Add Metrics - Mapline

HOW-TO GUIDE

ADD METRICS

If you’ve built a Mapline dashboard, you understand the convenience of having all your visualizations in one place. But sometimes, you just need a quick glance at key performance indicators (KPIs) like year-to-date (YTD) sales or upcoming deliveries. That’s where metrics come in handy!

For instance, suppose you’re monitoring delivery timeliness. Metrics provide an instant, up-to-date summary of this data, allowing you to assess it at a glance whenever needed. Here’s how it works.

ADD METRIC

To add a metric to your dashboard, click the ADD menu and select METRIC > CREATE NEW.

Name your metric and select the source dataset (use the search bar to quickly find the dataset you need).

Next, we’ll dive in to how to configure your metric formulas. These are the calculations that determine which KPIs show up on your dashboard.

Screenshot of the Add Metric lightbox in Mapline with the Datasets drop-down open

CONFIGURE METRIC

Now, we’ll write the formulas that determine which data gets pulled into your metric.

Just click the blue plus sign that reads, ADD CALCULATION, and click the tab you need:

Columns: select the dataset column(s) containing the data you need
Formulas: choose the formula you need, including PLUS, MINUS, MULTIPLY or DIVIDE

You’ll see that your columns and formulas appear in the RETURN THE window. From here, you can fine-tune your calculation to generate the precise output you need.

Screenshot of Metric formula configurations in mapline

Next, click the blue drop-down inside your formula to select from the following types of calculations:

Sum: Total sum of a set of values
Average: Mean value
Median: Middle value
Maximum: Highest value
Minimum: Lowest value
Count: Total number of values
Count of Unique Values: Total number of distinct values
Product: Result of multiplication
Standard Deviation: The amount of variation or dispersion in a set of values from the mean, indicating how spread out the values are
Standard Deviation of Population: Similar to standard deviation but calculated for an entire population rather than a sample
Variance: Quantifies the spread of data points by calculating the average of the squared differences from the mean
Variance of Population: Similar to variance but calculated for an entire population rather than a sample

Once you’ve applied the correct formulas, you can apply segments and filters to further fine-tune your output.

When you’re finished, click DONE to create your metric.

ADJUST APPEARANCE

Customize the appearance of your metrics just like you would for any other dashboard item. This allows you to present data in a way that best suits your needs.

Whether you need a detailed breakdown of individual data points or a high-level summary of overall performance, adjusting the size and layout of your metrics ensures that you can quick access to the most relevant info.

Example of a driver dashboard in mapline

EDIT METRICS

As business priorities evolve, so too must your metrics. It’s easy to update formulas, rename metrics, or adjust formatting options–just right-click your metric and select from the following options:

Style: Adjust your font, text size, font color, and background color
View Data: View the data behind your metrics
Format: Choose how your metric numbers appear: as plain text, or a number, percentage, currency, date and time, or timespan (minutes, hours, etc)
Settings: Adjust your metric settings, including formula configurations
Rename: Quickly rename your metric
Duplicate: Duplicate this metric on your dashboard
Move or Resize: Move and resize your metric on the dashboard
Remove: Delete this metric (cannot be undone)

Screenshot of a metric on a dashboard, with the pop-out menu open

LEVERAGE METRICS

From tracking sales performance to optimizing logistics operations, metrics offer invaluable insights that empower businesses to make data-driven decisions with confidence. Here are some common ways other brands get the most out of their metrics:

Embed dashboard on a webpage for your team or shareholders
Share dashboard and metrics with your team
Import metrics to other dashboards

Have questions? Want to see any of these in action?

Give us a call. We'd love to talk!

+1 800.969.1454