Visma.net ERP

About scorecard KPI widgets

You can add a scorecard KPI (key performance indicator) widget to a dashboard.
Scorecards are useful when you need to monitor single parameters that are critical for particular business processes in your organisation.
For example: A scorecard can display the number of new support cases from customers.

When adding a scorecard KPI widget to a dashboard, you have to specify the following:

The inquiry form to provide data for the dashboard
The field from the inquiry to be displayed on the dashboard
The threshold values for warnings and alarms
The colours for the widget background

For a detailed description of the properties of the scorecard KPI widget, see: Add widget dialog box for scorecard KPI widgets - reference information.

The widget contains the standard toolbar, which is described in: The widget toolbar.

By using the scorecard KPI widget, you can open the form used as a data source by this widget and update the widget view.

For the step-by-step procedure on how to add a scorecard KPI widget to a dashboard, see:Add a scorecard KPI widget.

Parent topic:
Dashboards - overview

Related tasks
Arrange widgets on a dashboard