Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

EREN_YEAGER — Thu, 09 Jan 2025 07:36:06 GMT

I see your point. In my opinion, instead of using four separate pages for the four loan categories, you could consolidate them into a single page [ which can be our landing page called Loans/ Dashboard/ Loan Dashboard] . On this page, you can display four KPIs representing the total loan amounts or total loans for each category and make them drillable (clickable). This way, users can click on a specific KPI to view detailed information about the selected category on the same page.

Since the current setup already has four individual pages for the same data, this approach would provide a more streamlined and user-friendly experience.

RE: Adding KPI Pattern to my Site

Stefan Helzle — Thu, 09 Jan 2025 07:13:01 GMT

You can use that patterns as you like. I am not sure I understand what your question is.

RE: Adding KPI Pattern to my Site

Konduru Chaitanya — Thu, 09 Jan 2025 02:49:10 GMT

You can add these to your Landing interface or the Reports interface. But as per your interfaces that you have configured in the site I am unsure what exactly the initial, secondary queue and final review are about assuming them to be different categories, I would recommend the KPIs be placed in Reports. If the KPIs seem meaningful to be placed in any one of the other tabs then it should be fine.

RE: Adding KPI Pattern to my Site

maheshg821223 — Wed, 08 Jan 2025 23:52:00 GMT

Thank you EREN_YEAGER , KPI's that we are interested in showing are high level overview for the entire site. We just want to show 4 Categories and how many loans does each Category have at that moment. Loans move from one Category to another Category in the Site based on User Actions. How do I add KPI on the site? My site has 4 interfaces added. I have provided screenshot in the first posting above. Should I be adding these KPI's to all Interfaces?

RE: Adding KPI Pattern to my Site

EREN_YEAGER — Wed, 08 Jan 2025 20:10:31 GMT

Hi,

When deciding where to add KPIs in your Appian Site, it’s essential to consider how users will interact with the KPIs [UI/UX] and their relevance to either individual interfaces or the entire Site. Here are some points to help you decide:

High-Level Overview:
If the KPIs provide a summary or high-level overview of the entire Site, such as key metrics or trends, add them to the dashboard/landing page.
Specific Functionality:
If the KPIs are tied to specific data or functionalities within an interface, place them on the individual pages where they are most relevant.

suggested KPIS for provided screenshot :

a. Occupancy Chart: A pie chart showing the ratio of occupied vs. vacant data.
b. Listing Price Growth: Metrics to display total listing price growth (weekly/monthly).
c. Review Stages: A summary of current review stages to track progress.

eg :

Ultimately, the placement of KPIs depends on the user experience and interface requirements. Let me know if you need further assistance or detailed guidance!

RE: Adding KPI Pattern to my Site

EREN_YEAGER — Wed, 08 Jan 2025 20:06:46 GMT

Hi,maheshg821223,

When deciding where to add KPIs in your Appian Site, it’s essential to consider how users will interact with the KPIs [UI/UX] and their relevance to either individual interfaces or the entire Site. Here are some points to help you decide:

High-Level Overview:
If the KPIs provide a summary or high-level overview of the entire Site, such as key metrics or trends, add them to the dashboard/landing page.
Specific Functionality:
If the KPIs are tied to specific data or functionalities within an interface, place them on the individual pages where they are most relevant.

Suggested KPIS based on your schreenshot :

a. Occupancy Chart: A pie chart showing the ratio of occupied vs. vacant data.
b. Listing Price Growth: Metrics to display total listing price growth (weekly/monthly).
c. Review Stages: A summary of current review stages to track progress.

just for an idea :

Ultimately, the placement of KPIs depends on the user experience and interface requirements plus what your data is. Let me know if you need further assistance or detailed guidance!

RE: Adding KPI Pattern to my Site

maheshg821223 — Wed, 08 Jan 2025 19:55:30 GMT

Hi Stefan Helzle ,

Appian has functionality for KPI pattern, please see below screenshot top row. I was planning on having the same thing developed in my site.

Regards,

Mahesh

RE: Adding KPI Pattern to my Site

Stefan Helzle — Wed, 08 Jan 2025 19:04:29 GMT

Not sure what you mean. What exactly is "KPI"? Well, I know this is about key performance indicators, but what is it for you? An individual chart, a dashboard?

Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

suggested KPIS for provided screenshot : a. Occupancy Chart: A pie chart showing the ratio of occupied vs. vacant data.b. Listing Price Growth: Metrics to display total listing price growth (weekly/monthly).c. Review Stages: A summary of current review stages to track progress.eg :

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

RE: Adding KPI Pattern to my Site

suggested KPIS for provided screenshot :

a. Occupancy Chart: A pie chart showing the ratio of occupied vs. vacant data.
b. Listing Price Growth: Metrics to display total listing price growth (weekly/monthly).
c. Review Stages: A summary of current review stages to track progress.

eg :