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Overview: Metrics

The Metrics screen allows you to monitor all of the Metrics important to you in one screen and invite your teammates to do the same, so that can get aligned around the metrics that matter to your organization. 

The Metrics screen and Metrics Library are commonly used to verify what metrics you can pull and visualize using Databox, continuously monitor your top Metrics in one screen at any time, pick metrics to use for goals, setup alerts for metrics and build Databoards you can share with stakeholders. 

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, 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 metrics have increased or decreased by looking for a green or red line at the bottom of each Metric block or the green or red arrow right below the metric. 

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

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 My Metrics screen will be accessible in the Designer. To view these Metrics, navigate to the Metric Library section in the Designer. Click on the Show dropdown arrow and select Favorite.

How to add Metrics to the Metrics screen

IN THIS SECTION

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 available in Databox via our native integrations

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

What Metrics are automatically added to the Metrics screen?

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

Metrics that are used on Databoards and Scorecards 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 performance dashboards. This allows each individual in your organization to select the Metrics that are important to them. 

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 Metrics 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 Metric 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. 

Pro Tip: You can view your Favorite Metrics on your My Metrics page. To filter your favorite Metrics navigate to the Show filter  > Favorites.

To Favorite a single Metric, click the star icon in the top right of the block. 

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

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 Metric Detail Page

The Metric Detail Page allows you to see detailed data for a single metric. On this page, you can switch between metrics and check their data without building dashboards.

Pro Tip: You will only be able to view the Metric Detail Page if you have at least one Metric added to the Metrics screen.

Navigate to  Metrics to access the Metrics screen. Hover over the Metric you want to view details of and click the blue View details button. This will open the Metric Details Page for that specific Metric. 

You can also access the Metric Detail Page if you have the List View selected on your Metrics screen. Hover over the Metric you want to view details of and click the View details button. This will open the Metric Details Page for that specific Metric. 

How to use the Metric Detail Page

HOW TO

How to change the Metric

To change the Metric on the Metric Detail Page, navigate to the Metric drop-down.

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 are available in Databox. 

You can use the  Data Source drop-down to filter out metrics for a specific Data Source.

You can further filter the metric's results by using the Metric type drop-down to select between Favorite, Popular, Basic, Custom, and Calculated Metrics.

Pro Tip: By hovering over the i icon next to the metric name, you can view the metric description. You can also view the Data Source details (e.g. name, connection date, connection status, data timezone, user permissions) of the selected metric by clicking on the i icon. 

How to change the Date Range

To change the Date Range for the Metric, click the Date Range drop-down and select the Date Range that you'd like to view the Metric data for. Click the green Apply button to confirm the Date Range selection.

Learn more about Date Ranges here

On the Graph by drop-down, you can change the graph's granularity to view metric's data by day, month, etc. for the selected Date Range. Availability of granularity options for a metric depends on the Data Source's API.

Learn more about Granularity here.

On the Cumulative toggle, you can set a cumulative view of the metric's data on the graph. However, for certain Metrics and Date Ranges, the Cumulative option may be disabled in order to avoid displaying inaccurate data (e.g. to avoid adding together unique metric values).

How to Favorite Metrics

To Favorite a Metric, navigate to the star icon in the top right corner of the Metric Detail Page and click on it. This will add the selected Metric to your Metrics screen.

Pro Tip: You can view your Favorite Metrics on your My Metrics page. To filter your favorite Metrics navigate to the Show filter  > Favorites.

How to create Metric Digest

To create the Metric Digest for the Metric, click on the clock icon in the top right corner of the Metric Detail Page. By selecting this option, you will receive detailed Metric performance of this Metric via email every week.

Learn more about the Metric Digest here.

Pro Tip: By default the Metric Digest will be delivered every Sunday at 8 AM. It will include the metric performance data of the previous week (Sunday to Saturday). To change this option navigate to  Notifications > Metric Digest and click on the specific Metric. 

How to view and set Visualizations

On the Metric Details Page, you have the ability to view trends for the selected Metric. By hovering over the graph, you can view the individual data points for the Metric.

Pro Tip: The Visualization type of the Metric on the Metric Details Page is a Line Graph, and it can not be changed.

You can add the comparison line to the selected Metric by clicking the Compare checkbox. This will help you compare your current performance with the previous period.

Further, you can also add the Goal line to the Metric by clicking the Goal checkbox. This will help you analyze your performance against a goal you've set. Learn more about Goals here.

How to view popular Date Ranges

On the Metric Detail Page,you can see metric values for popular date ranges like Last Month, Week to Date, Month to Date and Year to Date. The percentage change is included to help you further compare the metric's performance to previous periods.

Pro Tip: The Date Ranges displayed are fixed and cannot be changed or rearranged 

How to switch between Favorite Metrics

To switch between Favorite Metrics, scroll down to the Favorite metrics section at the bottom of the page. Click the View button to switch to another Favorite Metric on the Metric Detail Page. 

From the list of your Favorite metrics, you can see metric values and its comparison with previous period. Using the Date range drop-down, you can select a different Date Range to view performance for a specific time period.

Further, you have the ability to sort Favorite Metrics by the default order they were added to the Metrics page, by name A-Z or Z-A, or by descending or ascending percentage change values.

How to access the Metrics Library

The Metrics Library gives full visibility into the Metrics that are available in Databox's native integrations, as well as any custom metric you create with Metric Builder or Calculated metric you create with Data Calculations. 

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.

Pro Tip: From the My Metrics screen, you can Favorite multiple Metrics at once. 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 My 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 My 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.