This article documents the Key metric summary visualization in
See Key metric summary for the
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
Use cases
This visualization addresses various 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):
OptionDescriptionMetricSelect the metric you want to examine. All metrics are supported.Primary date rangeThe current date range for the freeform table.
Choose from any available date ranges in your data view.
Choose Panel date range if you want to use the same date range that is being used on the panel where the visualization is located.
Comparison date rangeThe date range that you want to compare with the primary date range.Filter (optional)Any filter that you are interested in for this summary.
NOTEWhen the Primary date range field is set to Panel date range, the Comparison date range can automatically update, depending on whether the Comparison date range option you choose is relative to the primary date range or fixed.- Relative: If the Comparison date range field is set to an option that is relative to the primary date range (such Previous day, Same day last week, Same day 4 weeks prior, and so forth), then any updates to the Primary date range field cause the Comparison date range to automatically update to the period that immediately follows the date range of the panel.
- Fixed: If the Comparison date range field is set to a fixed date range (such as February 3, 2023), then changes made to the Primary date range field or the panel date range have no effect on the Comparison date range. However, any updates to the panel date range cause the Primary date range to automatically update.
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Select Build.
The output of the key metric summary looks like:
Consider the following when viewing the output:
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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:
Edit visualization
After building the visualization, you can still edit the original configuration.
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Click the pencil icon in the top-right corner of the visualization (next to the settings gear icon).
You are now taken back to the original configuration view.
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Change the metric, primary date range, comparison date range, or filter as preferred.