Widget - KPI

Performance monitoring widget displaying key indicators and metrics through SQL query-based data connections. Configurable chart options, refresh intervals, and data transformation support customizable dashboard KPI displays for live or scheduled updates.

Settings > Widgets & Home Pages > Widgets > Widget - KPI

The link will open the Widgets grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Widget click New , to edit an existing Widget click Edit . A pop up window will appear which will allow the creation or amendment of a Widget.

Select the Widget template : KPI. Complete the fields and click Save . Click Configure Widget .

Click to view - KPI Widget Data Tab Fields and Descriptions

Field	Description
Data Connection	The data connection for the KPI (this would usually be the current database)
Query	The SQL query to gather the KPI data. The following built in system parameters have been provided within the KPI query designer:- Account - This passes the currently logged on account id as a parameter to the KPI Contracts - This passes a list of contract ids visible to the Account currently logged on as a parameter to the KPI Buildings - This passes a list of Building ids visible to the Account currently logged on as a parameter to the KPI
Preview Data	Click the button to preview the data.
Transform Data	Check the box to pivot the information e.g. it will make rows columns or column rows.

Field	Description
KPI Refresh Interval	Set the refresh rate for a Live update
KPI Mode	Set whether the KPI refreshes live or at a schedule time - selecting scheduled will allow recurrence patterns and rates to be set.

Widget - KPI

Settings > Widgets & Home Pages > Widgets > Widget - KPI

Click to view - KPI Widget Data Tab Fields and Descriptions

Click to view - KPI Chart Tab Fields and Descriptions

Click to view - KPI Frequency Tab Fields and Descriptions