Working with List View KPIs

Some list views contain Key Performance Indicators, or KPIs. These KPIs are based on the current list of records, based on the group and any filters that have been applied. Some KPIs may also be specific to a subset of data, for example in the Opportunities list view a KPI for Average Actual Amount would be calculated using the actual amount for all closed-won opportunities in the list and a count of closed-won opportunities.

The list views do not display KPIs until you select which KPIs you want to display. These list views contain out-of-the-box KPIs to select from:
  • Accounts
  • Opportunities
  • Quotes
  • Sales Orders
  • Invoices (Infor CRM SLX Back Office only)
  • Contracts
  • Returns
  • Tickets

To manage list view KPIs

  1. Click the setting Manage KPIs icon on the list view.
  2. Select the check boxes of the KPIs you want to show and clear the check boxes of the KPIs you want to hide.
    Note: Selecting a large number of KPIs to display can increase the loading time for KPIs and decrease the amount of horizontal space for each KPI.
  3. Click Save when finished.