This feature is currently in closed beta and includes several limitations (see below).
If you’d like access, just reach out to our team and we’ll be happy to activate it for you.
How to create a KPI Calculation widget
Follow the visual guide below for step-by-step instructions. If needed, you’ll also find the written steps at the end of this guide.
Follow these steps to build a KPI Calculation:
- At the top of your dashboard, click Advanced Widget
- Select the widget style you want
- Click Add Metric
- Choose:
- The integration
- The source
- The metric - Click save
- Add a calculation operator:
-+(addition)
--(substraction)
-*(mutiplication)
-/(division)
-()(grouping)
👉 You can either click the operators or type them manually directly in the formula box. - Click Add metric again to continue building your formula:
- Select the integration
- Choose the source
- Select the metric - Repeat as needed to complete your calculation
- Once finished, click Create widget
Your widget will now display the calculated KPI 🎉
Formatting options
You can customize how your KPI is displayed using the Formatting options:
- Format
Automatically selected based on the chosen metrics, but can be manually adjusted:
- Auto
- Integer
- Decimal
- Percent
- Money
- Time - Fluctuation type
Controls how performance trends are interpreted:
- Auto
- More is good
- Less is good
These settings help ensure your KPI is displayed clearly and interpreted correctly.
Using multiple KPI Calculations
In Trend and Multi-Column List widgets, you can add more than one KPI Calculation.
- Each KPI will appear in its own column
- Each column can have its own formula
This allows you to compare multiple calculated KPIs within the same widget.
Limitations (Closed Beta)
Because this feature is still in development, the following limitations apply:
- ❌ Widget duplication is not supported
- Duplicating a KPI Calculation widget will result in an error - ❌ Editing is not available
- You cannot modify the formula after creating the widget
- You cannot edit widget settings or configuration - ❌ Widget details are not accessible
- Formula details and underlying configuration are not visible - ❌ Column names cannot be changed
- ❌ Merged data sources are not supported
- ⚠️ "Save as Template" limitations
- KPI Calculations will be copied into the template
- However, all integrations used in the formula must be added when using the template
- Otherwise, the widget will not be created - ⚠️Not available with all integrations.
What's next ?
We’re actively working on improving KPI Calculations.
Stay tuned for updates as we continue to enhance this feature 🚀