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.
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.
See the Record KPI
in action!
Frequently Asked Questions
Does GridMate support dependent picklists?
Yes. GridMate supports dependent picklists, including dependent record type picklists.
Should we grant a GridMate license to every user?
No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.
We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:
How is GridMate priced?
GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.
- $11 per user/month when billed annually
- $14 per user/month when billed monthly
This pricing covers everything - no add-ons, feature gating, or hidden tiers.
Discounted Tier
We offer a 50% discount (for up to 10 licenses) to:
- Eligible Non-Profit Organizations
- Certified Salesforce Consulting Partners
Large volume
We offer tailored pricing for:
- Organizations with a large number of users
- Experience Cloud login-based license models
- Multi-org Salesforce environments
Contact us to explore volume discounts or discounted tier eligibility.
Does GridMate support inline editing for multiple record types?
Yes. GridMate supports inline editing for multiple record types simultaneously. Dependent picklists are respected as well.
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.
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