EKOS Appendix: KPI Sensors & Automation

This appendix documents how each KPI connects to source systems and the automation available through the NeIO ecosystem.

Integration Overview

Total KPIs

Data Sources

Semantic Mappings

Data Source Integration Map

CRM (Salesforce/HubSpot)

Automated via API sync every 15 minutes

NeIO CRM Connector

COMP_BOOKINGSCOMP_PIPELINE_COVERAGESALES_PIPELINE_CREATEDSALES_WIN_RATE_PCTSALES_SALES_CYCLE_DAYSSALES_AVG_DISCOUNT_PCTSALES_MULTI_THREADINGMKT_SQL_COUNTMKT_SOURCED_PIPELINE_USDPARTNER_SOURCED_PIPELINEPARTNER_COSELL_ACTIVATIONS

Finance (ERP/QuickBooks)

Daily batch sync with reconciliation

NeIO Finance Connector

COMP_REVENUE_RECOGNIZEDCOMP_GROSS_MARGIN_PCTCOMP_CONTRIBUTION_MARGIN_PCTCOMP_CASH_RUNWAY_MONTHSFIN_DSO_DAYSFIN_AR_OVER60_PCTFIN_BILLING_CYCLE_DAYSFIN_WRITE_OFF_PCTFIN_OPEX_VS_BUDGET

HRIS (BambooHR/Workday)

Weekly sync with change detection

NeIO HR Connector

COMP_ATTRITION_ANNUAL_PCTPEOPLE_ENGAGEMENT_SCOREPEOPLE_BENCH_PCTPEOPLE_TRAINING_HOURSTA_TIME_TO_FILL_DAYSTA_OFFER_ACCEPT_PCT

PSA/Project Tools (Jira/Monday)

Real-time webhooks + daily reconciliation

NeIO Project Connector

COMP_BILLABLE_UTIL_PCTCOMP_ON_TIME_DELIVERY_PCTDEL_PROJECT_MARGIN_PCTDEL_REALIZATION_PCTDEL_ESTIMATE_ACCURACYDEL_REWORK_PCTPMO_MILESTONE_ON_TIMEPMO_RAID_CLOSURE_PCT

Support (Zendesk/Freshdesk)

Real-time ticket events via webhooks

NeIO Support Connector

SUP_FIRST_RESPONSE_MINSUP_SLA_ATTAINMENT_PCTCS_CSAT_AVG

Marketing Automation (HubSpot/Marketo)

Daily campaign and analytics sync

NeIO Marketing Connector

MKT_COST_PER_SQL_USDMKT_ABM_COVERAGE_PCTMKT_WEBSITE_CONV_PCT

Survey Tools (Qualtrics/SurveyMonkey)

Quarterly NPS, continuous CSAT

Manual upload or Survey connector

CS_NPSCS_CSAT_AVGPEOPLE_ENGAGEMENT_SCORE

Security/GRC (Vanta/Drata)

Weekly compliance scan sync

NeIO Security Connector

SEC_AUDIT_FINDINGS_OPENSEC_PATCH_COMPLIANCE_PCT

IT Monitoring (Datadog/PagerDuty)

Real-time metrics aggregation

NeIO Monitoring Connector

IT_SYSTEM_UPTIME_PCT

Semantic Field Mappings

Raw data fields are mapped to semantic fields for formula evaluation:

Source	Raw Table	Raw Field	Semantic Field	Type

Automation Levels

Automated

Real-time or scheduled sync

CRM, PSA, Support, Finance systems with API connectors. Data flows automatically with minimal manual intervention.

Semi-Auto

Batch upload with validation

Survey results, partner certifications, external benchmarks. Requires periodic upload but with automated processing.

Manual

Human-entered data

Qualitative assessments, strategic targets, one-off metrics. Entered via Admin Portal with audit trail.