Overview: Metrics

The Metrics screen allows you to monitor your top Metrics in one place and ensures everyone is aligned around the appropriate Metrics to track.

The Metrics screen and Metrics Library are commonly used to help evaluate Databox for your specific needs, plan out the Databoards that you want to build, and continuously monitor your top Metrics moving forward. 

HOW TO

How to access the Metrics screen

The Metrics screen is a central location where you can align your team around the Metrics that matter most, monitor your performance, set Goals, and more.

Navigate to  Metrics to access the Metrics screen. 

How to use the Metrics screen

HOW TO

How to use the Metrics screen

The Metrics screen allows you and your colleagues to add any Metric to an infinitely scrolling list of Metrics and organize them using Tags. 

Once you add your Metrics, you can quickly scan the screen to see which numbers have increased or decreased by looking for a green or red line at the bottom of each Metric block. 

The Metrics screen also shows the Metric value and a blue sparkline to represent daily fluctuation

Currently, you can add and monitor as many Metrics as you’d like from the Metrics screen. In the future, in order to ensure performance and cover our costs, we may need to limit the number of Metrics you can monitor from the Metrics screen. 

The Metrics screen shows all Metrics that were added by you at the top, and all Metrics that were added by other users in your Account at the bottom. 

All Metrics that you have added to your Metrics screen will be accessible in the  My Metrics tab in the Designer.

How to add Metrics to the Metrics screen

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How to manually add Metrics to the Metrics screen

Navigate to Metrics and click Add Metric. This will take you to the Metrics Library where you have full visibility into the Metrics that are natively available in Databox. 

Using the Search bar, you can search for a specific Metric or keyword, like “Sessions.” This will show you all of the “Sessions” Metrics that available in Databox. 

You can also use the Data Source drop-down to narrow your focus and only view Metrics for a specific Data Source. 

Hover over the logo in the top right of each Metric block to view more information on the Metric itself. Add the Metrics that are significant to you to your Metrics screen by clicking Add to my Metrics. 

When adding Attributed Metrics to your Metrics screen, you will be prompted to select the Dimension that you would like to add. Learn more about Attributed Metrics here

What Metrics are automatically added to the Metrics screen?

Whenever you create a Goal, Alert, Calculated Metric, Custom Metric, or Favorite a Metric, the Metric will be added to your Metrics screen. 

If you create a Custom Metric that include Dimensions, the Dimension with the highest Metric value will automatically be added to your Metrics screen. If you'd like to select a specific Dimension to add to your Metrics screen, it must be added from the Metrics Library. 

Metrics that are used on Databoards in your Account are not automatically added to your Metrics screen. 

Invite Colleagues to Add Metrics

To invite colleagues to select Metrics, they must be added as a user in your Account. Learn how to add users to your Account here

Pro Tip: It's recommended that you encourage team members to add Metrics to the Metrics screen before building your official performance dashboards. This allows you to get visibility into the Metrics that are significant across your organization and create valuable Databoards to dive deeper into that data.  

How to change the Date Range

You have the ability to change the Date Range for a single Metric or for all Metrics on the Metrics screen. 

To change the Date Range for a single Metric, click the drop-down arrow next to the Date Range on the Metric block. This will open the Date Range drop-down list. 

Select the Date Range that you'd like to view the Metric for. 

To change the Date Range for all Metrics, click on the Date Range drop-down in the top right of the Metrics screen. Select the Date Range that you'd like to view all Metrics on the Metric screen for. 

Learn more about Date Ranges here

How to troubleshoot why "No Data is Available" for a Metric

You may see a message saying "No data available for this metric." 

This message signals that Databox does not have data for the selected Date Range. If the Metric is built using Query Builder, try editing the Custom Metric to include the Date Range you’d like to view. 

How to Tag Metrics to organize yourself and your team

From the Metrics screen, you have the ability to Tag single Metrics or groups of Metrics. You can filter by Tag at the top of the Metrics screen to view a specific group of Metrics. 

To Tag a single Metric, click the Tag icon in the bottom right of the Metric block. Click  + Create new to create a new Tag or Manage tags to edit any existing Tags. 

Select the appropriate checkbox(es) to add Tags to the Metric. 

To Tag multiple Metrics, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to Tag. This will expose a blue  Add to Databoard button in the top right of the screen. 

Click the arrow next to the  Add to Databoard button. From the drop-down list, select Add Tags. This will expose the Tags list so you can Tag the selected Metrics. 

Click Apply to apply the Tags to the selected Metrics. 

Learn more about Tags here

How to Favorite Metrics

From the Metrics screen, you have the ability to Favorite a single Metric or groups of Metrics. 

To Favorite a single Metric, click the  ... icon in the top right of the block to open the Metric drop-down list. Select Add as Favorite to Favorite the Metric and add it to your Home screen. 

