What is the first step in setting up a KPI portlet on the home dashboard?

Adding metrics to the home dashboard is the foundational step in setting up a KPI portlet. The KPI portlet is designed to display key performance indicators relevant to an organization's goals. Before you can customize how those indicators will appear or analyze trends, it's essential to establish which specific metrics you want to monitor. This ensures that the data being visualized is relevant and tailored to the organization’s needs.

Once the metrics are added, you can proceed to configure other elements, such as the KPI headline, popup trend graphs, and KPI meters. Each of these additional configurations enhances the KPI portlet but relies on having those initial metrics in place as a starting point. Without establishing the metrics first, you wouldn't have any data to display or analyze, rendering further configurations meaningless.