Creating a Key Performance Indicator (KPI) chart is a powerful way to visualize the performance of different metrics over two distinct periods.
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This guide will take you through each step to create a KPI chart in our Reports module, ensuring you can easily navigate our platform and make the most of the diverse widgets available.
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Let's get started!
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The journey to creating your KPI chart begins in the Reports module:
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Step 1: Navigate to the Reports module on our platform.
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Step 2: Look for the 'New Report' button at the top right corner of the reports listing page and click on it.

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Creating a report is the first step toward visualizing your KPIs:
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Step 3: Provide a name for your report in the designated space.

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Our platform offers flexible options for adding a KPI chart to your report:
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Step 4: You have three choices for adding a KPI chart: use a pre-existing template from 'Select your templates,' choose from the 'Select from the Revlitix templates', or create a new widget by selecting 'Create Custom Widget.'
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Customization is critical to creating a chart that meets your needs:
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Step 5: Assign a name to your KPI chart widget for easy identification later and save it.

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Step 6: From the 'Widget Type' dropdown, select 'KPI Chart.' The 'Widget Description' explains why this chart type was chosen.

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Choosing the correct data and time frame is crucial for your KPI chart:

Step 7: Pick the Channel name from the list of integrated channels available.

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Step 8: Select an Object that corresponds with your channel's data.

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Step 9: Select 'Date' from the dropdown menu for the Date Field.

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Step 10: Choose 'Actual Date Range' to specify the period you are analyzing.

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Step 11: Determine the date range for comparison by selecting 'Compare Date Range.' This lets you view the KPI values and the difference for the specified time frame.

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Step 12: Choose the specific KPI you wish to analyze the changes in values between the two-time frames.

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For future ease, saving your configuration is advisable:
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Step 13: Check the 'Save Template' option to reuse your configuration for future reports.

By following these structured steps, you'll be able to create a KPI chart that visualizes your key metrics effectively and highlights the performance differences between two time periods.
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The newly created chart will be added to the list of widgets.
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This guide aims to simplify the process, making it accessible for users of all skill levels to leverage the full potential of our platform's reporting capabilities.