Tracking Goals Against Performance Metrics

Most clients would like to track their business goals, but do not realize this is possible in Adobe Commerce Intelligence. This topic demonstrates how to set up a dashboard that will help you track your business goals against your actual data - including revenue, new registered users, and orders over time. You also learn how to compare year over year performance, all in a dashboard like this:

Before getting started, you should review the file uploader and make sure you have defined your business goals for a given period.

Getting Started

You need to first upload a file containing specific daily/monthly/quarterly targets for your business.

You can use the file uploader and the image below to format your file. The most common targets that clients track in Commerce Intelligence include Orders, Revenue, and New registered accounts.

Metrics

Create one new metric for each target. For example, if you upload monthly revenue and orders targets, you need to create two new metrics:

Reports

It is helpful to have a mix of static values and visual charts when analyzing your targets. Below are three example reports to get you started tracking your revenue performance.

Once you have completed the above reports for revenue targets, you can create identical reports for goals around orders, registered accounts, or any other values you have included in your goals file upload.

After compiling all the reports, you can organize them on the dashboard as you desire. The result may look like the image at the top of this page.