A “key number” allows you to highlight any KPI, item from the P&L or Balance Sheet, or any account. Key numbers are useful for seeing important metrics such as Gross Profit Margin, Total Revenue or Total Expenses at a glance.
Adding a key number
To add a key number into your report, proceed to the sidebar on the left side of the Report Editor and select the ‘Charts’ tab.
From there, select the Key Number. They can be recognised by the '123' icon, as shown below. Add these into your report by clicking, or dragging and dropping.
Editing a key number
Double click a key number to edit the properties. Then, from the top of the properties panel, click on the primary metric to change to another in the variable selector.
Key numbers can include additional information as well. A comparative can be selected for quick variance analysis. This will display a trend (in dollars, or as a percentage) against the prior period, the same period in the prior year, or against target underneath the key number.
Adding a sparkline will generate a small trend underneath the key number, showing its average performance. This is useful to get a sense of whether a metric is trending positively, or negatively over time.
You can also choose to show a description of the key number.
Sizing of key number
On a portrait page, the default width of a key number is 33%. This means it’s possible to fit 3 key numbers side-by-side across a page. When placed on a landscape page, you can fit 4 key numbers side-by-side.