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These docs are for v2.134. Click to read the latest docs for v2.208.

Progress #2 Chart Type

To create a KPI using the progress #2 chart type, follow the steps below.

  1. Create a report through Salesforce. You can learn how to do that in the Reports & Dashboards for Lightning Experience trailhead.
  2. In our example, the Report type is Points with Member and is Grouped By Currency.
  3. Save the report in the Public Reports folder. Its name will be "Challenge Members" (unique name "Challenge_Members_0IC").
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Report example - Progress #2 chart type

  1. From the Fielo Platform, go to the Tools tab.
  2. Enter the FieloLocal library and, from there, click on the Analytics section.
  3. Click New and provide the following information. The fields not displayed here can be left blank.
FieldValue
KPI NameChallenge Members
External IdChallengeMembers
Available ChartsProgress,Progress 2
LibraryFieloLocal
TypeChallenge
Report Filter
[
{
"Report Field": "Opportunity.FieloPLT__Member__c.FieloPLT__Program__c.Name",
"Operator": "equals",
"Record Field": "FieloPLT__Program__r.Name"
}
]
Report TypeStandard
Report Objective FieldRowCount
Report Unique NameChallenge_Members_0IC
Report Metadata{"size":"small","styleClass":"","cacheResults":true,"hideOnError":false,"rendered":true,"showRefreshButton":true}
📘

If you want to take a look at the report fields information, the KPI detail page has a button labeled View Details that should take you to the Visualforce page that displays some report runtime information.

  1. In the KPI record detail page, go to the Related tab and click new on the KPI Domains related list.
  2. Provide the following fields:
FieldValue
External IdClosedOpportunities
ChartProgress
DashboardDS-0001
(search for the one with external id = FieloPLTDashboardIncentivesDefault)
KPIClosed Opportunities
Metadata{"runMode":"sync","showAnimation":true,"limit":10,"size":"1x1"}
OrderThe last existing order in the chosen dashboard +1
  1. Access the Home tab in the Fielo Platform. The new KPI should appear in the Program tab inside the Command Center.