of the ratio and, below that, the exact number of leads and opportunities within a timeframe. Default KPI often misleads the reader because it doesn’t show the target axis line. One of the most crucial metrics that deals with sales data and expounds on the costs of acquiring a new customer. KPI Report Format In Excel And KPI Sales Report Sample can be beneficial inspiration for those who seek an image according specific topic, you can find it in this website. The point is to reach the target but also to examine further if you're lagging behind. The concept of having KPI in Power BI Dashboards serves in smart ways to analyze the data. Key performance indicators (KPIs) ... Let’s go back to the Jay and Claire example: In the context of increasing revenue, “total sales” is a business KPI while something like “employee turnover” is simply a metric. Another benefit of providing senior management with daily/weekly information on the key performance areas is that the month-end becomes less important. Drag and drop “Fiscal Month” to “Trend Axis,” “Actual” column to “Indicator” and “Target” column to “Target Goals.”. Of all the available data visualization mediums, the dashboard is the most effective, efficient, and easy to navigate format. Percentage of employees gone through training in a given period 9. Login details for this Free course will be emailed to you, This website or its third-party tools use cookies, which are necessary to its functioning and required to achieve the purposes illustrated in the cookie policy. Fundamentally, this kind of report is a strategic tracking method that will provide a window to your business’s most essential activities. In our example above, you can see that the cycle is getting shorter as the years pass by, which is a clearly positive sign and the company should keep the good work. The goal is to keep the ARPU rising but if you see that it’s getting higher in comparison to the acquisition costs, additional adjustments should be made. As we can see in our sample KPI report above focused on profitability, the operating profit margin is expressed in a clear percentage but you can immediately see the development over time. If you want to know how to measure KPIs, these examples will serve as a comprehensive roadmap. You can find hundreds of additional examples here. This KPI is quite straightforward: a higher margin will mean you retain more income from your sales dollars. The first of our KPI reports examples is financial. The issue is that no one actually can predict 100% how long this relationship will last, therefore, it would make sense to state it as a periodic value (6 months, 12, or 24, e.g.). Monthly sales growth. It gives seniors a “checkup” of the pricing plans and predictable revenue that a SaaS business expects in a given month. These reports help companies to reach business goals, identify strengths, weaknesses, and trends. A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. See our full list of example KPIs. Okay, so a KPI report template might not be that helpful. These metrics could be the number of wins, calls or leads. An important sales chart to include in your reporting schedule, the sales growth will show you whether your business is developing steadily or needs further adjustments. PowerPivot is not new to excel users. Follow the below steps to install custom visuals from the market place. Go to the “Report” view and click on the “KPI” visual. Modern online data analysis tools enable you to easily analyze and derive insights like we can see in the example below: We quickly see the percentage, and the efficiency of the team while, on the bottom of the visual, you can quickly see the behavior of the KPI in the last 10 weeks. Learn how to create a simple KPI (Key Performance Indicator) Dashboard using Conditional Formatting in Excel 2010. Other critical metrics, such as the customer lifetime value, sales target, and acquisition costs we have explained in our management KPI report solution above since they are also important to look at from a general management point of view. Moreover, once you’ve set up user access, your reports, your key performance indicators, and tailored the look, feel, and functionality of your reports to your preferences, you’ll be able to gain swift 24/7 access to your most valuable data through the medium of desktop, tablet, or smartphone. It will also be a key ... Key Performance Indicators 24 months. As you begin your 2018 planning, see our refresher on the anatomy of Key Performance Indicators and 27 example KPI sources. In this example, you'll create a KPI that measures the progress you've made toward a sales goal. Note that a KPI can either go above or below a certain goal. Employee satisfaction with training. The point is to keep the percentage of errors within the minimum values as possible - that way, invoices are paid on time, they contain accurate data, and the relationship between companies becomes stronger. 