To provide a clear, step-by-step guide for team members to create a custom Key Performance Indicator (KPI) on the company dashboard, ensuring accuracy and efficiency in task execution.
Key Steps
Log into the Dashboard
Ensure you are on the company dashboard. Confirm by checking which dashboard is highlighted.
Access Dashboard Settings
Click on the "Settings" icon.
Navigate to "Dashboards" and select "Home Dashboard."
Edit the Dashboard
Click on the "Edit" button to modify the current dashboard.
Add a New KPI
Click on the gear icon to open the settings panel for the new KPI.
Enter the name for the KPI (e.g., "Leads by Campaign").
Select Chart Type
Choose the appropriate chart type:
Single Value (for individual metrics)
Bar Chart or Line Chart (for comparative metrics)
Set Data Source
Choose the starting point for the data (e.g., Property, Project, Node).
Uncheck "Show Legend" if you want a cleaner look.
Group Data
Select how to group the data:
First grouping: Campaign
Second grouping: Creation Date (by week)
Define the KPI Value
Ensure at least one data source is selected.
Choose the type of value to be calculated (e.g., Count, Average, Min, Max).
Set General Conditions (if necessary)
Apply any relevant filters (e.g., number of bedrooms, ARV, zip codes) to narrow down data.
Configure Time Filter
Select the appropriate date for the data (e.g., Creation Date).
Set the timeframe (e.g., Last 30 days).
Save the KPI
Click "Save" to finalize the KPI setup.
Review the KPI
Check the new graph to ensure it displays the data correctly.
Drill Down into Data (Optional)
Click on the cylinder icon to access detailed data behind the KPI.
Use grouping, sorting, and filtering options as needed.
Cautionary Notes
Ensure that you are modifying the correct dashboard (company vs. personal).
Double-check all selections and filters to avoid inaccuracies in data representation.
Be cautious when applying filters to ensure they align with the intended KPI purpose.
Tips for Efficiency
Familiarize yourself with the dashboard interface before starting the process to minimize confusion.
Use consistent naming conventions for KPIs to maintain clarity and organization.
Regularly review existing KPIs to ensure they remain relevant and accurate.
If creating multiple KPIs, document the process and any variations to streamline future setups.
By following this SOP, team members will be equipped to create custom KPIs on the company dashboard effectively, reducing the likelihood of errors and enhancing productivity.