KPI widget

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Who’s this for: RevOps
Where to go: Deals > Dashboards
Who can do this: Individuals with permission to manage revenue analytics

What’s a KPI widget

KPI widgets present critical metrics measured against other metrics or targets, making it easy for team members to assess performance against company benchmarks at a glance.

Building a KPI widget

To build a KPI widget:

Select your dashboard, click +New widget and select KPI from the gallery.
In the dashboard header, click to rename your widget and, optionally, + Add description.
By default, your KPI widget is set to display a single metric. If you want it to include two metrics, click Side-by-side metrics.
From the metric selection dropdown, select your metric or click Manage metrics, then create a new metric or edit an existing one, and then pull it to your KPI widget.
If you chose Single metric, you can Measure it against a target (for example, booking $ measured against booking target).
If you chose Side-by-side metrics, select your Secondary metric (for example, use Open pipeline $ as your primary metric and Average deal size $ as your secondary metric).
After selecting the metric/s, you’ll notice two filters are added to the widget, and the team member and date fields are set to be dynamic and respond to whatever is selected in your dashboard. You can change them to fixed values.
Note:
If you select fixed values for the team member and period, the widget would no longer respond to selections made on the dashboard level.
In addition to the two filters, you may add any filter that defines which deals qualify to be included in the widget. For example, deals in which Sales qualified is true and Deal stage is neither Closed-won nor Closed-lost.
Select your Drilldown view: the deal board that opens up when viewers click to inspect the deals included in the widget. The selected drilldown view inherits the column selection and their order from the selected deal board, as well as the warning configuration, but not the deal board filters.
When you’re happy with the Preview results on the right, click Save.

Ideas for KPI widgets

Here’s a few ideas for KPI widgets to include in your dashboards:

KPI widget	Primary metric	Secondary metric	Target
Booking attainment	Bookings $		Bookings target
Overall win rate	Win rate ($)(Formula: bookings $ / Closed deals $)	Win rate (#)
Pipeline created	Average open deal size
Average open deal size	Average open deal size
Average sales cycle	Avg sales cycle

Best practices

To make the most out of KPI widgets, we recommend:

Using multiple KPI widgets

To allow viewers compare two periods (for example, the current quarter vs. the previous one), create two KPI widgets based on two periods and place them next to each other in the dashboard.

Visit our Academy and find out how to utilize your dashboards to boost efficiencies and refine revenue operations

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What's Next

Performance widget

In this article

What’s a KPI widget
Building a KPI widget
Ideas for KPI widgets
Best practices