Visma.net ERP

About trend card KPI widgets

You can add a trend card KPI (key performance indicator) widget on a dashboard.
A trend card KPI widget is useful when you want to display a trend of metrics that change over time.
For example: You can display the total sum of closed deals in the current month in comparison to the sum in the previous month and see if it increases or decreases.

The trend card widget consists of the following parts:

An arrow that shows whether the trend is rising or falling
The trend card title
The absolute difference between the current KPI value and the previous one
The difference in the percent between the current KPI value and the previous one
The current KPI value

The colour of the background indicates whether a trend is rising, falling, or flat.

When adding a trend card KPI widget to a dashboard, you need to select the following:

The inquiry form to provide data for the dashboard
The field from the inquiry to be displayed on the dashboard
The timeline field from the inquiry to provide data about dates
The period for comparison

The KPI values to be displayed on the trend card KPI widget are calculated based on the selected period, the aggregate function, and the current business date.
For example, if you want to display the number of support cases and compare it with the number in the previous month on the trend card KPI widget, you specify the Last month value in the Period field and the Count value in the Aggregate function field.

Suppose that the current business date is July 14, 2019.
To find the current KPI value, the system counts the number of cases from July 1, 2019, to July 14, 2019.
To find the difference, the system counts the number of cases in the previous calendar month (from June 1, 2019, to June 14, 2019) and calculates the difference between the current value and the previous one.
Then the absolute difference, the difference expressed as a in percent, and the current number of cases are displayed on the widget.

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

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

Parent topic:
Dashboards - overview

Related tasks
Arrange widgets on a dashboard