Dashboards
KPI widget
The KPI widget shows a single number from a view, such as open jobs or revenue this month, with an optional prefix, suffix and filter.
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A KPI widget shows one number from a view. Use it for the figures your team checks every day: open jobs, revenue this month, average rating, overdue invoices.
Create a KPI#
- On the dashboard, choose Add Widget.
- Enter a title, for example
Open jobs. - Under Widget Type, choose KPI.
- Under Data Source, select the view to read from.
- Choose a Measure Field and an Aggregation.
- Optionally add a Prefix or Suffix, and Filters.
- Check the Live Preview and choose Create.
Measure and aggregation#
The number is one calculation over the rows of the view:
- Choose All rows (count) as the Measure Field to count records.
- Or choose a number field, then pick an Aggregation: Sum, Average, Minimum, Maximum or Count.
Prefix and suffix#
Add a short Prefix or Suffix to give the number context, such as a currency symbol or a unit. Each can be up to ten characters, for example € before the number or % after it.
Filters#
Under Filters, add conditions that define the number, then choose Apply filters. For an "Open jobs" KPI, you might add "Status is not Done".
The filter is part of the metric's definition. It is not an access control.
Examples#
| Question | Measure Field | Aggregation | Filter | Prefix or suffix |
|---|---|---|---|---|
| Open jobs | All rows (count) | Count | Status is not Done | |
| Paid revenue | Amount | Sum | Status is Paid | € |
| Average rating | Rating | Average | Suffix: stars |
Related#
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