Add, remove and edit KPI cards on a dashboard
Click the KPI strip on the canvas in the dashboard editor to open Edit KPIs, where you edit, add and remove the cards. You choose the metric, format and labels; the number is always computed from your data. Anyone with edit access to the board can change them, and Save changes or Cancel applies or drops your edits.
| Panel note |
|---|
| "The number is always computed from your data — you choose the metric, format and labels." |
Change the look of the KPI strip
Look sets the card style: Cards, Accent, Tinted or Strip. It applies to the KPI strip on every page, and saves as soon as you pick it, without waiting for Save changes.
Let readers see the rows behind a KPI card
Under Readers can, the See the rows toggle lets a reader click a card to see the records behind it. It applies to the whole strip, only signed-in viewers get it, and it appears only where the board can serve rows. See What readers can do with a chart.
Edit the cards in the strip
The Cards list shows every card; a star marks the highlighted card. Click a card to edit it, Add KPI to add one, or a card's bin (for example "Remove West revenue") to delete it. The foot of the panel reads, for example, "4 of 8 cards".
| Field | What it does |
|---|---|
| Metric | The measure the card shows. The value is always aggregated from the data. |
| Aggregation | Sum (default), Average, Min, Max, Count, Distinct, Median or Std dev. Distinct counts unique values. |
| Label | The card's caption. |
| Decimals | 0, 1 or 2. |
| Prefix / Suffix | A symbol before or after the number, such as $ or %. Clear the box for none. |
| Show delta | Shows the ↑ / ↓ % change against last month. On by default. |
| Sparkline | A small trend line under the value. On by default. If sparklines are off for the page, it's disabled with "Sparklines are hidden for this page — ask the assistant to show sparklines." |
| Highlight | Makes this the hero card. Only one card can be highlighted. |
Some settings are only in the chat: which direction counts as good (this sets the delta colour), averages per entity, and a card icon.
Limit a KPI card to some rows, such as one region
Rows this card reads shows which rows feed the card, for example "Every row" or "Region = West". Click Add condition to add a field, an operator and a value; sample values appear as chips you can click. Half-finished conditions are dropped when you save.
To show West-region revenue on its own card:
- Click Add KPI.
- Set Metric to Revenue and Label to "West revenue".
- Add the condition Region = West.
Limits for KPI cards
| Item | Limit |
|---|---|
| KPI cards per strip | Up to 8, and at least one must remain. A board that already has more than 8 shows its own count as the limit. |
| Highlighted KPI cards | One |
Related
- Tables: the other number blocks.
- Choose which key insights appear: findings next to your KPIs.
- Themes: KPI styles across the board.
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