Published at: 2025-10-30

KPI Card


KPI Cards

1.1 Use Cases

KPI cards directly display 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 Info
  • Chart Name: Defaults to the analysis Subject name during 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 below the chart 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
  • Layout: Defaults to Layout 1. Switchable to other layouts.
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  • Layout 1: Two metrics grouped side-by-side.
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  • Layout 2: Two metrics stacked vertically.
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  • Layout 3: Three metrics grouped with two above and one below.
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  • Layout 4: Three metrics grouped with one above and two below.
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  • Layout 5: Four metrics grouped in a 2x2 grid.
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  • Layout 6: Ungrouped display.
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  • Advanced Layout: Supports custom icons per metric.
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  • Custom Layout:
    • Layout Types: Tile, 1-to-1, 1-to-2, 1-to-4, 1-to-6, 1-to-8. Tile layout mirrors the Advanced Layout but offers richer customization.
    • Styling Options:
      • Cards per row (Tile excluded)
      • Card spacing
      • Font size for metrics and labels
      • Primary/secondary metric positioning (left/right/top/bottom; Tile excluded)
      • Column count and spacing (Tile excluded)
      • Divider line style (weight, type, color; Tile excluded)
      • Alignment (left/center/right)
      • Icon customization (size, type, color, border)
      • Preset color schemes
      • Card borders (color, weight)
      • Corner radius
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Tile layout
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1-to-1
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1-to-2
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1-to-4
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1-to-6
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1-to-8

1.2.3 Styling (Mobile)

1.2.3.1 Inherit Web Layout
  • Mirrors the Web layout settings. Not configurable separately.
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1.2.3.2 Independent Layout
  • Defaults to Web settings but allows mobile-specific adjustments.
    • Fewer options than Web. Non-configurable items inherit Web settings.
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