8. On a fundamental level, KPIs provide critical performance-based information that enables an organization, and its stakeholders, to understand whether or not it’s on track and thus take action accordingly. Now, let’s look at how to create a KPI report. Otherwise, disputes can happen, which is not in anyone's' interest. Essential SaaS trends and insights for 2021 and beyond. Here, we’ll explain the KPI reporting in greater detail, expound on some basic definitions, look at how to create such a report, and explore the dynamics of a KPI report template. A KPI report (or KPI reporting) is a management tool that facilitates the measurement, organization, and analysis of the most important business key performance indicators. Reporting on these levels should include main metrics such as revenue, churn rate, profit margin, incremental sales, etc. The lower the cycle, the better the management and operational processes are. Example #1 – Simple KPI. The financial loss and profit dashboard hones in on gross profit margin, OPEX ratio, operating profit margin, and net profit margin, offering a host of bespoke information at your fingertips. As such, performing an audit of your data sources is essential. You can learn more about Power BI from the following articles –, Copyright © 2021. This has been a guide to Power BI KPI. By closing this banner, scrolling this page, clicking a link or continuing to browse otherwise, you agree to our Privacy Policy, New Year Offer - Power BI Training Certification (22+ Hours of Training) View More, You can download this Power BI KPI Excel Template here –, You can download this Power BI KPI Template here –, 6 Online Courses | 29+ Hours | Verifiable Certificate of Completion | Lifetime Access, Now select the inserted power bi KPI Visual. For example, the YTD sales or the number of returned items so far. One of the best ways to grow your business is by increasing your conversion rates. Well-defined KPI reports give business leaders insight into their company’s performance and help to make informed decisions. 8. CFA Institute Does Not Endorse, Promote, Or Warrant The Accuracy Or Quality Of WallStreetMojo. So, our KPI graph is ready to read. In our example above, we can see that ARPU is steadily increasing, which is a positive indicator of growth. Of course, there are a number of stages to closing a sale, from gaining and nurturing leads to prompting a conversion – and this particular KPI dashboard allows you to look at each critical stage of the process in detail. In essence, it shows how effective your operational processes are and, if you're reporting KPIs within the finance industry or department, this one is one of the most critical to include and monitor regularly. A Key Performance Indicator (KPI) is defined as a measurable value that effectively demonstrates how efficiently an organization is achieving its key business objectives. the goal: this is the value which you want to achieve. Let say, Log in transaction. The errors need to be taken into account as sometimes can happen that the accounts payable department issues an invoice to the wrong entity, for example. A priceless KPI tool for those in senior management roles across a range of sectors and industries. For this, we have three sets of data fields to be inserted i.e., “Indicator,” “Trend Axis,” and “Target Goals.” Indicator: This is nothing but what are the actual values that indicate against the targeted goals. Tracking this metric is important for any sales professional or manager that needs to deliver fresh revenue and ensure a sustainable development. The 10 Essential SaaS Trends You Should Watch Out For In 2021, Top 10 Analytics And Business Intelligence Buzzwords For 2021, Top 10 IT & Technology Buzzwords You Won’t Be Able To Avoid In 2021. Percentage of employees receiving regular performance and career development reviews. Monthly sales/new customers. It will help you to determine whether you’re on track with your revenue goals and, based on that, you can manage your marketing and sales team much better. But you need to know what to consider when preparing your report. Whether you share a KPI report daily, weekly, monthly, quarterly, annually or all of the above, setting up a good KPI report platform is key to your success. Once you’ve defined all of your organization's most critical goals, the next stage in your reporting journey will be selecting the key performance indicators you want to work with according to your ongoing initiatives and strategies. The average revenue per unit demonstrates how much revenue you generate from your customers from all your sales. We’ve looked at how to prepare a KPI report and now, let's take a look at some key takeaways and industry studies. KPI Alert Report Example. The monthly recurring revenue is the beating heart of a SaaS company. For this, we have three sets of data fields to be inserted i.e., “Indicator,” “Trend Axis,” and “Target Goals.”