Selecting the right metrics to track is the foundation of effective reporting. The Metric Library gives you an easy way to browse and manage all the pre-configured metrics available to you in Databox.
One reason people often underuse data is because they don’t know what to track! Picking the right metrics for your dashboards and reports can seem like an overwhelming task, but it’s critical for success. Without a good system for selecting the most important metrics, you may find the process of picking metrics to be:
Whether you’re creating a dashboard, report, or simply browsing through metric options, the Metric Library is a great place to start. It’s here that you can browse all the metrics offered natively in Databox—from every integration. This includes integrations you don’t have connected yet so you can see what’s possible.
To get there, go to the Metrics tab on the left-hand sidebar in your Databox account. Then click on the Metric Library tab at the top of the screen. From here, explore the thousands of metrics in Databox. You can use the search bar and filters to narrow your search results and find exactly what you’re looking for.
Once you find a metric that interests you, hover over it, and click the “…” button that appears in the bottom right corner. The definition for the metric will be shown at the top of the popup screen. There are a list of actions you can take below this definition.
Let’s say you’re a busy manager and you want to set a goal for website sessions. This is probably a metric included in one (or five) of your dashboards or reports. But digging through your dashboards and reports takes time, and you want to get it done quickly.
You can manage individual metrics many ways straight from the metric library. Here’s a few actions you can take:
Here’s how:
Go to your metric library and search for the metric you’re looking for in the search bar. Not sure what you’re looking for? Filter the results by integration and see what your options are.
Once you find the metric you want to manage, hover over the metric, click the “…” button that appears in the bottom right corner. From here, select the action you want to take and follow the prompts. That’s it!
Chances are you have a lot of client data organized in dashboards and reports. While crucial to the success of your projects, sifting through all of this data can take time. So what do you do if you need a quick health check on your client’s progress but don’t have time to filter through all the data?
“Favorite” the most important metrics! You can do this straight from the metric library. Once you have favorited your chosen metrics, you will find them right on the home screen. From the home screen, you can check the status of these key metrics in a glance.
Go to the metric library and find a metric you want to favorite. Hover over the metric and then click the “…” button that appears in the bottom right corner. From here, click “Favorite”. That’s it! You’ll now find this metric on the home screen.
Narrow down your search! Use the “Browse by data source” filter at the top of the metric library to find metrics available for a specific integration. Search for the data source using the search bar that pops up, or simply scroll down the list. Remember that metrics available in the Metric Library are only the start—see how you can build even more metrics with the Metric Builder and API tools.
The metric library is available to you while you are editing or designing a dashboard, so you can see the metric possibilities. To use this feature, create a new dashboard or go to an existing dashboard and select Edit. Once in the Designer, click the top graph icon on the left-hand sidebar. This will prompt the Metric Library to open on the left-hand side of your dashboard.
For some metrics, it’s possible to create custom metric definitions. Let’s say your team uses specific terminology or interprets a metric in a unique way. You can edit metric definitions in the metric library to reflect these differences and better support your team or clients. Simply go to the metric library, hover over the metric you want to manage, click the … button, and then select Edit metric definition.