How to visualize data in Creatio using KPI cards

Large lists in CRM are convenient for detailed work but do not always allow for a quick overview. Syntech Tile View for Creatio transforms records into interactive cards with key indicators and helps organize data visualization in Creatio without development.

In the video, the component is configured in Freedom UI Designer and used to display project data. On one screen, the user sees the actual value, plan, and percentage of completion, and can also navigate between hierarchy levels.

KPI cards instead of overloaded tables

Tile View presents information as compact tiles. Cards show Fact and Plan values, completion percentage, and a progress indicator. This format helps to compare results faster and notice records that require attention.

The demonstration uses a multi-level structure: Portfolio → Program → Project. The user clicks on a card and moves to the next level without searching for the desired record in a long list. At the lower level, related records open in the familiar tabular format.

How to configure Tile View in Freedom UI

The component is added to the desired page in Creatio Freedom UI Designer. Then the administrator:

• selects the source object;

• defines hierarchy levels;

• assigns an object for each level;

• selects fields to be displayed on the card;

• configures plan, fact, and progress indicators;

• saves the page and checks the result.

Settings are made through the component's properties. No separate interface needs to be created to change the card structure or fields.

What scenarios is Tile View suitable for?

Interactive representation is useful where data has several levels and needs to be evaluated from general to specific. For example, the component can be applied to portfolios, programs, and projects, as well as other Creatio objects with similar structures.

Tile View does not replace Creatio records. It creates a clear entry point to them: first, the user sees KPIs and progress, then opens the desired category and proceeds to detailed information.

Advantages of Syntech Tile View for Creatio

• clear visualization of CRM data;

• KPI cards with plan and fact indicators;

• navigation through multiple hierarchy levels;

• quick transition from aggregated metric to records;

• configuration in Freedom UI without programming.

Frequently Asked Questions

Can Tile View be used not only for projects?

Yes. The desired Creatio object and level structure are selected in the settings, so the component can be adapted to other business data.

Are detailed records available after viewing KPIs?

Yes. In the video, after navigating through the card levels, the user opens a list of records on which the view is based.

Is code required for initial setup?

Basic setup is performed in Freedom UI Designer via the component parameters.

Learn more about Syntech Tile View for Creatio on Creatio Marketplace.