Metrics serve as a quantifiable measure to monitor and evaluate the performance of specific business areas, playing a crucial role in the planning process by enabling the creation of measurable, fair, and achievable sales plans.
Summary metrics panel
The summary metrics panel provides users with easy access to useful metrics as they navigate the platform. You can create custom key metrics that display in the summary metrics panel.
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Key features
The summary metric panel displays the following key components (refer to the corresponding letter from the image map for a description):
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Metric title
Time-series metrics—indicated by a dynamic bar graph illustrating metric breakdown over time. Hover over each time period to reveal associated variances and actual values.
Scalar metrics—indicated by a numerical value.
Menu—available options depend on the type of metric:
Pin—pins the metric to a selected decision center.
Remove—removes the metric from the summary panel.
Group By—groups data by selected time time period (Month, Quarter, Half Year, Year)
Show Target Attainment—displays data by selected target attainment, if any.
Show Rate of Change—displays data by the selected rate of change (Over Last Month, Over Same Month Last Period).
Time period—displays data during the selected time period which includes:
Fiscal Year—display all data for the selected fiscal year.
Trailing—display data over the indicated amount of time (7 days, 30 days, 90 days, 12 months, 24 months, 36 months).
To Date—display all data within the most recent month, quarter, or year up to the current date.
This—display data for the current month, quarter, or year.
Last—displays data for the last month, quarter, year, 2 years, or 3 years.
Next—displays data for the next month, quarter, year, 2 years, or 3 years.
Custom—display data within a selected date range.
Note
When a target is denied for a displayed metric, the panel also indicates progress toward meeting these goals.
Metric colors
Red indicates calculated variances
Green represents actual values
Grey indicates future targets.
Add metrics to the summary panel
From the summary metrics panel, click Add Metric.
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From the Metric dropdown, select the metric you want to display.
Click Confirm.
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