Steering an organization in today’s competitive and regulated environment is often like sailing the high seas. To reach a safe harbor, a captain doesn’t rely solely on instinct; he relies on reliable measuring instruments that give him a clear direction. For the manager of a training organization, these instruments are the dashboards and the key performance indicators (KPIs). Yet many organizations are still navigating “by sight,” relying on intuitions or fragmented and complex data to compile. The good news is that thedigitalisation, beyond optimizing processes, generates a constant flow ofdatareliable, paving the way for adata-driven managementprecise and proactive. This article guides you in choosing theKPIsthe most relevant and shows you how to exploit thedata from digitalizationto builddashboardsreally useful to your strategy.
Why manage your organization with data?
Adopt an approach ofdata-driven managementprofoundly transforms the way you manage your business. This allows you to move from reactive management, which undergoes events, to proactive management, which anticipates them. By basing yourself on facts rather than assumptions, you can takeobjective and informed decisionsto guide your strategic choices, whether it’s launching a new training offer, adjusting your prices or investing in new technologies.
The analysis of yourkey performance indicatorsallows you to quickly identify growth opportunities, but also friction points and areas requiring improvement. It is an essential tool for optimizing the allocation of your resources, whether budgetary or human. Finally,dashboardsClear and quantified are a major asset for demonstrating the performance and value of your actions to your stakeholders, whether it be a board of directors, investors, financiers, or even an auditor as part of your certification Qualiopi.
The main families of key indicators (KPIs) for your organization
To see things clearly, it is useful to group together thekey performance indicatorsinto four main families which cover your entire activity:
- Financial KPIs: the health of your business
- Turnover (overall, by training, by client)
- Gross margin by training
- Full cost per learner
- Average invoice payment time
- Sales and Marketing KPIs: your ability to attract and convert
- Number of new leads generated per period
- Customer Acquisition Cost (CAC)
- Conversion rate (from prospect to registrant)
- Origin of registrations (by marketing channel)
- Operational and Administrative KPIs: your daily efficiency
- Training session occupancy rate
- Average processing time for a registration file
- Attendance rateaverage learners
- Number of administrative files managed per person
- Quality and Educational KPIs: the satisfaction and success of your learners
- Completion ratetraining courses
- Exam and certification success rates
- Score of satisfaction (NPS – Net Promoter Score, ou CSAT – Customer Satisfaction Score)
- Dropout rate during training
Integration features: the key to smooth and automated management
A dashboard is only valuable if it’s automatically populated with reliable, up-to-date data. However, in many organizations, information remains siloed: a CRM on one side, an LMS on the other, and an administrative tool like Edusign in parallel. As a result, teams spend considerable time exporting, cross-referencing, and reprocessing data… to the detriment of analysis and action.
This is where theintegration featurestake on their full meaning. By connecting your tools via APIs, native connectors or platforms like Zapier/Make, you create ainteroperable ecosystemwhere each data entered once automatically propagates throughout the entire system.
👉 Concrete examples of KPIs made possible by integrations :
- When a learner is registered in the CRM, their profile is automatically created in the LMS and in Edusign: you effortlessly follow theconversion ratefrom lead to actual participant.
- Edusign’s digital attendance sheets feed directly into your LMS reports: you get aconsolidated attendance ratewithout re-entry.
- At the end of a training course, the LMS sends the evaluation results, cross-referenced with the satisfaction questionnaires collected by Edusign, to calculate in real time aoverall quality score.
- Invoices generated automatically following an electronic signature are uploaded to your accounting software: you track yourturnover per sessionwithout manual extraction.
Thanks to these integrations, your KPIs become:
✅ more reliable (less human errors),
✅ faster (zero re-entry),
✅ richer (cross-referencing of educational, commercial and financial data).
In short, integration transforms your digital tools into a realcentral nervous system, where data flows freely to feed your dashboards and give you a clear, real-time view of your performance.
Digitalization data: the raw material for your KPIs
The beauty of thedigitalisationis that you are already collecting, often without even thinking about it, the raw material for all these indicators. The key is knowing where to find it. Your sales KPIs come largely from yourCRM, which centralizes information on your prospects and their conversion path. For educational KPIs, yourLMS platformis a gold mine, tracking learners’ progress, their assessment scores and theircompletion rate.
Your administrative management tools, as Edusign, are the most reliable source for your operational KPIs. Thedigital attendance datafeed your KPI in real time and effortlessly attendance rate. Monitoring the status of electronic signature of your documents (agreements, contracts) allows you to measure the efficiency and speed of your administrative processes. Your survey and evaluation tools, meanwhile, directly generate your satisfaction indicators, while your invoicing software provides the financial data. The real power emerges when you manage tocross-reference this data, for example by analyzing the success rate (LMS) of learners coming from a specific marketing campaign (CRM).
Conclusion: manage your organization with precision thanks to digitalization
The data-driven managementis no longer a luxury reserved for large companies. Thanks to the digitalisation, this approach has become accessible to all establishments, regardless of their size. Success does not lie in the quantity ofdatathat you can collect, but in your ability to choose the right ones KPIs, to visualize them in an intelligible way, and above all, to transform them into concrete and relevant actions. Your digital tool sEveryday data are veritable gold mines. Learning how to harness them is the key to managing your business with the agility and foresight needed to thrive in tomorrow’s training landscape. Solutions like Edusign don’t just optimize your processes; they generatereliable dataand structured, like theattendance rate, which are the cornerstone ofsteering dashboardsefficient.
