Record KPI
Record KPI

Record KPI

Turn key metrics into instant insight.

Display key metrics as sleek, configurable visuals that make performance instantly visible. With Record KPI, you can spotlight critical number or percentage fields like revenue, probability, or amount - directly on your record pages for faster, more informed decisions.

Bring key metrics front and center.

No-code KPI field configuration

Turn raw fields into meaningful insight with just a few clicks.

  • Graphical value display: Surface key number or percentage fields in a bold, visual format.
  • Supports currencies and percentages: Ideal for revenue, progress, probability, and more.
  • Pair with Record Layout: Seamlessly integrates to enrich your record detail views.
  • Color customization: Use color logic to make each KPI instantly scannable.
  • Effortless configuration: Low-code setup for selecting fields and styling output.
No-code KPI field configuration

See the Record KPI
in action!

Frequently Asked Questions

How frequently is GridMate updated?

GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.

Is GridMate a managed package?

Yes. GridMate is a Salesforce-managed package, which means it’s securely versioned, upgradeable, and adheres to Salesforce’s best practices for packaging, deployment, and security. This ensures a clean upgrade path and minimizes risk across sandbox and production environments.

What is GridMate?

GridMate is a Salesforce ISV on the Salesforce AppExchange, offering 30+ Lightning components designed to boost adoption, utilization and productivity within Salesforce by enhancing its user experience and overcoming native limitations.

Rated 5 stars on AppExchange, GridMate is industry-agnostic and designed for a broad spectrum of use cases, empowering end users with the confidence and tools they need to excel in their day-to-day Salesforce tasks efficiently.

Does GridMate support archived data filtering?

Yes. GridMate supports archived data via admin-defined filters. Use the following JSON string to enable archived row visibility:

{
    "gmpkg__allRows": true
}

Is GridMate a Salesforce-certified solution?

Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.

You can explore GridMate’s features and customer testimonials here.

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