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KPI Cards

A KPI card shows a single headline number, such as total revenue, open deals, or tasks completed. It can also compare that number against an earlier period and show how much it changed.

Every KPI card reads its number from a table you choose. For choosing the source table and using dynamic filters to automate reports, see the Report Automation guide.

Add a KPI card​

  1. Type / in the editor and choose KPI Card. It appears with sample data.
  2. Click the card. The Properties panel shows two tabs: Configuration and Design & Data.

Choose the number​

On the Configuration tab:

  1. Under Source, pick the Base, the Table, and optionally a View.
  2. Under Aggregation, choose a function and field, such as Sum of Amount. This is the headline number. Functions available are Count, Sum, Average, Min, Max, Unique, Median, and Std deviation.
  3. Under Filters, optionally narrow down the records the number is calculated from.

Compare against another period​

A KPI card can show the change versus an earlier period, for example this month against last month.

  1. Set the main Filter to the current period, such as Date in this month.
  2. Under P-o-P Comparison Filter, click Specify filter and set the earlier period, such as Date in last month. P-o-P stands for period over period.
  3. On the Design & Data tab, under Visibility, turn on Show percent change and Show previous value. Set the Prefix and Suffix shown around the previous value, such as vs and last month.

The card then shows the current value, the percentage change, and the previous value.

Title and preview​

On the Design & Data tab, set the Card Title and Description. The editor fills the card with sample data from the Data section. Turn on preview to see it calculated from your real records.

tip

To generate the same KPI for many records, such as one card per project or per month, drive the filters from a report record with dynamic filters. See the Report Automation guide.