Multiple Metrics on one Tile

Discover the process of designing a Tile that showcases various Metrics

Your Board or Management may request the consistent provision of a Dashboard containing specific Metrics. 
In order to maintain a clear and easily comprehensible presentation, it may be advisable to consolidate specific Metrics within a single Tile. For instance, you could consider combining metrics such as Revenue, Gross Margin, and EBITDA. This article explains the process of creating a Tile with the above Metrics step by step.

• Add a Section with the right Metrics to the Custom Table
• Add Global Drivers to calculate each Metric
• Add a Tile to the Dashboard

Add a Section with the right Metrics to the Custom Table

To add a new Section to the Custom Table navigate to Settings ⚙️> Custom Tables. You can create a new Custom Table and add a Section to it or use an already existing Custom Table.

In this example, we will use the existing Custom Table called "KPIs". 

To add a new Section with Metrics that should be presented under Tile:

1. Click on "+ Add Line"
2. Switch New Line to Section, and call it Dashboard Metrics
3. Click on the "+ Add Line" button below the created Section and add three new Lines:
   1. Revenue
   2. Gross Margin
   3. EBITDA
4. Keep Format as Money ($)
5. Apply the right Colors
6. Uncheck "Allow Import"

Add Global Drivers to calculate each Metric

Once a Custom Table is adjusted to include a Dashboard Metrics Section, navigate to 📈Plan > KPIs Custom Table and add Global Drivers.  

To add a Global Driver [GL] click on . . . next to Revenue, Gross Margin and EBITDA > Add Global Drive Custom:

Revenue Global Driver [GL]:
Input 1: Revenue for all Departments & Accounts
fx: x
Input 2: Constant 1
Start Date Type: Min Date
End Date Type: Max Date

Gross Margin Global Driver [GL]:
Input 1: Gross Margin $ from Margins
fx: x
Input 2: Constant 1
Start Date Type: Min Date
End Date Type: Max Date

EBITDA Global Drivers [GL]:
EBITDA should be calculated as Net Income + Interest Expense + Income Taxes + Depreciation & Amortization. Global Drivers [GL] as based on two Inputs, so we need to add 2 Global Drivers [GL]:

• Global Driver [GL] 1:
  Input 1: Net Income $ from Margins
  fx: +
  Input 2: Interest Expense
  Start Date Type: Min Date
  End Date Type: Max Date
• Global Driver [GL] 2:
  Input 1: Income Taxes
  fx: +
  Input 2: Depreciation & Amortization
  Start Date Type: Min Date
  End Date Type: Max Date

Add a Tile to the Dashboard

Each Metric that needs to be housed under the Tile is now calculated via Global Drivers [GL]. To add a new Tile navigate to Dashboard >  Actions > Tile:

Tile Name: Metrics
Series: Custom Table as Category, Table Table: KPIs. Line: Dashboard Metrics

Source: Plan 3/24 (or any other Plan or Actuals)
Compared To: None
Periodicity: Monthly
Range: This Year (or any other Range)
Tile Type: Line Chart Tile
Display: Children
Show Actuals Until: Max
Zero Rows Formatting: Hide Zeroes
Data Labels: On for Show Values and off for Show Series Name
Legend: Show Legend turned on

As a last step, customize (move and/or resize) the Tile:

• To move a Tile, simply drag and drop it to the new location. Other tiles will automatically re-arrange to fill in any gaps created by the move
• To resize a Tile, click the bottom right corner of the tile and drag it outwards or inwards to resize. Other tiles will automatically re-arrange to fill in any gaps created by the resize