Plan Availability | All plan types |
Permissions | General Access: View and interact with metrics based on permissions. |
Related Reading |
The Comparison Metric Widget provides a visual snapshot of trends in metrics from one period to the next, helping teams quickly track performance changes.
Uses
How are sales opportunities or marketing leads trending versus the prior month? How about revenue or EBITDA? This widget can track performance at-a-glance for any metric between selected periods.
Settings
The Comparison Metric Widget is a more advanced widget to configure. Follow these steps:
Select an Table: Choose the table containing the data you want to track.
Choose a Field to Sum: Select a numeric or currency field to calculate the base metric.
Filter Records: Apply filters to focus on specific data, such as summing the "Contract Value" field for "Opportunity" records with a status of "Closed-Won."
Set a Date Range: Define the period to evaluate and the comparison time frame.
Note: To display the value as a simple number without comparison, remove the date comparison setting.
Settings
Date to Compare
The reference date used for data comparison.
Comparison Time Frame
Last One vs. Time Before
Compares the most recent completed period with the one immediately preceding it.
Example:
Last: January 2025
One Before: December 2024
Rolling Windows
A rolling window is a continuously updating time range that shifts forward with each new data point. This allows for dynamic data analysis based on the most recent records.
Example:
Today (Feb 7, 2025): A rolling 30-day window covers Jan 8 – Feb 7, 2025.
Tomorrow (Feb 8, 2025): The range moves to Jan 9 – Feb 8, 2025.
Time Frame Options
Choose from the following time frame options for comparison:
Daily
Weekly
Monthly
Quarterly
Annually
Widget Drill In
To view the records contributing to the value:
Click on the widget.
A window will display the associated records, providing detailed insights.
Practical Use Cases and Scenarios
1. Sales Performance Dashboard
Scenario: A sales team wants to monitor how monthly revenue is trending compared to the previous month.
Solution: Configure the Comparison Metric Widget to sum the "Revenue" field for "Closed-Won" deals and compare it month-over-month.
Outcome: Clear visibility into sales trends, enabling the team to take corrective actions if needed.
2. Marketing Campaign Dashboard
Scenario: A marketing manager tracks the number of leads generated in the current month versus the prior month.
Solution: Set up the widget to sum the "Leads Generated" field and compare performance across monthly intervals.
Outcome: Quick insights into campaign effectiveness and areas for improvement.
3. Financial Metrics Dashboard
Scenario: A finance team needs to evaluate how EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization) is trending year-over-year.
Solution: Use the widget to sum the "EBITDA" field and compare it with the same period from the previous year.
Outcome: Enhanced financial reporting and decision-making capabilities.