I was looking for a way to visualize KPI’s in a report and I ended up using a chess board to show the performance of a salesrep for 8 KPI’s.
Each of the KPI’s has a score from 1 to 8 where reaching a score above 6 is the expected behaviour.
Report catalog file: ChessKPIs
For this particular exercise, I just hard coded 8 KPI values but focused on how to visualize these. To make it work for real, it just needs any 8 columns with 1 row that have a value between 1 and 8, on any subject area or combination off subject areas to make it work.
This is a preview of what the report looks like in Sales Cloud.
