KPI Card

KPI Cards

1.1 Use Cases

KPI cards directly display the numerical values of selected metrics, such as Opportunity amount, order count, employee headcount, etc.

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1.2 Chart Configuration

1.2.1 Axis Data

• Dimensions: 0 dimensions
• Metrics: 1–30 metrics

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1.2.2 Styling (Web)

1.2.2.1 Basic Information

• Chart Name: Defaults to the analysis Subject name upon creation. Can be customized during chart configuration.

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• Notes:
  • Note Content: Add contextual notes to help viewers better understand the chart.
  • Note Display Styles:
    • Collapsed: Appears as an icon next to the chart title in both detail and card views. Hover to reveal the note.
    • Expanded: Displays the note text directly next to the title.
    • Hidden: Notes are not shown in either view.

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Adding note content

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Collapsed note display

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Expanded note display

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Hidden note display

• Metric Name: Displays the metric name by default. Customizable.

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1.2.2.2 Visual Display

• Display Format: Defaults to Layout 1. Switchable to other layouts.

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• Layout 1: Default. Groups two metrics side by side.

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• Layout 2: Groups two metrics vertically.

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• Layout 3: Groups three metrics—two above, one below.

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• Layout 4: Groups three metrics—one above, two below.

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• Layout 5: Groups four metrics—two above, two below.

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• Layout 6: Displays metrics without grouping.

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• Advanced Layout: Supports custom icons per metric.

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• Custom Layout:
  • Layout Types: Tile, 1+1, 1+2, 1+4, 1+6, 1+8. Tile layout mirrors the Advanced Layout but offers richer customization.
  • Style Options:
    • Cards per row: Customizable (excludes Tile).
    • Card spacing: Adjustable.
    • Font size: Customizable for metric values and names.
    • Metric position: Values can be left/right/top/bottom (excludes Tile).
    • Columns: Set sub-metric columns per row (excludes Tile).
    • Column spacing: Adjustable (excludes Tile).
    • Dividers: Customize weight, type, and color (excludes Tile).
    • Alignment: Left/center/right.
    • Icons: Customize size, type, color, and borders.
    • Color schemes: Multiple presets.
    • Borders: Add and customize card borders.
    • Corner radius: Adjustable.

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Tile layout

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1+1 layout

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1+2 layout

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1+4 layout

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1+6 layout

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1+8 layout

1.2.3 Styling (Mobile)

1.2.3.1 Inherit Web Layout

• Mirrors the Web layout. Not configurable separately.

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1.2.3.2 Independent Layout

• Defaults to the Web configuration but can be optimized for mobile.
  • Fewer options than Web. Non-configurable items inherit Web settings.

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