Metric Dashboard Statistics

View your metric dashboard statistics in a chart and customize it based on your preference.

You can also learn about the trend chart and metric dashboard charts view functionality.

Watch the video guide, or follow the text instructions below.

View the statistics

1. Open the statistics. Click the column chart icon to view your dashboard statistics. The screenshots show the icon in different dashboard views.

   

   

   You can view statistics only if there is more than one org. unit, project or partner in your dashboard.

2. Read the basic view. The basic view shows your base (input) units, the Top/Bottom performers (sorted from the best results down) and the Significant Movers, with an extra column comparing the performance with the last period.

   

3. Open More Settings. Click the More Settings button in the upper left corner to customize your view.

   

Customize the statistics

• Choose a bar or pie chart

  Choose either the bar or the pie chart view.

  

• Select the units

  Select the units you want to view in your chart.

  

• Compare to previous periods

  With Compare to, you choose from the submenu how many periods (1–12) to go back to compare the performance with the current period under Significant Movers.

  

• The period is based on your selection.

  

• Show the change in values or percent

  You can display the change in performance compared with another time period either in absolute values or in percent.

  

  

• Skip weekends

  You can also Skip Weekends in the comparison data of your significant movers.

  

• Aggregate by responsible

  With Aggregate by responsible, you can summarize the data for all org. units or projects in the dashboard per responsible person.

  

  

Set up the responsible in the metric dashboard

• Use the project leader in automatic dashboards

  When you use an automatic metric dashboard, click the Settings button at the bottom and tick the Set project leader as responsible box. The responsible is then added to your dashboard automatically.

  

  

  

• Choose the responsible per cell

  If you do not use an automatic metric dashboard, or you want to choose your responsible manually, go to your dashboard settings and open the Dashboard Setup tab.

  There, you can select the responsible for an org. unit and metric combination: click the cell, add your responsible and apply the changes.

  

• Choose the responsible per org. unit

  Alternatively, select the responsible for the whole org. unit: click the org. unit, choose the responsible and apply the changes.

  

• See the responsible in the dashboard

  For an org. unit or project, the responsible’s initials are displayed right next to it; when you hover over the initials, you see the full name.

  For an org. unit and metric combination, the responsible is shown in a pop-up window along with other data when you hover over the cell.