This week we are releasing two playbooks (in a single PDF) on Exception Reports and Change Reports. Exception Reports Exception reports can include details beyond measurement dates and measurement values – such as customers, product, region, franchise, pharmacy, etc. The exceptions report can tally metadata that is not directly within a data source – examples […]
The Dashboard database is the backbone of Metric Insights. It contains your metric data along with the definitions for all of your metrics and reports. It contains user information such as email addresses, group membership, and access permissions. It even contains usage data such as the number of elements viewed by each user, and performance […]
Scheduling Report Delivery for a Group of Users If you put some reports into a Favorite folder, Metric Insights will email them to you every morning. This is one our most popular features. When your colleagues learn about it, they might ask you to set them up as well. In this issue of Tips & […]
Let’s say that you track sales activity in Salesforce, and web traffic in Google Analytics. How would you compute the ratio of Sales Opportunities to Web Visits? It would be easy if you had all of the data in one place. With Metric Insights, you do. In this edition of Tips & Tricks, we’ll […]
Introducing Tips & Tricks, a new series of articles designed to help you get the most out of Metric Insights. This inaugural article covers snapshotting, a powerful method that you can use to track ‘static’ data over time. Let’s say you want to track a KPI over time, but you’re not actually storing that KPI […]