Summary Metrics

Metrics are a quantifiable measure used to track and assess the health of particular business areas. They play an important role in the planning process, as these measures are used to craft a measurable, equitable, and achievable sales plan.

The Summary Metrics Panel is an area that displays useful metrics as a user moves around the Design Module for easy reference.

To know how to build your key metric please click on the link.

What are the features of the metric panel?

Each metric in the panel has a few components displayed:

  1. Name of the metric.
  2. A time period for the metric- e.g. sales in the Fiscal Year 2019.
  3. A total measure - showing the actual measure of the metric for the time period.
  4. If the metric is a time series, a "sparkline" chart that shows the progress of the
    metric broken down by months over the specified time period is displayed.
  5. When you have a target defined against a displayed metric, it will also indicate progress against the set goals.

The four things reflected in Summary Metrics Panel

  1. The metrics in the panel reflect the hierarchy node that is selected on the left panel. Metrics will refresh each time you select another node in the hierarchy.
  2. The view selected - Current, Proposed, or Difference. Metrics will refresh each time the view changes.
  3. The time period selected for the metric - 2019 or 2018, for example.
  4. Targets that are associated with the metrics, as well as the performance against that target. Please note that the performance will only be visible for the time for which the target is visible.

How to identify different types of metrics

Scalar metrics - you'll see a blue number associated with the metric.

Time-series metrics - you'll see a dynamic bar graph showing the breakdown of the metric by time. Upon rolling over each time period, you'll be able to see the variance and actuals associated with that metric.

As for the colors associated with the metrics:

  • Red represents the calculated variance,
  • Green represents the actuals, and
  • Grey refers to a future target.

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