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🌟Unlock Insights Instantly: How to Configure KPI Cards in SAP Sales and Service Cloud V2

pvsbprasad
Active Contributor
3 weeks ago
1,164

Keeping track of performance metrics shouldn't require navigating across multiple apps or digging into reports. With SAP’s KPI Cards on the Home Page, administrators can now offer end-users a personalized dashboard that pulls real-time data from various applications—right at their fingertips.

In this blog, we’ll walk through how you, as an administrator, can create and configure KPI cards to help your users stay focused on what truly matters.

🎯Why KPI Cards?

KPI (Key Performance Indicator) Cards give users a quick snapshot of essential metrics like sales Quotes  and opportunities. These cards are highly configurable and serve as visual indicators to drive data-informed decisions.

🔧Prerequisite: Enable the KPI Cards Feature

Before you start, make sure KPI Cards are enabled in your system.

📌How to enable:
Raise a case under the component CEC-CRM-PM-PF with the subject:"Enable Creation of KPI Cards" 

🧭 Step-by-Step: Create Your KPI Cards

Once the feature is enabled, here’s how to set up KPI cards on your SAP Home Page:

  1. 🏠Enter Adaptation Mode

    • Navigate to your Home Page.
    • Open the User Menu and select Start Adaptation.
    • An orange bar will appear at the top, indicating that you're now in adaptation mode.

  2. 🧩 Access the Card Editor

    • Hover over the border of the My Cards section.
    • Click the pencil icon (Edit) to open the Create Cards pop-up.

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  • ➕Select a New KPI Card – Click on the “+” (Create Card) button to start creating a new KPI card.
  • 🧭 Access Tools and Applications – Once selected, the "Tools and Applications" section will appear.
  • 📂Choose Application – From the list, select the application that contains the data source for your KPI.

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  • 📊View Card Types – You will now see options for Standard Cards and KPI Cards.
  • ✅Select KPI Cards – From these, choose “KPI Cards” to start configuring a performance metric card.

 

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  • ➕Add Available KPI Cards – You’ll now see available options like Leads and Quotes under the KPI Cards section.
  • 🖱️ Click the “+” Button – Select the cards you want to add by clicking the “+” icon next to each, then click Apply to confirm.

 

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  • ✏️Customize the KPI Card – Hover over the newly added card and click the pencil icon to edit.
  • ⚙️Edit KPI Card Settings – In the Edit KPI Card dialog:
  • 🔽Use the Saved Filters dropdown to apply a predefined filter.
  • 📊Select the relevant metric from the KPI Fields dropdown.
  • 📈Choose your preferred Graph Type (e.g., bar, line, donut, etc.).
  • 💾Save Configuration – Click Apply to save your customized KPI card setup.

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  • 🚪Exit Adaptation Mode – Once all configurations are complete, click End Session to exit adaptation mode.
  • 🏠View Your Dashboard – Your personalized KPI card is now live and visible on your SAP Home Page for real-time insights.

🧩 Use Cases

  • 👨‍💼Sales Managers – Easily track pipeline performance and conversion metrics in real-time.
  • 🛠️ Support Leads – Monitor open ticket volumes, resolution times, and service efficiency at a glance.
  • 📊Executives – Instantly view top-level KPIs like revenue, growth, or customer satisfaction on the homepage.

✅Final Thoughts

With just a few clicks, you can transform the SAP Home Page into a personalized dashboard that surfaces critical metrics for your team or organization. Whether you're focused on operational performance, customer service, or sales growth, KPI Cards offer a clean, visual, and customizable way to stay informed.

 

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