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Tips & Tricks: Snapshotting

Introducing Tips & Tricks, a new series of articles designed to help you get the most out of Metric Insights. This inaugural article covers snapshotting, a powerful method that you can use to track...

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Tips & Tricks: Using Existing Elements as Data Sources

Let’s say that you track sales activity in Salesforce, and web traffic in Google Analytics. How would you compute the ratio of Sales Opportunities to Web Visits? It would be easy if you had all of the...

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Tips & Tricks: Scheduled Reports

Scheduling Report Delivery for a Group of Users If you put some reports into a Favorite folder, Metric Insights will email them to you every morning. This is one our most popular features. When your...

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Tips & Tricks: Tracking Usage & Performance of Metric Insights

The Dashboard database is the backbone of Metric Insights. It contains your metric data along with the definitions for all of your metrics and reports. It contains user information such as email...

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Playbook for Successful Implementing Change & Exception Reports

This week we are releasing two playbooks (in a single PDF) on Exception Reports and Change Reports. Exception Reports Exception reports can include details beyond measurement dates and measurement...

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