Change the DynamicView overlay metrics

DynamicView loads a selection of primary, secondary, and preset metrics by default, but they can be quickly tailored to each individual user’s preference, job role, or analytic objective by clicking the cog icon and selecting the Overlay tab.

Primary Metric

Drop-down boxes allow you to search and select from over 200 KPIs. You can configure one primary and up to 3 secondary metrics to display in the page overlay.

Secondary Metrics

Secondary metrics can be reordered by dragging and dropping the metric tiles into desired positions. To remove a metric, click the delete (‘x’) button.

After making any metric changes, click the Apply button to save and update the Page Overlay configuration or Cancel to exit the configuration dialog without saving any changes.

Metric Presets

DynamicView  allows users quickly switch between curated metric configurations that target various roles and areas of analytics focus.

The ‘Metric Preset:’ drop-down box presents 22 predefined metric selection configurations organized by job role and analytics theme. Metric Presets can be quickly applied to your DynamicView page overlay by selecting one of the options (which automatically loads the associated metric selections) and clicking the Apply button.

If you wish to modify a Metric Preset, simply edit the individual metric selections a usual. However, please note that the Metric Presets themselves cannot be modified. If you manually edit the selections after loading a preset configuration in the Overlay Metrics dialog, the preset option will update and display ‘Custom’. The most recent custom preset configuration is cached while you are working in the Overlay Metrics tab. If you load a preset and want to revert back to your most recent custom configuration, you can select the ‘Custom’ option from the menu.

Five role-based and 14 theme-based overlay metric presets have been configured for use. All presets include the Product Views metric as it is a key for evaluating the relative exposure a product receives and how it correlates to other key performance indicators. For example, the ‘Content Mgr’ role-based preset focuses on overlaying customer experience KPIs (Bounce Rate & Abandonment Rate) and compares them to topline Placed Order Value and Product Views generated by the product for the selected time period.

All Overlay Metric preset configurations are provided in the table below: