How to use a target/constant number in dashboard metrics (NOT GAUGE)?
Hi, I've searched and found this post - https://community.creatio.com/questions/how-can-i-manage-my-sale-teams-kpi-creatio-sale which was in March 2022, over 2 years ago "As for target KPI, at the moment there is no corresponding functionality to setup constant numbers in Dashboard section. Our R&D team works on implementing such tool in future releases."
Is there any update on this?
It would be very, very beneficial to be able to set a target/constant number to compare against for a variety of metrics. Such as Total Number of Calls / Target Number and I get a percentage or Total Number of Appointments / Target Number and get a percentage.
I know that you can manually do this with a gauge but it doesn't provide a percentage and is very limited.
Like
You can do this using the format options for a metric. Steps are:
- Set up a metric that would return no results (like Contact where Id is not filled in)
- Click the format options. Enter your static number in the Text field. If this is a Freedom UI metric, change Text Position to before and after value
The end result:
However, this sort of thing is better (IMO) to add to a table (such as a lookup or system setting). Then just have the metric display the max from that field (which would just display that same value since there would be only one number, which would be the max). This allows you to adjust the value there, rather than edit dashboards where used.
Ryan