Results and outputs How-To

How to read KPIs, charts, and tables

Use metrics, charts, tables, and summaries to understand performance, compare outcomes, and identify important changes.

Guide details

Audience

Product users

Time

4 minutes

What this guide covers

Use metrics, charts, tables, and summaries to understand performance, compare outcomes, and identify important changes.

Start with KPI cards

Read metric direction carefully

Use charts for patterns

Use tables for record-level detail

Confirm what changed before acting

Step by step

Each step gives you the action, the reason it matters, and the visual state to look for before continuing.

Step 1

Use KPI cards to understand the result at a glance. Check whether each metric is better, worse, or needs more context.

Step 2

Use charts to understand trends, distribution, demand, capacity, timing, or risk movement before drilling into rows.

Step 3

Use tables when you need the exact assignment, stop, row, forecast, anomaly, risk score, extracted field, or document evidence.

Step 4

Before deciding, confirm metric direction, units, filters, and whether lower or higher is better for the selected product.

Tips

Do not judge the result from one metric alone.

Metric direction can differ by product.

Use table detail before acting on a surprising KPI.

Continue with nearby tasks in the same category.

Read the main result view, check the generated output, and understand whether the workflow produced a usable result.

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