Previous Report Builder: KPI

The KPI widget allows you to add a shaded circle or proportion of a charging battery, to display your Key Performance Indicators based on an individual data point.  It is a fun and easy way of showing scores. 


This example shows how the widget can be displayed either on a circle or battery charge:

PDF: KPI- circle and battery

This guide will teach you:

  1. Setting up the widget
  2. Widget logic rules

1. Setting up the widget

1.1 Configure the data

1.2 Widget settings

1.3 Widget placement and size

1.1 Configure the data

PDF: KPI- widget configuration

  1. Label - enter the text to be shown beneath the circle or battery.
  2. KPI value - here's where you can choose where the data for the widget should be taken from. You can either type in a number or click Variables to access the drop-down menu of variables that you can use. Variables take the data entered during the survey and display it in the chart.
  3. Maximum value - this is set at 100 by default as the key performance indicator will usually be shown as a percentage. If you require a different maximum value, simply enter it here.
  4. Color - click the color selector to choose the color of the circle or fill the color of the battery.

To make advanced design changes to this widget, use custom CSS.

If you want to display a few key performance indicator charts, just click Add KPI and add as many as you require. Follow the steps outlined above to set up each one as you wish.

1.2 Widget settings

PDF: KPI- extra options

Name your widget for ease of reference. Show KPI values as percentage - by default, this is toggled on, but you can toggle to turn off displaying as a percentage.

1.3 Widget placement and size

Choose how you would like to align your widget. You can choose to align it to one side and have explanatory text or another widget on the other side or center it.

PDF: KPI- widget placement and size

  • Left - widget will be aligned to the left side of the page, in a column layout
  • Center - widget will be presented centered across the entire page from the left to the right (full width)
  • Right - widget will be aligned to the right side of the page, in a column layout

If you would like another widget to appear side-by-side the circle, make sure to set the widget aligned on one side of the page and the circle on the other. For example, choose to align the text widget to the left and align a circle widget to the right.

KPI type - click to select if you want the KPI progress displayed as a battery filling up or showing a proportion of a circle.

PDF: KPI- KPI typeClick the Update preview button to see how the widget you've created looks like

PDF: KPI- update preview

Take a look below at some different layout possibilities:

PDF: KPI- example

Now, if you want to show the widget to all respondents, you're done! Just make sure to click, save PDF, and continue adding widgets.

2. Widget logic rules

If you want to only show this widget under certain conditions, it's time to set the widget logic rules. If you want to show a general widget that is visualized every time your report is generated, you can choose not to include a widget logic rule. Learn more about Widget Logic

PDF: KPI- add rules

Once you've saved your logic rules, don't forget to save your work, and you're ready to add more widgets!

What's next?

  • Conditional Rendering is a way of displaying elements based on a condition. It allows you to create simple conditions inside a widget and reduce the number of widgets and rules. With Conditional Rendering, you can render different UI markups based on certain conditions.
  • The custom results by respondent table is a dynamic type of widget that will add records automatically to the table once you have set it up. You can set the maximum number of records to show and set the table to sort records from low to high or high to low.
  • The PDF text widget allows you to write and display your content in your report. You can use it to give further information about questions, give feedback or explain a particular answer. This is an absolutely essential building block of your report.
Support is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.