KPIs
This feature is available with a Pro or Enterpriseplan
SquaredUp allow you to publish key metrics both within a workspace and also to aggregate at a higher level for reporting.
Publishing individual KPIs within a workspace
Select data from a dashboard to be published as a KPI.
- Create a new KPI type from Settings > KPIs > Add new KPI type. Creating a KPI type creates a data stream, which is used when adding KPIs to a summary dashboard.
- Browse to the workspace and dashboard that displays the tile with the data you want to publish as a KPI.
- Edit the dashboard and tile.
- Click the KPI tab on the right of the screen.
- Toggle KPI to ON.
- Give the KPI a name, such as the data it shows.
Aggregating KPIs on a summary dashboard
These steps describe how to create a summary dashboard to show your KPIs.
- Create a new dashboard, for example KPI Summary in an Overview workspace.
- Add a new data tile.
- Type the name of the KPI you created in the Search data streams box and select that data stream.
- For Objects select the applicable workspaces.
- Select the Visualization required.
- Under Shaping configure any aggregation required. For example, to sum the values together for a scalar you might choose Aggregation type: Total and Aggregate column: Value.