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Whether you’re a leader, manager, or individual contributor, chances are you need to keep a close eye on a handful of key metrics. If you’re the Sales leader, it might be KPIs like Leads, SQLs, and Close Rate. If you’re running paid ads, it might be Total Ad Spend or Cost Per Conversion.
Of course, you can view these metrics on dashboards and get updates through automated reports. But sometimes you need to take a closer look at a specific metric to understand historical performance, get more context, and get insights that help you improve it. To help provide these insights, we’re rolling out our all-new Metric Insights.
With Metric Insights, you can now access all the information about a specific metric from one screen – Goals, Benchmarks, Forecasts, and more. And use it to monitor your performance, track emerging trends or patterns in your data, set more realistic goals for core KPIs, and ultimately achieve better results.
Metric Insights allows you to drill down and explore your metric and get more context for it. From one screen, you’ll be able to:
There are a few ways to access Metric Insights: through the metric sub-menu, a metric tooltip, or the My Metrics page. The quickest way is via My Metrics.
Simply navigate to the Metrics icon in the left-hand sidebar, hover over any saved metric, and click on the View details button. This will redirect you to the Metric Insights page.
The Metric Insights page can be divided into four sections: Visualization, Metric Comparison, Performance Summaries sidebar, and Goals.
At the top of the Metric Insights page, you’ll find an automatically generated visualization, showcasing your metric’s performance over time. You can customize this view by:
And, you’re not limited to just one visualization type! With the click of a button, you can switch between a line chart, bar chart, table, and more, to explore the different ways you can visualize your metric’s performance.
Below your chart, you’ll find the Metric Snapshot – featuring three key data points about your metric:
In the Performance Summaries sidebar, you’ll find a short yet detailed summary of your metrics performance. So the next time you’re asked questions like “How is this metric doing?” or “What can we do to improve results?”, you’ll know the answers right away.
In the sidebar, you’ll find:
If you’ve set a goal for your metric, the Goals section will help simplify progress tracking. Quickly see how close you are to reaching your target so you can stay focused and motivated.
From visualizing trends to tracking progress towards goals, Metric Insights acts as your central hub for all things metric performance. Gain a deeper understanding of your KPIs and make informed decisions that drive successful results.
Ready to get started? Simply, log in to your Databox account and navigate to Metrics.
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Product Marketing Specialist at Databox
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