Set up a KPI Dashboard

Contents:

On KPI dashboards, you can:

• Create Key Performance Indicators (KPIs) and configure them.
  KPIs are metrics available in your workspace.
• Add insights from Analytical Designer (see Create Insights).
  To add insights, you must have Analytical Designer enabled. If you do not have Analytical Designer, contact GoodData Support.
• Set up date and attribute filters for the whole dashboard and all its viewers.
  See also How the Dashboard Data Filter and Insight Date Filters Interact.

Create KPI Dashboards

1. On the workspace toolbar, click KPIs.
2. Click Add dashboard.
3. To add KPIs, drag and drop the Key Performance Indicator item to the dashboard area.
   
4. Select a measure to display.
   
5. Click the KPI to:
   1. Filter by different attributes - select any option in the Filter by section.
      The availability of the options depends on the data available in your workspace.
   2. Compare data with the previous period or the same period in previous year - select the option in the Comparison drop down.
      You can also select whether the resulting percentage is displayed in red or green.

   3. Open a pixel-perfect dashboard when user clicks the KPI - select a dashboard in the Drill into dashboard .

      To hide this option in the embedded mode, contact the GoodData Support.

   

6. To add insights, drag and drop insights from the list on the left.
   You can add insights crated by you or shared with you.

   For details about insights, see Create Insights.

   You can add as many insights as you want. We recommend that you keep the number of KPIs and insights below 16 to avoid delays in report computation.

7. To add title and/or description for a section on the dashboard, click Add Title here and Add Description here at the top of a section.
   The maximum length of the title is 50 characters; the maximum length of the description is 300 characters.
   

   To hide the title or the description, leave it empty when editing the dashboard.

8. To add a name for the dashboard, click Untitled at the top and type the name.
   To change the dashboard name later, see Rename a KPI Dashboard.
9. Click Save & Publish .

The KPI dashboard is saved and appears in the dashboard list. The dashboard is visible to all project users.

Filter dashboards by date and attributes

You can filter KPI Dashboards by date or any attribute available in your workspace. These filters apply to all KPIs and insights on the dashboard.

For details about date filters, see Date Filters in KPI Dashboards.

To filter by attributes, drag and drop Attribute filter to the filter bar at the top.

Add alerts to KPIs

For details, see Add an Alert to a KPI.

Edit KPI Dashboards

For details, see these topics:

• Rename a KPI Dashboard
• Edit KPI Dashboards
• Export KPI Dashboards
• Date Filters in KPI Dashboards

Delete KPI dashboards

For details, see Delete a KPI Dashboard.

Embed KPI dashboards

For details, see Embed a KPI Dashboard.

KPI Examples

Example 1

Create a KPI to display the number of opportunities created this month (September 2019 in this example), and compare it to the number of opportunities created last month (August 2019):

1. Drag and drop a KPI to the dashboard.
2. For the KPI, select the # of Opportunities measure.
3. Filter by the Opportunities Created date.
4. Select Compare with → Previous period.
5. Set the date filter to This month.

Example 2

Create a KPI to display the number of opportunities closed last quarter (July 1, 2019 - September 30, 2019), and compare it to the number of opportunities closed in the same quarter previous year (July 1, 2018 - September 30, 2018).

1. Drag and drop a KPI to the dashboard.
2. For the KPI, select # of Opportunities.
3. Filter by the Opportunities Closed date.
4. Select Compare with → Previous year.
5. Set the date filter to Last quarter.

How the Dashboard Data Filter and Insight Date Filters Interact

When you add insights to the KPI dashboards, they are filtered by the dashboard date filter. The insight may include their own date filters as well (see Create Insights).

To disable the insight filter, unselect the Filter by date option in the right side pane.