First, I need to drag the KPI Card widget from the “Card” section of the widget menu to my dashboard. Then, I am going to resize the widget by dragging its edges so that it will be easy to read.
I know that KPI Card widget allows me to quickly and easily compare certain pieces of data (such as my sales goal versus my actual sales for the month). I also know that, while I obviously want to sell as many of my products as possible, those sales do not do me much good if my customers are not paying for their orders.
Thus, in this widget, I would like to contrast the total dollar amount of my overall sales with the total dollar amount of payments I have received. This will allow me to see how much money I have received from customers and how much I still need to collect.
To assign data to my widget, I need to click the “Settings” button in the upper right corner of my widget. Then, I will click the “Assign Data” tab.
I immediately see two columns. In the left column, I can select different fields called “Measures” and “Dimensions.” I can drag these fields to the “Actual Value,” “Target Value,” and “Series” boxes in the right column.
I want to compare the total dollar amount of payments I have received with the total dollar amount of payments I am owed. To do this, I need to drag the “Amount Paid” field to the “Actual Value” box and the “Amount” field to the “Target Value” box.
Finally, I am going to drag the “Sales Type” field to the “Series” box. In this case, all my sales are online, but it is still useful to add this field. For one thing, my widget now specifically notes that these numbers represent online sales, and for another, if I ever add another type of sale to my data source, my widget will be updated accordingly.