Configuring & using the Metric Value vs Value Progress Tile
The Metric Value vs Value Progress Tile displays/compares a specific metric value and Value Type against another Value type (For example Plan vs actual) of the same metric for progress tracking over a period of time. It also grants users quick access to view and update metrics. Fig 1. Is an example of a Metric Value Vs Value Progress Tile for Gross Profit, where $3.36 million is the actual metric value and $7.69 million is the Plan (target) amount captured at a moment in time for Q4 2023.
Dashboards : User, Team, Coach, Executive
From the tile, clicking the sort icon will allow you to select the periodicity, year and period of the metric & value type comparison you want to display. You can also click on the UPDATE DATA button to update metrics if applicable. Figure 3 is the metric sheet associated with the metric and value type(s) of the tile opened after clicking on UPDATE DATA
Fig 3.
Configuration:
From Admin, click Tiles
In the Tiles screen, click the +New button.
In the +New screen, check the Active box, choose the tile Type Metric Value vs Value Progress, Name the Tile, select the Display On (dashboard) option, select height and sequence, then click Save details. After saving details, you’ll be prompted to add the content group . Choose the content group you created for this Metric Value vs Value Progress Tile.
In the Tile Configuration section, select the reference metric sheet which will feed the Metric Value vs. Value Progress Tile display. Select options and make all applicable inputs. In the Header & Footer section, select button, label & Metric sheet report options.
Finally*, in the Linked Metric Template section, select the metric from the reference metric sheet that will display on the tile. Then Hit Save Config
Metric value & Types + Tile live in the user Instance. Fig 1 revisit.
Plan (Target)
Actual
Gross Profit Actual vs Plan (Target) Progress Tile