KPI and Metrics web part (without targeting)

[origami]

KPI and Metrics dashboard web part helps your employees see the company and individual performance at a glance.

On the page where you’d like to see the web part, add this web part:

Adding/Updating KPI content

To create a new or update KPI metric, open the web part properties by clicking Add/Remove KPIs button:

In here, you can set:

1. Title - this will be displayed at the top of the metric (Sales, Gift Card Redemption, Cancellations etc)

2. Value - this is the metric displayed in large font. It can support text or number format

3. KPI Trend will show and arrow next to the metric depending on the specified trend (up, down, or none).
   

   

4. Details - optional text below the metric (this week, this month, this quarter, or any other qualifier). If you provide the URL, the KPI will point the user to a chosen URL, like this:
   

   

5. Color - HEX color for each KPI item. This can be set to a default value and hidden.

Updating KPI colors and style

• You can change the color used by each of the sequence steps. Simply enter the color HEX in the [Color] field for the item. For example you might want to show green color when the metric means “good”. Here is where you can pick any HEX color: https://htmlcolorcodes.com/
• You can also hardcode a default color when setting up the list so that less advanced users don’t have to fiddle around with the HEX when adding or updating the sequence.
• Finally, you can automatically set the color depending on your criteria using PowerAutomate workflow

Change Color & Styles

Font Sizes

Connect and show live KPIs from Power BI

Available in KPI web part– Version June 12, 2025
You can make it so the web part reads data for specific cards directly from Power BI while other cards can be static.

This walkthrough shows you how to create a compatible PowerBI report which can be consumed by the KPI web part: Admin Setup: Connecting Origami KPI web part to read data from PowerBI

Once the connection is set up, PowerBI will handle the data (and the refresh) and your KPI will always stay fresh:

Connect to Excel file

Available in KPI web part– Version Jul 9, 2025

You can make it so the web part reads data for specific cards from Excel file uploaded to SharePoint document library.

To configure this:

1. Upload an Excel file to any document library on the site.
   Example format we use here:
   

   

2. Point KPI web part to this file from web part properties
   

   

3. In KPI web part type cell Column+Row to read data from that specific cell.
   Example: Cell A3 is from Column “A”, Row “3”
   

   

NOTE: Any data updates to Excel file will be updated inside the web part automatically wit 1 minute delay for performance reasons.