KPI Meter portlet
KPI portlet displays a visual representation of KPI data, a semi-circular meter providing comparison, date range, and threshold values at a glance. We can add up to three KPI Meter portlets to a dashboard. Each meter visually represents data for one KPI that is displayed in the dashboard’s Key Performance Indicators portlet. We can also see the currency symbol of the data for values represented by currencies.
Choices of KPIs for a meter are limited to the KPIs displayed in the dashboard’s Key Performance Indicators portlet, plus the following: Actual vs. Forecast, Actual vs. Quota, Forecast vs. Quota, and Forecast vs. Quota (Alt. Sales).
Each KPI meter can show KPI data for one date range, a comparison of KPI data for two different date ranges, or a flagged threshold value. By default, the meter shows comparisons or thresholds if they are set up for the KPI in the Key Performance Indicators portlet. Whenever you change these options in either the KPI meter or the Key Performance Indicators portlet, they are also changed in the other portlet so that the two portlets remain in sync. We can, however, set up different options for the KPI meter, for instance not showing a comparison in the KPI meter portlet but showing one in the Key Performance Indicators portlet.
To set up a Sales KPI Meter portlet:
- To add a KPI Meter portlet to a page, click Personalize Dashboard. In the Add Content Panel, click the KPI Meter icon or drag it onto the dashboard.
- Add KPIs to Key Performance Indicators Portlet: Forecast (Alt. Sales), Quota (Alt. Sales).
- To add these KPIs, In the Key Performance Indicators portlet, click Set Up in the portlet menu, click the Add Standard KPIs button, select each KPI from the box, click Done, and click Save.
3. Option ‘Sales‘ will be available in the dropdown list of KPI Meter. Select the same and click Save
