Interacting with your metrics

In PowerMetrics, you interact with and learn from your metric data in multiple ways. This article explains the benefits of and differences between the metric homepage, Explorer, and dashboard experience. As part of your journey, you’ll move freely between all three options. Whether you’re investigating your metrics, tracking your business’ progress, or displaying and sharing your findings with others, PowerMetrics will help you succeed with data.

Metric homepage

The metric homepage presents the complete picture for a single metric. Quickly compare progress over time, access metric details, and visualize your data automatically using a professionally curated, yet customizable, template.

To open a metric’s homepage, click Metrics in the left navigation sidebar and select the metric you’re interested in from the list.

On a metric’s homepage you can:

View a single metric from multiple perspectives - When you open a metric in its homepage, it’s immediately visualized using the most appropriate aggregation type and the most effective chart styles, enabling you to quickly and easily see your data from multiple perspectives, all on one page. Learn more about viewing your metrics.

Personalize the display for single metrics - You’re free to customize the display properties for any or all of the metric views on the homepage. Only visible to you, your changes will be there the next time you sign into PowerMetrics. If, at any point, you want to start over, you can reset one or all of the views to their original, default version. Learn more about personalizing your metrics.

Edit the metric’s underlying data - Enter edit mode to change the fundamental data that’s being used for the metric, including, for example, connecting to an alternative account to retrieve different data or modifying the value you’re measuring. After saving your changes, all instances of the metric will be automatically updated for you and for everyone with shared access to the metric. Learn more about editing your metrics.

Add metric goals - Add goals to your metrics and be informed on their status with in-app and email notifications. You can also view, edit, and delete metric goals on the metric homepage. Learn more about adding goals to your metrics.

Share metrics - When you share a metric that you’ve personalized, recipients will see the default, original version of the metric view. If you want to share your customized version, add the metric view to a dashboard and share from there. Learn more about sharing metrics.

Download as a csv file - Download the computed data that’s shown in the metric visualization. Learn more about the download as a csv feature.

Explorer

Want to analyze and dig deeper into your metric data in a personalized, free-form way? Add one or more metrics to Explorer, where you can investigate and learn without affecting the metric’s underlying data or its default display for others.

To open Explorer, click Explorer in the left navigation sidebar.

In Explorer you can:

Combine multiple metrics into one visualization - In Explorer, you can visualize and analyze single or multiple metrics - up to 5 metrics at a time - including scatter, bubble, and combination charts (and any chart type that supports the addition of multiple metrics). Fluidly and easily make changes to the exploration, including, for example, changing the metric order, replacing or adding new metrics, and modifying every display setting you can think of.

Personalize the display for single or multi-metrics - Only visible to you, the changes you make while exploring won’t affect the underlying metrics or their data. Your personalized settings are remembered and will be there the next time you sign into PowerMetrics. You can reset Explorer to start over with new metrics as many times as you want to. Learn more about personalization options in Explorer.

View metric goals - If you’ve added goals to your metrics, you can view them (one at a time) in the visualization you’re exploring. Learn more about metric goals.

Share explored metrics - Explorer focuses on your personal experience, enabling you to fluidly make as many changes to the metric visualization as you like. However, if you make a discovery you want to share with your team, you can simply add the explored metric to a dashboard and share it from there. Learn more about sharing metrics.

Download as a csv file - Download the computed data that’s shown in the metric visualization. Learn more about the download as a csv feature.

Dashboards

Tell your data story. Gather related metrics onto a single dashboard to build a cohesive picture of your data and share it with your team.

To open an existing dashboard, click Dashboards in the left navigation sidebar to open the dashboard list page. Select the dashboard from the list. To add a new dashboard, on the dashboard list page, click +New dashboard (or click the + beside Dashboards in the left navigation sidebar).

On a dashboard you can:

Consolidate several metrics onto a single dashboard - Visualize related metrics of all types - instant, custom, calculated, and multi-metrics - all in one place. You can add up to 15 metrics to a single dashboard giving you ample room to communicate effectively. Learn more about creating metric dashboards.

Present your data story - Add visualizations using any and all chart types, including scatter, bubble, and combination charts. Then, add depth and context with images and text boxes. Or, take advantage of our pre-built dashboard templates to gather and showcase your data using a curated collection of instant metrics for many popular services. Discover dashboard templates.

Customize the display for a dashboard and its metrics - Show off your unique brand and personality with customized dashboards. Choose from a selection of preset colours or get imaginative and create your own custom ones. If you prefer a simple presentation style, you can always use our default options (they're based on whether you're in light or dark mode). On your quest to create the ultimate dashboard, you can preview all of your changes before publishing, so you're free to experiment and learn. Learn more about customizing your dashboard display.

Share a dashboard and its metrics - When you share dashboards with your colleagues, you can either grant unique access to its individual metrics or give the same level of access to all of its metrics. After sharing, an email notification is automatically sent to the recipient. You can also share your dashboards internally and externally with published views. Published dashboard views can be consumed on mobile phones, tablets, and desktop computers and displayed on large TVs throughout the office. Learn more about sharing dashboards. Learn more about sharing dashboards with published views.

Download and print your dashboards as PDFs - Encourage collaboration and communication by sharing your key business metrics. Download your favourite dashboards as PDFs and keep everyone informed with access to a digital or printed copy of your data. Learn how to download dashboards as PDFs.

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