Tree Chart - KPI Tree & KPI Row

The KPI Tree lets you break a top metric into the drivers behind it, in one view. Instead of jumping between dashboards, you can: see the headline KPI understand what changed trace it back to the source



The KPI Tree lets you break a top metric into the drivers behind it, in one view.

Instead of jumping between dashboards, you can:

• see the headline KPI

• understand what changed

• trace it back to the source

Why teams use it

Teams struggle to answer:

• “Why did this number move?”

• “Which area caused the change?”

• “Where should we act?”

Most tools split this across:

• KPI tiles

• drilldowns

• separate charts

This keeps everything connected in one place.

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What you can build

KPI Row (quick status)

Use when you just need a fast read.

• Revenue, Conversion, Churn side by side

• Weekly or exec reporting

• Same KPI cards used in the tree

• Consistent, scalable style, in a single object

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Dimensional KPI Tree / KPI Trellis (explore deeper)

Use when you want to break a single KPI across a dimension. Spot outliers and key drivers instantly, seeing what’s high / low at a glance.

• Take one KPI (e.g. Revenue, Conversion Rate)

• Split it by a dimension (e.g. Region, Product, Channel)

• Each value becomes its own KPI card or mini-tree

This gives you a grid of comparable KPIs instead of one hierarchy.

Examples

• Revenue by Region

• Conversion Rate by Device

• Churn by Customer Segment

Use it when

• You care about comparison, not hierarchy

• The dimension is flat (no parent/child)

• You want fast scanning across groups

Explaining Root Cause & Movement with the KPI Tree

Use when you need to explain change.

• Start with a top KPI

• Break into drivers (e.g. Region → Product → Channel)

• Show both value and change at each level

This is where most teams spend time, answering why.

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Configuring the KPI Tree

Step 1: Define your nodes Dimensions & Single KPI ​ or Multiple Measures / KPIs	
Step 2: Choose your layout Tree (for analysis) Cards (for overview)	
Step 3: Style your KPI cards Number formats (%, currency, compact) Colour rules (good vs bad) Segment visibility	
Step 4: Organise your cards Click the pencil to drag and drop your cards into hierarchies	

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Key Capabilities

Interactive by default

• Node selection (filters downstream)

• Brushing (highlight related measure on hover)

• Bookmark support (state, zoom, expansion)

• Works with existing selections

Flexible layout

• Top-down or left-to-right

• Auto-fit layout

• Stable positioning when expanding

• Expand / collapse

  • Open specific branches

  • Set default state (e.g. fully expanded)

  • Control via variables

Clear visual signals

• Positive / negative colouring

• Direction arrows

• Connector lines inherit colour from children

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Known Limitations

• Measures are supported for the lowest level of dimensions / lowest level of hierarchy