KPI Cards
This article explains how KPI cards work in Model Reef.
You will learn:
What KPI cards display.
How to configure their source values.
How to use them alongside charts and tables.
KPI cards highlight key numbers that matter for quick decision making.
What KPI cards are
A KPI card is a compact visual element that shows:
A single key metric value.
Optionally a label and description.
Sometimes a comparison or change indicator, depending on configuration.
Examples include:
Current cash balance.
Next twelve months EBITDA.
NPV, IRR or money multiple.
Peak funding requirement.
KPI value sources
KPI cards can usually be configured from:
Specific financial statement lines (for example Net Income, Closing Cash).
Derived valuation metrics (for example NPV or IRR).
Custom formula based KPIs that reference variables and drivers.
Aggregated values over a period window (for example sum or last value, depending on context).
You pick the source from a drop down or configuration panel.
Using KPI cards effectively
To use KPI cards well:
Limit them to the most important metrics for the audience.
Group related KPIs together, such as profitability metrics, cash metrics and valuation metrics.
Keep labels clear and consistent across dashboards and scenarios.
Use them as entry points to more detailed charts and reports where appropriate.
This makes dashboards scannable while still connected to deeper detail.
Reviewing and validating KPI cards
After configuring a KPI card:
Check that its value matches the underlying reports or charts you expect.
Confirm that period and scenario start and end dates match your intended view.
Update the description or notes if the KPI definition is non standard.
Good KPI discipline maintains trust in dashboard level summaries.
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