How to Create a New KPI Widget Showing All Member Data in a Peer Group

You can use KPI template widgets to display all members' data in a peer group. This article shows the steps on how to do this. 

Prerequisites 

Adding KPI template widgets is restricted to Group Leaders only. Team members have view-only access to the benchmarks. 

Displaying data for tenants in the current peer group

To show the company data of all members of a specific peer group, you will create a new KPI template widget and add this new widget to the peer group's KPIs. 

1. Create a new KPI template widget.

1. 1. Go to Datasets on MSPbots and click New. 
      
      
      
      
   2. Fill in the following fields in the New pop-up window: 
      
      
      
      
      • Name - Enter a unique name. 
      • Integration - Select an integration. 
      • Role - Select one or more roles. 
      • Client 
      • Status 
      • (Optional) DA 
      • (Optional) PO 
      • (Optional) Ticket URL  
      • On the Default tab:
        1. Select SQL Query as Data Source Type. 
        2. Enter ”tenant_code = {tenant_code}“ in the SQL field.
      • Description  
   3. Click Confirm. 
   4. Go to KPIs in the MSPbots app. 
      
       
      
      
   5. Click New to open the Widget Builder window.
      
      
      
      
   6. On the Widget Builder, go to Dataset and create a widget using the dataset you have just created. Configure the remaining parameters as needed. You can take a look at our help articles for instructions on creating widgets. 
      
      
      
      
      
   7. After configuration, click Save and Apply to keep the settings.