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 can add a KPI card using a line item in a module, or a view data source.
Add a KPI card with line item data
To add a KPI card with line item data:
- Open the board in designer mode.
- In the Add card section of the side panel, double-click the KPI tile, or drag it onto the board.
By default, the card displays, full width, at the top of the board. - Click Configure KPI on the KPI card.
The Card configuration panel displays with the Overview tab active. - Select Line item as the Data source type.
- Choose a Module and a Line Item.
The card displays the value of the line item. - Optionally, configure:
- the Title.
A default title generates from the name of the view, but you can edit it. - the Description.
Your description displays as a hint when you hover your cursor over the information icon (i) on the published card. - the Link to a page dropdown menu.
When the page is published, the title links to the selected page. - Context selectors.
- a Text style.
- a number scale and a sparkline, if you have a numeric KPI on a time dimension.
- conditional formatting, from the KPI tab.
- the Title.
- Click Publish.
Your KPI card is available.
Add a KPI card with view data
- Open the board in designer mode.
- In the Add card section of the side panel, double-click the KPI tile, or drag it onto the board.
By default, the card displays, full width, at the top of the board. - Click Configure KPI on the KPI card.
The Card configuration panel displays with the Overview tab active. - Select View as the Data source type.
The View dialog displays.

- Choose:
- Custom views, and design a view; or
- Module views, a module, and a view.
- Click Update to close the View dialog.
The card preview displays the value from the top-left cell of your chosen view. - Optionally, configure:
- the Title.
A default title generates from the name of the view, but you can edit it. - the Description.
Your description displays as a hint when you hover your mouse cursor over the information icon (i) on the published card. - the Link to a page dropdown menu.
When the page is published, the title links to your selected page. - Context selectors.
- a Text style.
- a number scale and a sparkline, if you have a numeric KPI on a time dimension.
- conditional formatting, from the source module.
- the Title.
- Click Publish.
Your KPI card is available.