Add Dashboard Widget - KPI Card

  1. Drag the KPI Card widget in the left panel to the Dashboard Canvas.



  2. Select the KPI Card widget and click the Properties icon on the far right. The Widget Name can be changed later after selecting the data fields. See next steps.



  3. Click the Assign Data tab and select the API Data Source that was manually added to the Dashboard. Example: Sage Construction ManagementAPI_Overview



  4. Drag one of the fields listed in the Measures section to the KPI Card's Actual Value field. This must be done first before adding the Target field (next step). Example: PrimeInvoice_Approved_Total



  5. Drag one of the fields listed in the Measures section to the KPI Card's Target Value field. Example: RevenueBudget_Revised_Total. See image above.
  6. Optional: Change the math function as needed. Note: Sum is the most common math function used in dashboards.



  7. Click the Properties tab to rename the widget and adjust the label, value types, font size and other attributes.







  8. Adjust the Width and Height of the KPI Card as needed. However, remember the dashboard canvas (48 W x 24 H) will adjust dynamically based on the user's screen so this may need to be adjusted again after previewing.




See Also