Adding Metric Tiles to Dashboards in NextOS Analytics

Add metric tiles to dashboards while creating a dashboard from scratch or from a system-generated template or while modifying a dashboard. Metric tiles also apply to wallboards.

  1. In the dashboard editor, click Add Elements, then select Metric Tile to open the Metric Tile Configuration window.

Metric Tile Option

 

Metric Tile Configuration Window

 

  1. Under Layout, specify the appearance of the metric.

Layout Field

 

  1. Under Arrow Color, click the gray Double Arrow icon to set the colors for the up and down arrows.

Arrow Color Field

 

  1. From the Product drop-down list, select a NextOS product (e.g. CRM).

Product Drop-Down List

 

  1. From the Entity drop-down list, select an entity (e.g. Cases), then expand a metric group (e.g. COUNT).

Entity and Metric Groups

 

  1. Select the checkbox corresponding to the desired metric. Select multiple metrics to add multiple metric tiles to the dashboard. The list of metrics is based on the NextOS product selected above. For information on the available metrics for Cases, click here. For information on the available metrics for Sales, click here.

List of Metrics

 

  1. From the Time Range drop-down list, select either Use Global Time Range on Dashboard or Custom Time Range.

Time Range Drop-Down List

 

  1. For Custom Time Range, click either the Relative button to specify a relative time range or the Custom button to set a more specific time range, set the time range, and then click Update.

NOTE: The custom time range specified here will be applied to the data in the tile no matter what time range the user selects in the published dashboard.

Relative Time Range Settings

 

Custom Time Range Settings

 

  1. From the Compare To drop-down list, select how to compare the metric (i.e. the % change to be calculated).

Compare To Drop-Down List

 

  1. Click Okay to add the metric tile(s) to the dashboard canvas.
  2. Change the appearance of the metric tile element on the dashboard as desired. For information on modifying the metric tile element on dashboards, click here.

Need additional help? Click here.

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