Creating & Configuring Metric Tiles

Summary: Tiles offer a simple way to display snapshots of user data, goals, metrics, meetings, activity status, or performance over a period of time. Tiles also offer an effective way to share relevant resource links and gives users an easy way to access, view, interact with, and analyze comparative data.

Types of Metric Tyles: Metric Benchmark Comparison Tile, Metric Sheets Status Counter, Metrics Value vs Value Progress, Metrics Bar Chart, Metrics Column/Bar Chart, Multiple Metrics Comparison Graph, Multiple Metrics list, User Metric Sheet list

Metric Benchmark Comparison Tile
The Benchmark Comparison tile displays metric data for an advisor or firm compared to a chosen group benchmark. Fig 1. Is an example benchmark comparison tile displaying 2023 actuals and planned profit margin % data for an advisor, compared to the profit margin % benchmark of advisors with $1—3M in revenue.
Dashboard where tile displays: User Dashboard
Fg. 1

Click view sheet, to see or edit the source data for plan and actuals (if applicable).

Fg.2 Sheet View. Note: You can enable or disable input capabilities for Sheets. Refer to metric sheets configuration.
From the tile drop-down filter menu, you can filter benchmarks by year, benchmark type, and add multiple benchmarks. Checking the *Use benchmarks for similar tiles* box will allow selected/filtered benchmarks to be used on similar comparison tiles.
In the initial VIEW SHEET screen, you can change metric years, view reports, create links to the tile, share the tile, or delete the data containing sheet for the tile from the options in the cog wheel.

Tile Configuration:
From Admin, Click Content Group to add the content group or dashboard where your tiles will display.
In the Content Group screen, add the content group name. In this example: Content for Help Center, then hit Save.

After saving, you can control/ enable views for users, teams, executives, & coaches. You can also enable views for associated metrics for this particular content group.

In this screen, add the specific users that can see this content group, and enable relative/associated objective paths, assessments, teams, tags or Metric Sheets. Hit Save
After adding the content group, add Tiles. From admin Click Tiles
In the next tiles screen, click +New

In the new Tile screen, check the Active box, select the tile Type, here the Metric Benchmark Comparison Tile, check the dashboard type that the tile will Display on, here the User dashboard tile, select the Height and Sequence of appearance, then hit Save Details.

After Saving Details, click on Content Group. In the Content Group screen, make sure the Active box is checked. Then click +New to select the content group you previously created that is associated with your tile. Here, the content group is Content For Help Center, which will be the dashboard tab where your Benchmark Comparison Tile will be displayed. Hit Save
After saving the content group, click on Details, then scroll down to Tile configuration (metric_benchmark_comparison). Here select the reference metrics data sheet (In this example, Income Statement Full) and the comparison data point from that sheet (Gross Profit Margin) that will display on the tile for comparison. To learn how to configure metric sheets click  here .
Now, scroll down to Value Types and make your desired selections

You can choose options for tile width and add custom text to the label & footer for when there’s no data on the tile.
Then scroll down to add your Benchmark Group + Benchmark data points that will display on the comparison tile for comparison. You can add multiple Benchmarks and Benchmark groups. Hit Save Config, to save changes and options.
Configuring Benchmarks

From Admin, click Benchmark groups. In the next screen click +New. Make sure the Active box is checked. Add the Benchmark group name & add sequence.
After adding the Benchmark Group, add the Benchmarks to the Benchmark group. To do this, go to Admin and click on Benchmarks.
In the next Benchmarks screen, click +New. Make sure the Active button is checked, name the Benchmark, and select the Benchmark group to link/add the Benchmark to.

Next, click on Values. To compare to a benchmark group data point from a specific sheet associated with the Benchmark group, leave all data point fields blank as shown below.
Click on Sheets to select/add the reference data Benchmark Group data sheet (In this scenario Income Statement Full) then click Save All
You can also add custom benchmark values for specific data points from the reference Benchmark comparison sheet. In this example, .9 or a 90% was added to the reference Benchmark comparison sheet data point Gross Profit Margin. A new Benchmark, HC Benchmark was created and added to the Benchmarks Group.

Under Values, select from the drop-down menu, the reference comparison data sheet, then search for the data point you want to assign the custom value.

