Overview
You can publish your KPIs in several ways, including bringing them into other report types available in Castaway. This article covers every method:
- Viewing your KPIs on screen
- Printing the KPI table to PDF
- Exporting the KPI table to Excel
- KPI widgets in Dashboards
- KPI data in Storyboards
Viewing your KPIs on Screen
The live view of the main KPI page is the best way to assess the immediate outcomes of your KPI setup.
You can customise your view by:
- Changing the period in question
- Toggling the MTH / QTR / YR settings to show or hide these options
Each Month, Quarter and Year table is divided into four columns:
| Column | Description |
|---|---|
| Period | Your data |
| Target | Budget or Forecast data, or a defined target set in KPI Settings |
| Result | Arrow-based indicator with adjustable thresholds set in KPI Settings |
| Trend vs Prev | Variance analysis against the same period one year prior |
For more detail on Targets and Result arrows, refer to: KPI Monitoring Tools: Alerts, Ranges & Targets
Print your KPI table to PDF and Excel
Whatever is visible on screen will appear in your exported KPI report.
- Go to the Setup tab to show or hide any KPIs by toggling their visibility under the Visible column. To lock in any changes made in the Setup tab you must click Save KPIs.
- Choose the period you want to export by adjusting the month at the top of the report.
- Determine which periods to display by toggling the MTH / QTR / YR settings.
- Click the printer icon to export as a formatted PDF, or the sheet icon to export as a formatted Excel report.
KPIs data in Dashboards
Dashboards are a powerful means to bring your data to life and tell a story. KPI tables are designed to integrate neatly and flexibly into your Custom Dashboards through the widget system.
- Once you have created your Custom Dashboard, drag in a widget from the left-hand Board Builder panel if starting from a blank template. Click the KPI symbol on the widget board to open the KPI Widget panel.
- On the widget panel there are number of options to adjust under the Display and Style tabs including:
- Show or hide individual KPIs or whole KPI tables using the toggle
- Show or hide the Month, Quarter, and Year options as they appear in the KPI workspace
- Choose the Period type to follow the Dashboard's dynamic slider or display a specific month
- Show or hide a title for the KPI widget, which can be renamed
Adding a Dashboards featuring KPI data into your Storyboard is another way to bring KPI data to your reporting. Your full KPI report can also be added into your Storyboards, as described below.
KPI Data in Storyboards
Storyboards are customisable, templatised management reports designed for consistent and repeatable reporting to your business or clients. Bringing in your dynamic KPI data takes only seconds to set up.
Your full KPI report can be added into any Storyboard and customised via the following steps:
- Add a new page by clicking on the blue plus sign between pages on the left hand panel.
- Choose between full KPI Report or a Custom Dashboard containing your KPI data
- Click the ellipsis in the corner of the full KPI Report and click Edit to:
- Change the page name
- Decide if the report follows the Global Settings, through the Use Storyboard Period toggle, or to display a specific month choose from the drop down menu
- Show or hide the Month, Quarter, and Year options as they appear on the main KPI summary page
If your KPI numbers look out of date, you might need to refresh the data by clicking the Refresh button in the top right-hand corner
If you need any assistance please contact our support team at: support@castawayforecasting.com