And we’ll get one row of results per archived value: The KPI Value Chart on the Goal Status tab of the KPI also provides a visual representation of this information. How can we export KPI data? Expanding upon the steps outlined above, we can export this KPI data from the query directly into Excel. Or, we can go to Administration > Export and export from the ad-hoc query, to put the output from the query into Excel. Finally, we can create a KPI Instance export definition, output the fields we want there, and then go to Export and export using our KPI instance selection AND the export definition we created. KPI Dashboard does not appear to be in WebShell 2.94. We see it in SmartClient. Is it in a different place in Web Shell? This was a low priority bug for Web Shell in 2.93 and 2.94, and as such it was fixed for version 3.0 and will not be patched back, unfortunately. We can access the KPI Dashboard in Web Shell by searching in the features search at the top of the browser. And while we cannot edit the KPI Dashboard from web shell in these versions, we can edit it in Smart Client and view those updates in Web Shell. Can we view Dashboards from a smart phone? The KPI Dashboards are accessible via Mobilize functionality. If you go to your CRM Start Page and click the Mobilize tile, you’ll be able to get the link for KPI dashboards. For Web Dashboards, if you are on version 2.93 or higher and can use Web Shell, you’ll be able to log in and see your entire database as you would from a desktop browser – including your Web Dashboards. Is there a way to set up KPIs on Productivity? Ex: Gifts processed, records added or edited, deceased constituent processing, records merged, attributes added, etc.
And we’ll get one row of results per archived value: The KPI Value Chart on the Goal Status tab of the KPI also provides a visual representation of this information. How can we export KPI data? Expanding upon the steps outlined above, we can export this KPI data from the query directly into Excel. Or, we can go to Administration > Export and export from the ad-hoc query, to put the output from the query into Excel. Finally, we can create a KPI Instance export definition, output the fields we want there, and then go to Export and export using our KPI instance selection AND the export definition we created. KPI Dashboard does not appear to be in WebShell 2.94. We see it in SmartClient. Is it in a different place in Web Shell? This was a low priority bug for Web Shell in 2.93 and 2.94, and as such it was fixed for version 3.0 and will not be patched back, unfortunately. We can access the KPI Dashboard in Web Shell by searching in the features search at the top of the browser. And while we cannot edit the KPI Dashboard from web shell in these versions, we can edit it in Smart Client and view those updates in Web Shell. Can we view Dashboards from a smart phone? The KPI Dashboards are accessible via Mobilize functionality. If you go to your CRM Start Page and click the Mobilize tile, you’ll be able to get the link for KPI dashboards. For Web Dashboards, if you are on version 2.93 or higher and can use Web Shell, you’ll be able to log in and see your entire database as you would from a desktop browser – including your Web Dashboards. Is there a way to set up KPIs on Productivity? Ex: Gifts processed, records added or edited, deceased constituent processing, records merged, attributes added, etc.