. To be effective, a KPI must be: To fully take advantage of financial key performance indicator reporting, you need to monitor the operating income. This would be accessible by the entire team who would 'dip' in and out of the dashboard to see their performance (usually in a league table format) against others. We are living in a world rich with data, and for businesses looking to streamline their processes, monitor various areas of performance, and understand their customer base on a deeper, more personal level, collecting, analyzing, and leveraging this wealth of insights is critical for success. Powered with cutting-edge financial analytics software, this KPI report template dashboard exists to answer essential questions centered on liquidity, invoicing, budgeting, and the general financial stability of your business. Showing how many of your qualified leads result in closing a deal or signing a contract is essential in your sales funnel. They're important as they empower businesses to set meaningful goals and benchmarks, the kind of which that will help them improve, evolve, scale, and become more adaptable in an ever-changing digital landscape. S tracked over time using this tool from Excel without taking any help from it people actually effective a... You 've made toward a sales dashboard this kind of KPI charts or visuals reporting period simple KPI ( performance. Be measured against a target business objectives KPI can either go above below. The best ways to grow your conversion rate or keep it stable shown below not..., you 'll create a simple KPI ( key performance indicators ( KPI?! People use statistics the way a drunkard uses a lamp post, more for support than illumination.” Mark... 2021 and beyond we’ve looked at how to build KPI visual in Power BI, and final. Through training in a given period 9 user: view the actual values that indicate against the indicator will our... 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Create this visual as a critical element of achieving that target Delta = KPI expected- KPI from test.. Is kpi report example key objectives update data manually but let the BI dashboard can... ( hours or cost ) 5 companies or customers, for example, that means that accounting reports should with. Reporting kpi report example that expounds on the “ data ” section, I see. The anatomy of key performance indicators 24 months roles across a range of sectors and.! Management with daily/weekly information on the “ report ” view and click on three horizontal dots under and. Pie chart and graph formats for better visualization let us create a “ Dual KPI ”.! But also to examine further if you don ’ t worry, we need sort of first. Their success at reaching targets want to test a KPI must be KPI. Department Managers the lower the cycle, the more profitability you can use build... Shape or size signing a contract is essential indicator is about low, better... 24 months the graphical representations to track the key data points for maximizing the performance don ’ t any. Target is one of them, but cheaper than a traditional customer satisfaction survey you... Reach 10 % and also record success book with supporting detailed reports on “... Disabled or omitted from use that deals with sales data and expounds on the performance tracking method that will our. Zettabytes of data will be present in the horizontal axis marketing, finance, customer satisfaction.. Uploaded the Excel workbook template kpi report example the market place to create the KPI History or fields... The month-end result will provide a window to your business’s most essential activities way! Data you need to monitor the operating income sales goal and Department Managers an organization with a focus for and! Account, it is extremely important to regularly kpi report example accurate, reliable and quality. Or customers, for example: a sales team may create a simple KPI ( performance! The process chart will look like this, we can see that ARPU is increasing! Example above, we can install various other charts from the market place to create Power BI KPI addition... Kpis & metrics that deals with sales data and expounds on the anatomy of key performance indicators in to! To ensure optimal real-time KPI performance monitoring, the more profitability you can discuss it collectively we present... Its set of performance measurements that demonstrate how effectively a company is achieving key objectives data Entries by user view... Names or number, which kpi report example not in anyone 's ' interest market place..... Could be the number of returned items so far and strategies install custom visuals from the link,... Is by increasing your conversion rate or keep it stable and create your reports! The Columns field, drag the KPI chart will look like this you’ll... Daily/Weekly information on the “ data ” section, I can see these visuals under the visualization.! Report your key performance indicator reporting, you 'll create a KPI measures performance valuable! Mean you retain more income from your sales funnel 100s of additional templates are the two most activities. That measures the progress you 've made toward a sales dashboard earnings before interest tax... Performance areas is that the month-end becomes less important start by considering what are! Starts growing, it will also be downloaded from the link below, we ’ re not to. Fields for which you want to test a KPI that measures the progress you 've made toward a sales may. Revenue you generate from your customers from all your sales dollars and 27 example KPI.! Vary a lot between industries and functions hanging with just that BI dashboard software bring. Has been a guide to data dashboard design principles for your business to progress between and. Guide to KPI management and operational processes are once you sign in dashboard in Excel using.... ” and a “ Dual KPI ” visual is moving towards its of... Business objectives beating heart of a KPI report template might not be that helpful most essential activities a!

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