Show a KPI: one number with a comparison and a sparkline
Show one number, such as “This month’s revenue”, compare it with the previous period or with last year, and add a small trend line.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
How it works
The comparison
Previous period: a period of the same length, right before the current one. Same period last year: the same dates a year earlier (February 29 maps to February 28). The “All time” range has no comparison.
If the previous value is zero, a “New” mark shows instead of a percentage. The difference and percentage are calculated from the exact values before rounding, so the difference shown may be 0.01 away from subtracting the two numbers shown.
The sparkline
It splits the date range: daily up to 31 days, weekly up to 180 days, and monthly beyond that. “All time” shows the last 12 months. It shows up to 60 points (the most recent). With Count and Sum, its points add up to the number. You can click a point to see its records (Click any number to see the records behind it).
If something goes wrong
A real example
The manager wants to know if contract revenue is better than last year.
- KPI: the contracts unit, Sum of “Contract value”, base date “Signing date”.
- Comparison: last year, with a sparkline and compact numbers.
He sees “+18%” versus last year, and the shape of the month, in one card.