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In this lesson:
Easily track Key Performance Indicators (KPIs) with Canopy Insights. For a single measure or attribute search, like "Invoice Billed Amount," Insights generates a KPI chart highlighting the top value. With multiple attributes, choose the KPI chart's column.
Customize visuals with keywords ("daily," "quarterly") and adjust information display using chart settings and conditional formatting.
Add KPIs to Your Watchlist
On the Home tab when you first go into Insights, you'll see an area for KPIs. This is where you can pin KPIs from all different Liveboards and pull them into your Home screen to have a quick overview whenever you want!
You can choose which Answers and Liveboards your KPIs come from. Once you've picked the ones you want, click Add KPIs.
If you're reviewing KPIs in Liveboards, you can generate change analysis reports. Do this by clicking the arrow next to the previous month's data to show the change analysis compared to the current month.
You can click through the sections on the left to gain more info from the report. Once you're finished, go ahead and click Close!
🙏 Fun Fact: You can also click on a data point and COMMAND click on another, you can run a change analysis report there too!
Create Scheduled Alerts
First, hover over a KPI chart and select the Create alert icon.
In the Set up your alert tab, you're going to toggle to the Scheduled alert option.
From here, enter information in the following areas:
How often
Select Hourly, Daily, etc.
Enter a set time (in UTC time)
Alert name
Enter a different alert name if needed
Add subscribers
Your name automatically appears in the box already
Select the box to choose which users and groups to subscribe to the alert.
Add a custom message if needed
You can also return to this section later to Subscribe and Unsubscribe users and groups.
🙏 For reference: If you created an alert and you only have View access to the Data Source, then the Subscribers are required to have View access to the Data Source. However, if you created the alert and you have Edit access to the Data Source, Subscribers do not need View access to the Data Source.
KPI query
This is where you can see what is being measured and grouped within the KPI.
Select Create alert and you are good to go!
Create Threshold Alerts
Threshold alerts are awesome to use when you need to monitor a specific set of data very closely.
Again, hover over a KPI chart and select the Create alert icon.
In the Set up your alert tab, you're going to toggle to the Threshold alert option.
From here, enter information in the following areas:
Condition and Threshold Value
Select a Condition from the dropdown (Greater than, equal to, etc.)
Enter a Threshold value (Ex: 50)
Update the Check for Threshold Condition options if needed
Alert name
Enter a different alert name if needed
Add subscribers
Your name automatically appears in the box already
Select the box to choose which users and groups to subscribe to the alert.
Add a custom message if needed
You can also return to this section later to Subscribe and Unsubscribe users and groups.
🙏 For reference: If you created an alert and you only have View access to the Data Source, then the Subscribers are required to have View access to the Data Source. However, if you created the alert and you have Edit access to the Data Source, Subscribers do not need View access to the Data Source.
KPI query
This is where you can see what is being measured and grouped within the KPI.
Select Create alert and you are good to go!
When a Subscriber gets an alert, it looks similar to this in their email:
Manage your alerts by going to the ellipses icon in the KPI and clicking Manage alerts.
Next Lesson: Working With KPIs in Insights