Question

How to display calculated metric (ratio/percentage) in Dashboard?

Hello,

I need to add a calculated metric to my Dashboard that shows a ratio between two indicators, for example:

"Conversion Rate" = (Converted Leads / Total Leads) × 100%

Is this possible in Creatio dashboards? What's the best way to implement calculated metrics or formulas?

Thanks

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2 comments

If this is a classic dashboard there's a marketplace add-on called Calculated Metrics you can use for this. For Freedom UI dashboards, I heard that calculated metrics is possibly coming in 8.3.3 - in current versions, not available.

This is a desperate need. Dashboard data gets real value when you start being able to add formulas. Dashboards in Creatio are often quite basic (no formulas, no objective amount, cannot fix the data dange, cannot change months appearance (showing just as numbers). Knowing this is coming in 8.3.3 is great though. More advanced dashboard functionalities would be great.

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