Configure a KPI card

Use a KPI card to display the value of a line item in a module. Alternatively, you can choose to display the top-left cell of a view. With a view, you can use filters or show a selection to determine the line item. KPI cards are useful if you want to emphasize the value of an important cell.

If you want a sparkline on your KPI card, then select a line item as the data source.

You must open your page in designer mode. Select Edit this page .

You can save your work at any time. Select Save to save as a draft. When you're ready to publish, select Publish.

To configure your card:

Select Configure on a new card, or hover over your card and select Edit .
Select a Line item or View as the Data source type.
If you selected Line item, choose a Module and Line item.
Your card displays the line item value.
If you selected View:
1. Choose Custom views, and design a view; or choose Module views, a module, and a view.
2. Select Update.
  The card preview displays the value from the top-left cell of your chosen view.
On the Overview tab of the Card configuration panel, you can:
- Enter a Title and Description for your card.
- Choose a Title color.
- Link the card's title to a page from the Link to a page dropdown.
- Choose a Text style and Text colour.
- Add a Number scale.
- Choose a Padding style to increase or decrease white space.
On the KPI tab, you can configure Conditional formatting and add a Sparkline to your card.
On the Context tab, you can configure context selectors.

title

caseportalLink.text

chatLink.text

emailLink.text

callLink.text