Creating Metric Panels for KPI Tracking | FlowPath Help Center
Creating Metric Panels for KPI Tracking
Download PDF → CreatingMetricPanelsforKPITracking.pdf
Creating Single Metric Panels in FlowPath Dashboard Module
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Select Dashboard Type
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Choose existing dashboard or create a new one.
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Add Panel
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Select from four panel types: single metric, visualization, text, or table.
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Choose single metric for impact with a single number or percentage.
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Customize Panel
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Select metrics (e.g., work order labor hours).
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Choose aggregate (average or total) and roll up (e.g., all time).
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Further breakdown data by filters like sites or assigned users.
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Panel Details
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Name the panel and add a description.
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Save and close to finalize the panel.
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Viewing Panels
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Panels will display on the dashboard.
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Click on panels to view details.
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Creating Visualization Panels
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Add a new panel and choose visualization type.
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Select metrics for y-axis and group data (e.g., by month).
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Choose visualization type (e.g., column) and time frame (e.g., all time).
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Customizing Visualization Panels
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Name the panel and add a description.
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Save and view the visualization panel on the dashboard.
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Adjusting Panel Layout
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Drag and resize panels on the dashboard as needed.
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Finalizing and Reviewing
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Save changes and review the dashboard to see the single metric and visualization panels.
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Conclusion
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By following these steps, users can easily create and customize single metric panels for KPI tracking in the FlowPath dashboard module.
-
Select Dashboard Type
Choose existing dashboard or create a new one.
Choose existing dashboard or create a new one.
Add Panel
Select from four panel types: single metric, visualization, text, or table.
Select from four panel types: single metric, visualization, text, or table.
Choose single metric for impact with a single number or percentage.
Choose single metric for impact with a single number or percentage.
Customize Panel
Select metrics (e.g., work order labor hours).
Select metrics (e.g., work order labor hours).
Choose aggregate (average or total) and roll up (e.g., all time).
Choose aggregate (average or total) and roll up (e.g., all time).
Further breakdown data by filters like sites or assigned users.
Further breakdown data by filters like sites or assigned users.
Panel Details
Name the panel and add a description.
Name the panel and add a description.
Save and close to finalize the panel.
Save and close to finalize the panel.
Viewing Panels
Panels will display on the dashboard.
Panels will display on the dashboard.
Click on panels to view details.
Click on panels to view details.
Creating Visualization Panels
Add a new panel and choose visualization type.
Add a new panel and choose visualization type.
Select metrics for y-axis and group data (e.g., by month).
Select metrics for y-axis and group data (e.g., by month).
Choose visualization type (e.g., column) and time frame (e.g., all time).
Choose visualization type (e.g., column) and time frame (e.g., all time).
Customizing Visualization Panels
Name the panel and add a description.
Name the panel and add a description.
Save and view the visualization panel on the dashboard.
Save and view the visualization panel on the dashboard.
Adjusting Panel Layout
Drag and resize panels on the dashboard as needed.
Drag and resize panels on the dashboard as needed.
Finalizing and Reviewing
Save changes and review the dashboard to see the single metric and visualization panels.
Save changes and review the dashboard to see the single metric and visualization panels.
Conclusion
By following these steps, users can easily create and customize single metric panels for KPI tracking in the FlowPath dashboard module.
By following these steps, users can easily create and customize single metric panels for KPI tracking in the FlowPath dashboard module.