Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users.

The Dashboards tab is renamed as Analytics for selected accounts.

Based on your industry requirement, you can choose from five different types of KPI styles:

• Standard
  
• Growth Index
  
• Basic
  
• Scorecard
  
• Rankings - Data can be ranked by day, calendar week, fiscal week, month, fiscal quarter, and year. 
  

Create a KPI

To create a KPI

1. Click the Dashboards tab.
   
2. In the Dashboard Bulider page, select the dashboard to which the KPI has to be added.
   
3. Click Add Component.
   
4. In the Add Component page, select KPI.
   
5. In the Choose KPI Style page, select a KPI style.
   
6. In the next page, do the following:
   
   
   • Enter the component name.
     
   • Select a KPI metric and Related module from the drop-down list.
     
   • You can choose a KPI metric other than Count of [Module] and decide whether to display the record count along with that metric by checking the Display Record Count checkbox. The record count will be displayed for both the current duration and the comparison measure if the checkbox is enabled.
     
   • Click Criteria Filter to further specify the criteria for filtering records.
     You can configure up to 10 criteria.
     
   • Select Duration from the drop down list.
     You can choose the duration from week, year, month, quarter, last date, custom date, fiscal week, 
   • In the Comparison Indicator choose the Comparison Metrics and Objective from the drop-down list.
     
   • If you want large numbers to be displayed in a shortened format, enable Display as shortened numbers. Set the format and select the decimal places.
   • If you want to group them by certain ranking method, select the appropriate options in the Ranking drop-down list.
     Note that this option is available only for Scorecard and Rankings KPI style.
7. Click Save.
   
8. Click Add & Reorder to add and rearrange the KPI in a dashboard.