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Creating Metric Panels for KPI Tracking
Creating Metric Panels for KPI Tracking
Updated over 4 months ago


Creating Single Metric Panels in FlowPath Dashboard Module

  1. Select Dashboard Type

    • Choose existing dashboard or create a new one.

  2. Add Panel

    • Select from four panel types: single metric, visualization, text, or table.

    • Choose single metric for impact with a single number or percentage.

  3. Customize Panel

    • Select metrics (e.g., work order labor hours).

    • Choose aggregate (average or total) and roll up (e.g., all time).

    • Further breakdown data by filters like sites or assigned users.

  4. Panel Details

    • Name the panel and add a description.

    • Save and close to finalize the panel.

  5. Viewing Panels

    • Panels will display on the dashboard.

    • Click on panels to view details.

  6. Creating Visualization Panels

    • Add a new panel and choose visualization type.

    • 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).

  7. Customizing Visualization Panels

    • Name the panel and add a description.

    • Save and view the visualization panel on the dashboard.

  8. Adjusting Panel Layout

    • Drag and resize panels on the dashboard as needed.

  9. Finalizing and Reviewing

    • Save changes and review the dashboard to see the single metric and visualization panels.

  10. Conclusion

    • By following these steps, users can easily create and customize single metric panels for KPI tracking in the FlowPath dashboard module.

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