How KPI Insights Are Determined

Each KPI tile includes a sparkline showing historical performance for the selected period. The trend shown in the sparkline is based on completed periods only to avoid distortion caused by partial days or partial months.

The insight message beneath each KPI is generated using a trend analysis engine that evaluates the overall direction and consistency of the historical data. The analysis considers the overall trend, the consistency of the trend, and the magnitude of change over time. Rather than simply looking at whether a metric increased or decreased from the first point to the last point, the analysis considers the underlying trend, confidence level, and magnitude of change to determine whether performance is:

• Gaining momentum
• Improving
• Holding steady
• Softening
• Weakening

Insight wording is tailored to the specific KPI. For example, Labor % is interpreted as an efficiency metric, where a declining labor percentage may be considered an improvement, while Sales, Vehicles, and Ticket Average generally follow traditional upward/downward performance expectations.

The goal is to provide a practical business interpretation of the trend rather than a simple mathematical description of whether the line is moving up or down.

This is why you may see the following:

Although the trend line is moving upward, the overall pattern is not strong enough to indicate meaningful growth.
 

In contrast the image below, while it has a similar angle is showing some actual improvement in the Ticket Average.