Quick introduction
To see your KPIs on a dashboard, you first need to create some formulas. Formulas are based on the data in your data sources, and they allow you to do different calculations, add filters, show the latest data, and more.
All formulas are universal and reusable across all Plecto features.
You can use the same formula to see your sales of today, for the current month, by team, employees, and more.
How to build a formula
All formulas are built in a formula editor. In Plecto, we offer two editors – Visual and Advanced. The Visual editor is more user-friendly, and the Advanced is more Excel-like and allows to create more complex formulas (for example, IF statements).
How to create a new formula in the Visual editor
Go to Formulas > New formula.
Give the formula a clear title. Something that describes its purpose and will be easy to find in your formula list.
Click New component.
Choose Data function in the top left. This is the only data-source-based component.
Select a Data source.
Choose a Function. For example, Sum of will sum all the registration values from a field; Number of will count how many registrations there are in the data source. Hover over the little info icon next to each function to see what it does.
(Optional) Change the date field. By default, Plecto will build formulas based on the default date in the data source, which serves as a reference point for your KPI. You can choose a different date field in this step.
(Optional) Add a filter. Filtering allows you to get specific data, such as sales from a specific customer, see how many inbound calls you've received, etc.
Once ready, click Done.
Check that the Number format on the left matches your desired formula output. For example, if you're looking to show a customer's name, make sure to change the format to Text.
(Optional) Add conditional colors, prefix, or suffix.
Click Save in the bottom-right corner.