KPI

KPI

The KPI (Key Performance Indicator) element provides a visual snapshot of a key metric in your report. It helps stakeholders quickly assess performance through a value, optional comparisons, and visual styling.

How to add and configure a KPI element?

  1. Navigate to the Reports section.
  2. From the elements panel on the left, drag and drop the KPI element onto the report board.
  3. In the right-hand customization panel, enter a meaningful title for your KPI. This will appear above the KPI value on the report.
  4. Choose the table from which the KPI data should be pulled.

  5. Apply conditions (optional)

    1. You can refine the data that feeds into the KPI:

      1. Filters: Narrow down data using conditions (e.g., Date = Today).

      2. Copy Conditions from a View: Use an existing saved view to apply filter conditions quickly.

  6. Configure the KPI

    1. You can refine the data that feeds into the KPI:

      1. Filters: Narrow down data using conditions (e.g., Date = Today).

      2. Copy Conditions from a View: Use an existing saved view to apply filter conditions quickly.

    2. Set up the metric you want to display:

      1. Choose Field: Pick the field that contains the data to be measured (e.g., Sales, Count, Revenue).

      2. Aggregate: Choose an aggregation method like Sum, Average, or Count.

  7. Add comparison (optional)

    1. Show change over time or across groups:

      1. Group By: Choose a date field from your table to define how data should be grouped. (e.g., Purchase Date)

      2. Interval: Choose the time interval for comparison (e.g., Quarter, Month, Week, or Day).

    2. Enable the following toggles as needed:

      1. Show Month in Label: Display the relevant interval in the KPI label.

      2. Show Previous Value: Display the previous period’s value.

      3. Show % Difference: Display the percentage change between current and previous values.

  8. Customize appearance

    1. Personalize the visual presentation of the KPI:

      1. Color: Choose a color to highlight the KPI section.

      2. ​Alignment: Set the alignment of the KPI content (Left, Center, or Right).