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KPIs

Key Performance Indicators (KPIs) are high-level metrics used to track progress toward strategic goals. KPI visualizations summarize critical data—such as sales, profit, or customer satisfaction—in a clear and actionable format, making it easy to assess performance at a glance.

Well-designed KPI views help teams stay focused, identify variances early, and take informed action based on real-time information.

Example use cases​

example
  • Sales target monitoring: Track monthly sales against goals and visualize progress toward targets.
  • Customer retention tracking: Display churn rates and monitor trends over time.
  • Profitability analysis: Show operating margin, net profit, or other key metrics on executive dashboards.

Create a KPI​

  1. Select Data Models and Views from the navigation panel.
  2. Right-click the data model you want to use and select New View from the context menu.
  3. In the Select a View dialog, select Key Performance Indicator from the Misc category.
  4. Enter a Name for the view. To assign names in other languages, select the translation icon next to the text box.
  5. Select the fields you want to include for each section.
  6. (Optional) Toggle Sample Mode to preview the data using a sample dataset.
  7. Click Confirm. The new view opens with your initial settings.
  8. Customize the view by using the view organizer, content area, and Toolbar.
  9. In the Toolbar panel, select Save or Save As to save your changes.

KPI settings​

SettingDescription
NameEnter a descriptive name for the worksheet. Select the translation icon to add labels for different languages—ideal for multilingual environments.
Sample ModeEnable to open the worksheet in sample mode.
Define the Levels to be Used in Drill DownSelect which fields support drill-down functionality in the KPI.
Pick MeasuresSelect the metrics or calculations to display as KPIs. These values will be emphasized in the view for fast monitoring.