Set up a KPI Dashboard

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.

Contents:

Create KPI Dashboards

1. On the project toolbar, click KPIs.
2. Click Add dashboard.
   
3. Drag and drop the KPI item to the dashboard area.
4. In the right side pane, select the measure to display.
   Measures represent the data you analyze.
   
5. To filter by different attributes, select any option in the Filter by section.
   The availability of the options depends on the data sets in your project.
   
6. To 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.

7. To open a pixel-perfect dashboard when user clicks the KPI, select a dashboard in the Drill into dashboard section on the right.

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

8. Add alerts to individual KPIs.
   For details, see Add an Alert to a KPI.

9. Drag and drop insights to the dashboards.
   You can add insights crated by you or shared with you.

   For details, 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.

10. To set up a date filter, click Date range drop-down in the top bar and select the filter interval.
    This date filter applies to all KPIs and insights on the dashboard.

11. To add an attribute filter, drag and drop Attribute filter to the filter bar at the top.
    This attribute filter applies to all KPIs and insights on the dashboard.
    

12. To name the dashboard, click Untitled at the top and type the name.
    To change the dashboard name later, see Rename a KPI Dashboard.

13. Click Save & Publish.

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

Edit KPI Dashboards

For details, see these topics:

• Keep Your KPI Dashboard Up-to-date
• Rename a KPI Dashboard
• Keep Your KPI Alerts Relevant

Delete KPI dashboards

For details, see Delete a KPI Dashboard.

Embed KPI dashboards

For details, see Embed a KPI Dashboard.

KPI Dashboard Examples

Example 1

Create a KPI to display the number of opportunities created this month (September 2017), and compare it to the number of opportunities created last month (August 2017):

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, 2017 - September 30, 2017), and compare it to the number of opportunities closed in the same quarter previous year (July 1, 2016 - September 30, 2016).

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.