This article documents the Key metric summary visualization in Customer Journey Analytics.
See Key metric summary for the Adobe Analytics version of this article.
The Key metric summary visualization lets you see how an important metric is trending within a single timeframe. It also lets you compare metric performance across two timeframes. It provides the benefits of multiple visualizations combined into one visualization:
Line visualization shows how the metric is trending for the primary and comparison date ranges
Summary percent change shows the metric increase or decrease between the primary and comparison date ranges
Current total value (summary number) for the metric
This visualization addresses various common use cases, including:
An analyst trying to understand how opportunity creation looked this month compared to the same timeframe last year.
A marketer exploring how lead generation for a specific lead type has changed from this month to last month.
An executive wanting to understand how new bookings changed from this quarter to last quarter.
Add a Key metric summary visualization. See Add a visualization to a panel.
Configure the visualization by selecting a Metric, a Primary date range, a Comparison date range (optional) and a Filter (optional):
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. 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 range | The date range that you want to compare with the primary date range. |
Filter (optional) | Any filter that you are interested in for this summary. |
When 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.
Select Build.
The output of the key metric summary looks like:
Consider the following when viewing the output:
The Previous period line graph (always displayed in gray) corresponds to the Comparison date range in the configuration step.
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.
From here, you can hover over the line graphs to see the statistics for individual days:
After building the visualization, you can edit the original configuration.
Select Configure visualization at the top of the visualization.
You are taken back to the original configuration dialog.
Change the settings as preferred. Select Reset to reset the current settings. Select Build to rebuild the visualization.
As part of the visualization settings, specific key metric summary settings are available.
Setting | Description | ||||||||||||||||||
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Emphasize percent change | Display summary change in prominent bold type in the center of the visualization | ||||||||||||||||||
Emphasize number value | Display summary number in prominent bold type in the center of the visualization | ||||||||||||||||||
Legend visible | Show or hide the legend at the bottom of the visualization | ||||||||||||||||||
Show annotations | Show or hide annotations added by an admin | ||||||||||||||||||
Hide title | Hide the visualization’s title. | ||||||||||||||||||
Percentages | Displays the visualization in a percentage instead of a number. | ||||||||||||||||||
Show trendlines | Show trendlines in the visualization. | ||||||||||||||||||
Show max and min on trendlines | Show or hide minimum and maximum values on primary and comparison line charts | ||||||||||||||||||
Show comparison percentage and trendline | Show or hide comparison data. When hidden, both the comparison line chart and summary change objects are hidden from view. | ||||||||||||||||||
Show total number | Show or hide summary number | ||||||||||||||||||
Show raw difference | Show or hide raw difference between the total value of the metric in the primary date range and the secondary date range | ||||||||||||||||||
Abbreviate value | Select Abbreviate value to abbreviate intelligently the number value. When selected, enter a number to define the amount of abbreviation. For example:
|
After building the visualization, you can still edit the original configuration.
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.
Change the metric, primary date range, comparison date range, or filter as preferred.