Key metric summary key-metric-summary
The
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Line visualization shows how the metric is trending for the primary and comparison date ranges
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Summary percent change shows the metric increase or decrease between the primary and comparison date ranges
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Current total value (summary number) for the metric
This visualization addresses a variety of common use cases, including:
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An analyst trying to understand how opportunity creation looked this month compared to the same timeframe last year.
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A marketer exploring how lead generation for a specific lead type has changed from this month to last month.
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An executive wanting to understand how new bookings changed from this quarter to last quarter.
Use
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Add a
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Configure the visualization by selecting a Metric, a Primary date range, a Comparison date range (optional) and a Filter (optional):
table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 layout-auto Option Description Metric Select the metric you want to examine. All metrics are supported. Primary date range The current date range for the freeform table. Comparison date range The date range to which you want to compare the primary date range. Filter (optional) Any filter that you are specifically interested in for this summary. -
Select Build.
The output of the key metric summary looks like:
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The Previous period line graph (always displayed in gray) corresponds to the Comparison date range in the configuration step.
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If a comparison date range is not specified during configuration or is hidden in the visualization settings, only the line graph for the primary date range is displayed. The summary change is hidden.
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From here, you can hover over the line graphs to see the statistics for individual days:
Configure
After building the visualization, you can edit the original configuration.
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Select
You are taken back to the original configuration dialog.
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Change the settings as preferred. Select Reset to reset the current settings. Select Build to rebuild the visualization.
Settings
As part of the visualization settings, specific key metric summary settings are available.
Select Abbreviate value to abbreviate intelligently the number value. When selected, enter a number to define the amount of abbreviation. For example:
| table 0-row-3 1-row-3 2-row-3 3-row-3 4-row-3 5-row-3 html-authored no-header | ||
|---|---|---|
| Original value | Abbreviation | Result |
| $12,011,141.25 | Not selected | $12,011,141.25 |
| $12,011,141.25 | Selected, set to 1 | $12M |
| $12,011,141.25 | Selected, set to 2 | $12.0M |
| $12,011,141.25 | Selected, set to 2 | $12.011M |
| $12,011,141.25 | Select, set to 3 | $12.011M |