Financial Services Creatio, lending edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

The “Gauge” dashboard tile

The “Gauge” dashboard tile (Fig. 1) displays a metric in relation to an arbitrary scale. For example, use this dashboard tile to display the number of conducted meetings of a manager if the desired rate is known. You can also use it to monitor the balance between the planned and actual number of calls an agent is required to make per day.

Fig. 1 “Gauge” dashboard tile

scr_analytics_speedometer.png 

On the color scheme, the red interval displays the undesirable level of values, yellow – the satisfactory level and the green one displays the desirable level. The color of the gauge circle depends on the interval that the current value is in.

Gauges can display the following data types:

  • The total number of either all or filtered records of Creatio object, for example, the number of calls per manager a day.

  • Minimum or maximum value of a numeric field, for example, minimum or maximum call duration.

  • Sum or the average value of a numeric field, for example, the total amount of paid invoices.

The settings of the “Gauge” dashboard tile are similar to Setting up the “Metric” dashboard tile, but you need to additionally set up the scale to measure the calculated value against.

Gauge scale setup

The scale settings are located in the [How to display] field group on the gauge setup page.

1.In the [Style] field, specify the color of the gauge title.

2.In the [Display order] field, select “The more the better“ or “The less the better“.

The display order determines the order of “good”/”average”/”bad” segments on the gauge scale. In the first case the red interval will be displayed on the left, in the second case - on the right.

3.On the gauge scale (Fig. 2), specify:

a.The first two fields on the gauge scale determine the minimum and maximum values of the first segment (red or green, depending on the value in the [Display order] field).

b.The third value determines the maximum value that falls into the second (yellow) segment.

c.The fourth value determines the maximum value that falls into the third segment (red or green, depending on the value in the [Display order] field).

Fig. 2 Example of gauge scale setup

scr_analytics_speedometer_scale.png 

4.Specify the accuracy of the fractional part of the numeric indicator, i. e., the number of digits after decimal point, in the [Format] field. For example, set the “1” value to display the metric number with one digit after decimal point. To display the digit without the fractional part, set the number of digits to “0”.

The display format is set up in a separate window. To open the window, click btn_com_lookup00012.png in the [Format] field.

Once all fields on the [How to display] field group are populated, the gauge preview will be displayed.

Note

The “Gauge” dashboard tile now displays big numbers with separators in accordance with the user culture.

See also

Dashboard tabs

Dashboard setup

The “Chart” dashboard tile

The “Metric” dashboard tile

The “List” dashboard tile

The “Widget” dashboard tile

The “Sales pipeline” dashboard tile

The “Full pipeline” dashboard tile

“Web page” dashboard tile

Did you find this information useful?

How can we improve it?