Use KPIs

Prerequisites

  • Your organization has a subscription to Calabrio Insights.
  • You have the Author permission.

Page location

Insights > Analyses > Click an analysis

Use a key performance indicator (KPI) to visualize a comparison between a key value and its target value.

A KPI displays a value comparison, the two values being compared, and a visual that provides context to the data that's displayed. You can choose from a set of predesigned layouts to suit your business needs. The following image shows an example of a KPI visual that uses a sparkline.

Procedure

Create a KPI

  1. Click Visualize (the bar chart icon in the tool bar). The Visuals panel opens.
  2. Click Add.
  3. Click the Key Performance Indicator (KPI) icon.

  4. Drag a measure from the Data panel into the Value field well.
  5. Drag a different measure into the Target Value field well.
  6. (Optional) To format the KPI chart, click Format visual (the bar chart icon in the upper-right corner of the visual) and then use the settings in the Properties panel to customize the chart. For more information on KPI formatting options, see KPI options.

Change the layout of a KPI

  1. Hover over the visual and click KPI layouts. The KPI Layouts panel opens.
  2. Click the KPI layout that you want to use.

The following image shows the KPI Layouts menu.

KPI features

The following table lists the actions you can do with KPIs.

Feature Supported? Comments For more information
Change the title display Yes   Titles and subtitles on visual types in Insights
Remove the title Yes You can choose not to display a title.  
Change comparison method Yes By default, Insights automatically chooses a method. The settings are auto, difference, percent, and difference as percent.  
Change the primary value displayed Yes You can choose comparison (default) or actual.  
Display or remove the progress bar Yes You can format the visual to either display (default) or not display a progress bar.  

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