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

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
}

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:

Can the record Id be passed to a GridMate component on Experience Cloud?

Yes. GridMate supports this functionality. You can define the recordId property using the syntax "{!recordId}".

Can I use GridMate internally at a discounted rate?

Yes. We offer discounted internal licenses to partners for hands-on use and demos.

Does GridMate store or process data outside of my Salesforce Org?

No. GridMate is a native Salesforce package. We do not store or process any data outside of Salesforce. All our components are metadata-driven and built on Salesforce APIs.

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