Table of Content

Metric Digest

Get Personalized KPI Updates Right in Your Inbox

Staying on top of your metrics is easier said than done. The Metric Digest is a set-it-and-forget-it way to get automated updates right in your inbox.

3 min read

After reading this guide, you’ll understand…

  • How to set up metric digests 
  • Ways you can use metric digests to improve performance
Why Use The Metric Digest?

Spot important trends early 

It’s crucial to keep an eye on your key metrics to ensure you spot any issues (or successes) early. Without automated reminders, it’s easy to forget to check in on KPI performance. When you set up the metric digest, you’ll get…

  • Automated updates to your inbox: Get a weekly update of your most important metrics—right to your inbox. 
  • Custom email sends: Select the day and time you want to receive your metric digest each week, as well as the date range you want to see data for. This will give you the right insights, at the right time. 
  • Insights to make data-driven decisions: Weekly KPI updates will give you the regular insights you need to make better decisions for your business or clients.

The Metric Digest is an automated, weekly email with updates on the metric of your choice. It includes a chart with a visual representation of your data, as well as a data story providing an analysis of the progress of your metric. In this lesson, we’ll show you how to set up your Metric Digest, and how to use it to improve performance.

How To Use The Metric Digest

Set up your Metric Digest(s)

Setting up a Metric Digest is easy. To get started, go to the Notifications tab in the left hand sidebar in your Databox account. Select the Metric Digest tab at the top of the screen, and then click on the green + New Metric Digest button in the upper right corner.

You’ll be taken to the Metric Digest setup screen. From here, you can set all of your custom specifications for your digest. Select the metric you want to track from the Select a metric dropdown. Select the time you want to receive your weekly digest under the Delivery time section. There are preset times to choose from, or you can set a specific time using the Custom button. 

You can also select the date range you want to see data from in your digest. In the Data from option, select from these date ranges: 

  • Last week 
  • Week to date
  • This week
  • Last 7 days 

For example, if you select ‘Last week’ as your date range, your metric digest will show you data points from the previous week (Sunday through Saturday). There is a preview on the right-hand side of the Metric Digest setup screen where you can see the chart and data stories you’ll receive in your digest. 

 

How To Use The Metric Digest

You’ve set up your weekly Metric Digest. Now what? 

Weekly insight into your key metrics can help you improve performance a few ways: 

  • Catch trends early: Spot any important downward trends in key metrics before they get out of hand. Recognizing trend shifts early will allow you to problem-solve and adapt quickly so you can get back on track.
  • Set realistic goals and expectations: Understanding your metrics week-by-week will help you set better goals and more realistic expectations with your team or clients. 
  • Share progress with your team or clients: See a shift in a key metric your team is working on? Use the Metric Digest to share exciting (or worrisome) updates with your team or clients.  

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