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KPI and summary blocks are meant to answer the top-level question quickly. In Oculon, you can achieve this by using the Metric chart type on your board cards.

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The Metric Chart Type

While Bar and Line charts excel at showing comparisons and trends, the Metric type is designed for high-impact KPI reporting. You can switch any chart card to the Metric type via the Chart Type dropdown in the configuration panel.

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UI and Capacity

The Metric view is optimized for density and clarity:
  • Up to 4 Metrics: A single card row can hold up to 4 distinct metrics, allowing you to group related KPIs (e.g., Revenue, EBITDA, Cash Flow, Burn) in one component.
  • Unified Configuration: The setup for Metric cards is identical to Bar and Line charts, making it easy to apply existing variables and logic.

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Visualization & Sparklines

To add context to your static numbers, you can toggle Sparklines (mini line charts) on or off for each metric. This provides a quick visual of the trend leading up to the current value without cluttering the board with full-sized charts.

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Filtering & Operations

Metric cards support the same advanced operational features as standard charts:
  • Scenario Comparison: Switch between scenarios to see how your headline metrics change under different assumptions.
  • Dimension & Time Filters: Add component filters directly to the card. This allows viewers to filter the summary data by specific dimensions (e.g., Department, Region) or time ranges instantly.
  • Consistency: All filter actions - Time, Dimension, and Scenario - work exactly as they do in Bar and Line chart configurations.
A strong KPI block shows one important metric, the right unit, and enough context for the viewer to interpret the number correctly.

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Use summaries to frame the page

Place the most decision-relevant metrics near the top of the board. These summary blocks should prepare the viewer for the rest of the page, not repeat it.

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Avoid KPI overload

Too many summary blocks compete for attention. If every number is treated as headline content, none of them are.