{"id":3431,"date":"2023-10-13T14:10:45","date_gmt":"2023-10-13T12:10:45","guid":{"rendered":"https:\/\/help.ino.cx\/?post_type=ht_kb&p=3431"},"modified":"2026-02-26T15:19:35","modified_gmt":"2026-02-26T14:19:35","slug":"kpis-explorations","status":"publish","type":"ht_kb","link":"https:\/\/help.ino.cx\/index.php\/help-center\/kpis-explorations\/","title":{"rendered":"KPIs in explorations"},"content":{"rendered":"\n
\"L\u2019attribut<\/figure>\n\n\n\n

[Reading time: 5 minutes<\/em>]<\/p>\n\n\n\n

Overview<\/strong><\/h2>\n\n\n\n

KPIs<\/strong> (Key Performance Indicators) are visual indicators that allow you to quickly interpret essential data from an exploration<\/a>. They are used to measure performance: number of calls, average duration, quality of service, etc.<\/p>\n\n\n\n

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KPIs are created within each exploration<\/strong> in the Reporter<\/strong> module, and can then be used in dashboards or exported.<\/p>\n\n\n\n

Note: Depending on the type of exploration selected during creation, some default KPIs may be automatically generated.<\/em><\/p>\n\n\n\n

If there is no data for a KPI, it will display 0.<\/p>\n\n\n\n

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1. KPIs types<\/h2>\n\n\n\n

There are 7 KPI types, all of them explained in the following subsections.<\/p>\n\n\n\n

By default, all KPIs cannot include more than 5 different data (abscissas and custom data).<\/p>\n\n\n\n

Single value square<\/h3>\n\n\n\n

The most simple KPI, a single value displayed in a square. You can change the color and icon to customize it a little.<\/p>\n\n\n\n

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Multi line<\/h3>\n\n\n\n

A multi-line chart is used to track the evolution of multiple data series over time<\/strong>, and to easily compare their trends<\/strong>.<\/p>\n\n\n\n

For a multi line KPI, you will always need two<\/strong> item types, and the 1st one will always be an abscissa<\/strong>. You can also choose to use stacked charts for specific columns.<\/p>\n\n\n\n

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Pie chart<\/h3>\n\n\n\n

A pie chart is used to visualize the distribution of a whole into parts<\/strong>. Each slice represents a category<\/strong>, with its size proportional to its value.<\/p>\n\n\n\n

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In order to create it, you will need an abcsissa (data groups) and a calculated data (value).<\/p>\n\n\n\n

Sunburst<\/h3>\n\n\n\n

A sunburst chart is used to visualize hierarchical data<\/strong> in a circular layout. Each level of the hierarchy is shown as a ring, making it easy to compare categories and subcategories<\/strong> at a glance.<\/p>\n\n\n\n

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Table<\/h3>\n\n\n\n

You can display a summary table qui s’appuie sur une raw data (distribution date in our example below) and up to 4 calculated data. Each column can be assigned a specific color for quick identification.<\/p>\n\n\n\n

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Region chart<\/h3>\n\n\n\n

You can choose to display the data on a map of Europe, or of the world.<\/p>\n\n\n\n

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You can use any calculated data with this KPI.<\/p>\n\n\n\n

Country chart<\/h3>\n\n\n\n

For France, you can visualize it by its departments. Data can be displayed for 3 countries (France, Spain, Portugal) by region or department (France only) within the country.<\/p>\n\n\n\n

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Heat map<\/h3>\n\n\n\n

The heatmap lets you see at a glance the point of convergence of the data, thanks to an abscissa, an ordinate and a calculated data. <\/p>\n\n\n\n

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It is usually advised to use a date-type data as abscissa.<\/p>\n\n\n\n

Boxplot<\/h3>\n\n\n\n

The boxplot is used to represent the data dispersion<\/strong>: the median, quartiles, maximum and minimum.<\/p>\n\n\n\n

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2. Adding a KPI<\/h2>\n\n\n\n

To add a new KPI, click the + Create<\/strong> button at the top of the KPIs<\/em> tab within your exploration.
You\u2019ll have two options:<\/p>\n\n\n\n

Option 1: From a list of preconfigured KPIs<\/h3>\n\n\n\n

If your exploration was created using the \u201cpreconfigured KPIs\u201d<\/strong> option, you\u2019ll be able to select from a list of ready-to-use KPI templates.<\/p>\n\n\n\n

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Note: KPI templates do not concern customized explorations (e.g. cases) because they are entities created by you.<\/em><\/p>\n\n\n\n

If you need more details on KPIs, see the article Terms and vocabulary<\/a>.<\/p>\n\n\n\n

Option 2: Create a KPI from scratch<\/h3>\n\n\n\n

This opens a KPI creation panel where you can fully configure the indicator.<\/p>\n\n\n\n

In the left panel:<\/h4>\n\n\n\n