Key Performance Indicators (KPIs)

In the metric cards that form the top of each tab, you can display KPIs that highlight critical values such as total pipeline, closed revenue, or overdue tasks. They provide an at-a-glance view of performance against goals and help salespeople prioritize actions quickly.

Metric card with components highlighted in the table. The Name shows is Deal Registrations. The Badge displays HIGH on a colored background. The Primary Metric value is $189.12K. The Secondary Metric value is 22 in parentheses. The Description is Deals by Partner Track

What Tools to Use to Create KPIs

Use the Visualization Configuration tool to configure KPIs can be created from Adaptive Search saved searches or from OTBI analyses.

KPI Anatomy

Here's a screenshot of a sample dashboard with 2 tabs. The screenshot highlights the part the tabs defined by metric cards.

Sales dashboard screenshots highlighting the tab parts that are defined by the metric cards

Metric cards can have up to 5 different elements show in the screenshot of a sample partner deal registrations metric card:

Callout	Field	Description
1	Name	The title of your dashboard tab.
2	Badge	Displays badges you specify for different value ranges.
3	Primary Metric (Secondary Metric)	You can display up to 2 metrics. In this example, it's the sum of the Deal Size (Primary Metric) and the count (Secondary Metric).
4	Description	One-line description that you enter or that's filled in dynamically.