KPI Widgets | Zoho Analytics On-Premise

KPI Widgets


Zoho Analytics offers a widget-based model for adding single numbered widgets and chart type widgets within dashboards. These are called KPI Widgets. Zoho Analytics offers 2 types of KPI widgets:

Adding Single Number Widgets

Single number widgets are used to display a single numeric value in a formatted text. They are useful to highlight key metrics in a dashboard. The key metric can also be accompanied by comparison indicators to highlight the trend. Zoho Analytics currently offers 6 types of single number widgets with or without comparison indicators.

 

Adding a Numeric Widget

The below presentation shows how to create single numeric Widgets.

Chart type Widgets

The chart type widgets of Zoho Analytics enables you to highlight your data metric using chart visuals. These are different from the actual charts and are focused on displaying a single value. Currently, Zoho Analytics supports three types of Chart Widgets.

  1. Bullet Chart
  2. Dial Chart
  3. Full Dial Chart

    

Bullet Chart

A Bullet chart is best suited to highlight a metric and compare it with a target value. You can also specify qualitative ranges of performance, such as poor, satisfactory, and good. The qualitative ranges are displayed as varying intensities of a single hue. 

A Bullet widget in Zoho Analytics looks as shown below. The red arrows in the image highlight the various components of the bullet chart.

Dial Charts

A Dial chart is used to indicate the current value of a metric in a given range. Although similar to a bullet chart, it displays the values in the form of a semi-dial. You can also specify qualitative ranges of performance using dial charts.

The following types of dial charts are available in Zoho Analytics:

Simple: This is a basic dial chart which consists of chart range, target, key metric plot, and its value.

Speedometer: The speedometer is a dial chart with an indicator that marks the position of the key metric value in a given range. By default, the qualitative ranges in the speedometer don't follow the same hues. The red, yellow, and green colors prove beneficial in indicating your performance range.

Conditional: In conditional dial charts, the color of the key metric plot is based on the specified conditions. This helps in categorizing key metric values into different qualitative buckets.

Zoho Analytics allows you to specify a default color for the key metric plot, and different colors when a condition is met. For instance, to measure the progress of sales over a month, you can assign various colors for instances when the sales reaches 25% and 50% of the overall sales. The default color will be applied when the sales value is above 50%.

You can choose the required dial chart from the Settings tab in the KPI editor. Refer to the adding chart type widgets section to learn more.

Full Dial Chart

Full Dial Chart is a gauge chart with full ring. This is similar to Dial Chart. The Maximum Range value will be set as the value of the full ring.

Shown below is a sample Full Dial Chart. The red arrows in the image highlight the various components of the full dial chart.

Adding Chart Type Widgets

The below presentation shows how to create Chart Type Widgets.


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Important KPI Metrics for Subscription Analytics

                                                                                                                Zoho Analytics enables you as a business owner to proactively manage and drive your subscription business with deep analytical insights. With Zoho Analytics, you can slice and dice your subscription data, derive & analyze key SaaS subscription ...
                                                                                                              • Dashboards

                                                                                                                A Dashboard is an effective way of organizing reports into a single page to have a quick insight into the Key Metrics at a glance. Zoho Analytics provides a simple & intuitive drag and drop interface for creating dashboards in minutes. Please note ...
                                                                                                              • Exporting a Dashboard

                                                                                                                Zoho Analytics offers exporting and emailing capabilities, which enable you to view the dashboard when you have to work offline and email them. You can export a dashboard as a HTML zip file or  as a PDF.  1. What are the formats I can export my ...
                                                                                                              • Creating a Dashboard

                                                                                                                Dashboard allows you to combine multiple reports in a single page for a quick overview. Zoho Analytics provides a flexible m x n layout that allows you to organize the dashboard in any way as required. With this, you can easily create a visually rich ...
                                                                                                              • Overview

                                                                                                                Zoho Analytics On-Premise is an installable reporting and business intelligence service that helps you to easily analyze your business data and create insightful reports & dashboards for informed decision-making. It also enables you to easily create ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources