Overview
A KPI tracker shows a key number in your notes, either calculated live from a database or entered manually. Add an optional goal to show progress toward a target.
Choose what the metric counts or adds up, and refine the result with filters, number formatting, and color. A metric works on a page or a board card.
When to use it
Show how many tasks are complete out of all tasks in a database.
Track a total, such as revenue or hours, by adding up a database property.
Display a manually entered target or reported figure next to your notes.
Show progress toward a monthly, quarterly, or project goal.
Features and settings
Setting
Choose a value source
Use a database to calculate a live value, or choose Typed value to enter a number yourself. Pick the source that fits whether your figure should update from records or stay manually set.
Setting
Name the metric
Add a short title, such as “Open tasks,” so readers know what the number represents.
Setting
Enter a number
Set the value yourself when you choose Typed value, for example for a target or a figure you report on.
Setting
Configure the database metric
Choose what to count or add up, and set options such as filters, number format, and color. Use a goal when you want the number displayed with progress toward a target.
Built in
Show a number or progress toward a goal
Display one big number, a count of done records out of all records, or a number with a progress bar toward a goal.
Built in
Choose what counts as done
For a done-versus-total display, select a status, select, or checkbox property and the values that mean done.
Built in
Format the number
Set decimals, use short numbers, and add text before or after the number to make the value easier to read.
How to use it
Add a Metric block
In the editor, type / and search for Metric, then insert the block.
Choose where the number comes from
Open the block settings and select Database for a live value or Typed value to enter the number yourself.
Set its title and calculation
Give the metric a clear title. For a database value, choose what to count or add up and configure any relevant filters.
Choose how it looks
Select the number or progress display you need. Set a goal for progress tracking, then adjust number formatting or color in More options.
Where it works
On any page
In the / menu
Inside board cards
Turn other blocks into it
Own settings panel
Lara can add it for you
Examples
Open tasks
Count task records and show how many are done out of the total.
Monthly revenue
Add up a revenue property and use a filter to show the period you want to track.
Quarterly target
Enter a reported value or calculate one from a database, then show its progress toward a goal.
Tips · Limitations
Tips
Use a specific title so the meaning of the number is clear at a glance.
For done-versus-total tracking, choose a status, select, or checkbox property and specify which values mean done.
Add filters when you want the database calculation to focus on a period or owner.
Use Short numbers for large values, or choose the number of decimals that suits your metric.
Limitations
You can't turn a Metric block into another block.
A database-based metric shows each person the number their own access allows.
To count records as done, the database needs a status, select, or checkbox property.
Frequently asked questions
How do I track a KPI in my notes?
Add a Metric block, choose a database value for a live calculation or enter a number yourself, and give it a clear title.
Can a metric update automatically from a database?
Yes. Choose Database as the value source to calculate the number live from database records.
How do I show task progress?
Choose a done-versus-total display, then select a status, select, or checkbox property and the values that mean done.
How do I show progress toward a target?
Set a goal in the metric settings and use the progress display. The bar is full when the value reaches the goal.
Can I change how a KPI number looks?
Yes. Use More options to adjust number formatting and color. You can choose decimals, short numbers, and text before or after the number.
Build your next page with Metric
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