To Favorite multiple Metrics, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to Favorite. This will expose a blue  Add to Databoard button in the top right of the screen. 

Click the arrow next to the Add to Databoard button. From the drop-down list, select Add to Favorites. This will add the selected Metrics to your Home screen. 

How to reorder your Metrics

You can rearrange Metrics on the Metrics screen by dragging and dropping the Metric block. This allows you to create the optimal view for you to quickly and efficiently monitor your key Metrics. 

How to filter the Metrics screen to show a subset of your Metrics

Use the Show drop-down to filter the Metrics screen to show all Metrics, Metrics you added, Metrics added by other users in your Account, or your Favorite Metrics. 

The Metrics screen can also be filtered based on Tag. Because of this, Tags should be used to organize your Metrics and create the views you need. 

In order to view Metrics for a specific Data Source, use the Data Source drop-down. 

How to remove Metrics from the Metrics screen

To remove a Metric from the Metrics screen, click the  ... icon in the top right of the block to open the Metric drop-down list. Select Remove.

You will only be able to remove Metrics that you added to the Metrics screen. You will not be able to remove Metrics that other users in your Account added to the Metrics screen.

How to add Metrics to a Databoard from the Metrics screen

From the Metrics screen, you can add a single Metric or multiple Metrics to a Databoard.

To add a single Metric to a Databoard, click the ... icon in the top right of the block to open the Metric drop-down list. Select Add to Databoard. 

This will open the Add Datablock window. From here, you will be prompted to select the Databoard where you would like to add the Datablock. You can also specify how you'd like to visualize the Metric at the bottom of the window. Click Add to Databoard to complete the process. 

To add multiple Metrics to a Databoard, click the checkbox in the top left of the block to select the Metric. Do this for any Metric you would like to add to the Databoard. This will expose a blue Add to Databoard button in the top right of the screen. 

Click the Add to Databoard button and select the Databoard where you would like to add the Datablocks. Click Select Databoard to complete the process. 

How to set a Goal from the Metrics screen

To set a Goal, click the  ... icon in the top right of the block to open the Metric drop-down list. Select Set Goal.

This will open the  Goal Setup window. From here, you can set a Goal for the selected Metric. 

Learn more about Goals here

How to set an Alert from the Metrics screen

To set an Alert, click the  ... icon in the top right of the block to open the Metric drop-down list. Select Set Alert.

This will take you to the Alerts page where you can set an Alert for the selected Metric. 

Learn more about Alerts here

How to access the Metrics Library

The Metrics Library gives full visibility into the Metrics that are natively available in Databox. 

Navigate to Metrics > Metrics Library to access the Metrics Library. Use the Search bar to search for a Metric, or select the Data Source whose Metrics you want to view from the Data Source drop-down list. 

How to use the Metrics Library

HOW TO

How to add a Metric to the Metrics screen

Using the  Search bar, you can search for a specific Metric or keyword, like “Sessions.” This will show you all of the “Sessions” Metrics that available in Databox. 

You can also use the  Data Source drop-down to narrow your focus and only view Metrics for a specific Data Source. 

Hover over the logo in the top right of each Metric block to view more information on the Metric itself. Add the Metrics that are significant to you to the Metrics screen by clicking  Add to my Metrics

How to add a Metric to a Databoard

To add a Metric to a Databoard, hover over the logo in the top right of the Metric block. Select Add to a Databoard. 

This will open the  Add Datablock window. From here, you will be prompted to select the Databoard where you would like to add the Datablock. Click Add to Databoard to complete the process. 

Pro Tip: From the Metrics screen, you can add multiple Metrics to a Databoard at once. When adding a single Metric to a Databoard from the Metrics screen, you also have the ability to select the visualization. Learn more here

How to Favorite a Metric

To Favorite a Metric, hover over the logo in the top right of the Metric block. Select  Add as Favorite. This will add the selected Metric to your Home screen and Metrics Screen.

Pro Tip: From the Metrics screen, you can Favorite multiple Metrics at once to add them to the Home screen. Learn more here

How to set a Goal

To set a Goal, hover over the logo in the top right of the Metric block. Select  Set your Goal.

This will open the Goal Setup window. From here, you can set a Goal for the selected Metric. Learn more about Goals here

When you create a Goal, the Metric will also be added to the Metrics Screen. 

How to set an Alert

To set an Alert, hover over the logo in the top right of the Metric block. Select  Alert me when this Metric....

This will take you to the  Alerts page where you can set an Alert for the selected Metric. Learn more about Alerts here

When you create an Alert, the Metric will also be added to the Metrics Screen.

How to remove a Metric from the Metrics screen

To remove a Metric from your Metrics screen, hover over the logo in the top right of the Metric block. Select Remove from my Metrics.

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