Metrics and Goals

Metrics allow Xponent to perform closed-loop journey analytics. Metrics are defined and associated with journey steps in the Journey Mapper, and they are incremented by a graph when certain nodes are executed. Metrics can be created and associated with any step in the Journey Map editor or Graph.

When you associate a metric with a journey map or graph, you can also click "Show Pinned Metrics" to display the metric count in the journey map or graph, as shown below. Metrics are associated with steps in journey maps, but they are updated by nodes in graphs.

To associate the metric to a node, simply click on the node, and on the right-hand column, you can either create a new metric to associate with the node or associate an existing metric. Clicking on the "Associate Existing Metrics" will display the pop-up where you can select the metric you want to use. Please refer Creating Metrics and Goals as well.

Creating New Metrics

New metrics can be created by looking at the project overview, clicking on the 'View All Metrics' button, and then clicking on the '+ Create New Metric' button, which will show the Create Metric dialog window. Today, we support the creation of two types of metrics: 

• A basic metric is a simple tally that increases by one each time a specific node in a graph has been run or a deployable graph has started and ended.
• A compound metric will calculate a percentage, ratio, or rate between two metrics, usually between a numerator and a denominator.

Types of Metrics

Default Metrics 

Each metric has a name, a type, an optional goal, and a description. Default metrics are automatically made for you out of the box.

These metrics help find the number of times that a graph has been run, how many ran successfully, and how many incurred an error. 

Basic Metrics

Basic Metrics are metrics that you define in the graph that can be of two types: Numerical or Monetary.  Monetary metrics allow the selection of the currency and the increment value.

Currently supported currency values are Dollar($), Pound(£), Euro(€), and Yen (¥).

Compound Metrics

Compound metrics use a qualified metric (left side) and a total metric (right side) to support four types of methods for calculations: percentage, rate, weighted index, or advanced.

With the exception of the percentage method, the outputs of all methods will result in a decimal that ranges from 0.0 to 1.0, while the percentage method will return a value between 0% to 100%. The four methods for calculating compound metrics are further explained below:

Once a metric is created, it will be shown as a small tile in the Associated Metrics list. The tile has two active areas. The favorite metric selection star is the top left, and the bottom right is the disassociate link. Up to four favorite metrics will be displayed on the project tile on the Xponent home page. All metrics are shown via the metrics button on the project tile from the home screen.

Once you have favorited a metric, you can then select to view the metric intervals from 1 week to 1 minute. Each dot on the line represents the interval span and the total count the metric has incurred by rate or cumulative button, as shown below. Cumulative measures the total count of the metric throughout time, whereas Rate displays the count of the metric in a specific time span.

Rate requires a full completed period for calculation, whereas Cumulative shows the current value. When the span selection is one week, the calculation is done from Thursday to Wednesday, not Sunday to Saturday. This is because the calculation is based on UNIX timestamps starting with January 1st, 1970 (which was a Thursday). The dates displayed in view are the start of the week, not the end. 

For Example:

The below image assumes you have selected your span interval to reflect one week and you have selected Cumulative, then the image below indicates that as of March 4th, 2020, the total count of your Accounts Opened metric is at 61.27K since the start of your project. Whereas, if you selected Rate, then the calculation will reflect the 677 count instead, as 677 is the total number you are adding in that week. 

If a metric is defined with a goal, then a percentage of the goal achieved will be shown, and the metric tile will be colored red, orange, or green, depending on the metric completion level. The screenshot below shows the Show All Metrics window from a project with many metrics - the four favorite metrics are shown first on this window. New metrics can also be added in this window.

Editing and Deleting Metrics

Metrics can be removed or edited from the project overview screen after clicking the view all metrics buttons.

From the metrics overview for the project, double-click on the metric that needs to be edited, and an option to edit the metric details will pop up.

To delete the metric, click on the delete icon in front of the metrics.