Next, click on sheets to link the reference comparison data sheet if it hasn’t been linked. Click +New, then Add to save the selection.

This is the custom HC Benchmark value displayed on the Metric Benchmark Comparison tile in the user instance.
To keep the custom Benchmark Value showing on the tile, go back to Admin, Tiles config and add the new custom Benchmark (HC Benchmark) to the Tiles configuration, then hit Save Config.
Configuring Metric Sheets for Tiles
From Admin, click Sheets

In the next screen, Click +New
In the +New screen, under Details, check the Active box, name the sheet (in this scenario, “Income Statement -Full”), select Periodicity, status, and add header/footer text if applicable. You can also allow users to manually create, delete the sheet or delete underlying metrics data when the sheet is deleted. There are options to add a year lock or subscriptions to view or create sheets. Then hit Save
Next Navigate to Layout to add *metrics/data points for/ to the metric sheet. In the Layout screen click +New

In the +New screen, add a section & a Metric template from the Layout item type drop-down options. In this example the section will be Profitability Ratios and the metricTemplate will Gross Profit Margin

To add the section, select the section from the Layout Item Type drop-down, and add the section name: Profitability Ratios.
To add the metric template, select metricTemplate from the drop-down. Here you can add the metricTemplate as new or choose from a list of existing metrics as shown in Figure 2.
Figure 2.
Fig 3 is the Gross Profit Margin metric template added. In the template, add the Name, a readable Key that represents the data point,
the MetricType (options: if the data point is a calculation or input), Answer Type (options: if the data point is a %, currency, number, or boolean(True or False)) Precision (for decimals),
Calculation Method for Periods(Options : last period if the data point is a YTD total for each entry, or sum if the data point is an addition to the previous entry for a new YTD total per each entry ), Calculation Method for Rollups(options: Sum if you want to add up to a total for all instances (User) of the data point, Average if you want to want to average out all instances (user) of the data point, or Max if you want to roll up the highest value from all instances of the data point). You can also check Input lock from the template to lock data entries for a data point in created sheets in the user instance, or check Misc to display a data point value in the percentage % of revenue column on the sheet in the user Instance.
Fig 3

Calculations
In the metric sheet Calculations tab, you can set calculations for certain data points whose values are dependent on other data points in the sheet. For Example, AUM Per Household is Assets Under Management(AUM) divided by Total Clients (Household) referenced by each data point’s metric id (Available Metrics) to the right.

Data types

In the Data Types tab of the sheets screen, add your data point input types (actuals, targets, Forecasts, Outlooks, Simulations, Alternate Plan, or Business Plan)
In the +Add screen, select the metric/data Input Type, set it Active, and check any applicable options.
Reports
In the Reports tab of the sheets screen, you can add Roll Up Report types that you want available for analyzing data from the metric sheets.
In the +Add screen, select the report type and Save
The reports you add will show in the highlighted sections in the User Instance.
Adding/Prepping Metrics File

To add/ load metrics or data point values into created metric sheets, create and prepare your .csv file.

Figure 5 is a file prepped for loading the metricKey (data point) Gross Profit Margin actuals to the Income Statement - Full metric sheet for a user. All fields are required and you can load multiple metricKeys and rows for multiple users. Note: Case sensitivity is crucial to uploads. Follow the case sensitivity of the required column headers as shown, as well case sensitivity for *actuals* or *targets & *q3 for the period (q1, q2, q4, w1, w2, w3 (if loading a weekly metric/data point). Year is always 4 digits (2023,2024,2025…)
Fig 5.
Loading metrics data into the sheets to display on the tile.
To load the prepped metric file to the metric sheet to display on the tile, go to Admin, then navigate to and click -CSV Uploader

In the CSV Uploader screen, choose Metrics Uploader.
In the Uploader Screen, click Select File to upload your prepped metric file, then click Run to load the metric data (Gross Profit Margin) value(s) to the metric sheet, after all issues have been resolved. Note: Figure 2 shows a prepped file with the required fields/columns blank. Hence the load error. These errors must be resolved before the metric(s)/data points can be loaded to the metric sheet. Validate your load in the metric sheet for the user in the user instance.


Figure 2.