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Editing metrics in the side panel

When you add a metric, the metric will open in a side panel. There you can add tags, descriptions, and data to your metric.

Editing metrics in the side panel


For any metric you can specify the following things:

●    Title: The title of your data card.

●    Source: Choose between manual data input, or linking to Qualtrics.

●    Type: Choose the type of data. You can currently choose between CES, CSAT, NPS, or ‘Other’. Choosing ‘Other’ allows you to specify any custom unit for adding data such as conversion, time on tasks, etc.

●    Owner: Choose an owner of the metric.

●    Target: Choose a target for the metric. This target will show up as a target line in the line chart.

●    Personas: Choose what personas the metric is relevant for.

●    Tags: Choose any tags the metric is relevant for, e.g. what channel, country, product, OKR, etc.

●    Group: Choose the group the metric is relevant for, e.g. for marketing metrics, tag a ‘marketing’ group.

●    Creation information: Shows when the metric was created and by whom.

●    Visualization information: Summarizes the parameters used to visualize the metric.

●    Metric number: Shows the average measurement across the selected time period.

●    Number of responses: Shows the number of responses used to create the metric number across the selected time period.

●    Target line: Shows the target in the graph.

●    Description: Use this to add extra information about the metric.

●    Data points: Shows the data points added.

Tip: Make the title of your metric descriptive and specify as many tags as you can. This will help you and your colleagues to understand what the Metric represents while also helping them to find it.