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maheshg821223
January 8, 2025
Solved

Adding KPI Pattern to my Site

  • January 8, 2025
  • 8 replies
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Appian Community Team,

I have a Site which 5 Interfaces in it. Please see below screenshot for reference. If I want to add KPI, where should I add it? Is it to all individual interfaces or should that be added onto the Site Page?

If its on the Site page, can you guide me here please. I am new to Appian and I am open for suggestions here.

Regards,

Mahesh

Best answer by konduruc733182

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.

8 replies

stefanhelzle0001
stefanhelzle0001
January 8, 2025

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?

M
maheshg821223Author
January 8, 2025

Hi [mention:a11f77a729fb4db2af76b09948583328:e9ed411860ed4f2ba0265705b8793d05] ,

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

stefanhelzle0001
stefanhelzle0001
January 9, 2025

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

amaans4178
amaans4178
January 8, 2025

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:

  1. 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.

  2. 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!

amaans4178
amaans4178
January 8, 2025

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:

  1. 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.

  2. 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!

M
maheshg821223Author
January 8, 2025

Thank you [mention:c7f2eb03ce73454f8900bbb73cdc1062:e9ed411860ed4f2ba0265705b8793d05] , 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?

konduruc733182
konduruc733182Answer
January 9, 2025

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.

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