Part of Spectora Advanced, our Advanced Metrics is a powerful and complex engine for creating custom graphs, charts, and spreadsheets from your data. 

Important Terminology

Panel - A panel is a single graph/chart that represents a dataset. Examples include a line chart of "Inspections per month" or a pie chart of "Revenue by Service".

Dashboard - A dashboard is a collection of panels viewed together. You can have multiple dashboards, allowing you different views into your business.

Enable Advanced Metrics

Once you've activated Spectora Advanced, pop into Settings->Advanced Tools and enable Advanced Metrics:

Now click on the "Metrics" bottom on the right side to launch the Metrics Dashboard! You'll initially be viewing the Default Dashboard, our prepopulated dashboard that has some vital metrics.

Panel Options

Each panel has several options you can alter to view data.

Time Interval - These dropdowns allow you to select how the data is organized, such as "By Week" or "By Month" for bar/line charts:

Other graphs, like pie charts, allow you to view data from a certain time period, like "YTD" or "Last Year":

Export - Every graph allows you to export the dataset to a spreadsheet for viewing and manipulation in Excel/Sheets:

Creating a Custom Dashboard

The real power of Advanced Metrics is the customizability. Through creating custom dashboards and panels, you'll be able to view whatever data is important for your business and your market.

To create a new custom dashboard, just hit the "+" button and "New Dashboard":

You can name it whatever you like! It will begin empty, so it's time to add some Panels.

Creating Panels

Each panel is a graph or chart helping you visualize data. There are infinite possibilities here and it may take some playing around to completely understand the process.

To add a panel, hit "+" and "New Panel":

First, you'll choose a name. This is what the graph will be labeled, so something descriptive of the data like "Top Referral Sources" or "Revenue Over Time" makes sense.

Datasource

Next, you'll choose the Datasource. This impacts what fields you'll be able to construct your chart from. Here's what each means:

Agent Metrics - This allows you to view data as connected to particular agents. This is useful to see the most productive agents by revenue or number of inspections, for example. You can also connect other inspection data to agents, such as which agents send you the largest houses.

Charge Metrics - This allows you to view data related to your charges/fees. This can be used for looking at revenue, revenue-by-service, inspections-by-referral-source, highest-revenue zip codes, and much more. 

Inspector Metrics - This allows you to view data related to your inspectors on your team. This can help you see revenue-by-inspector, inspections-per-inspector, which inspectors and doing inspections in which cities, etc.

(We'll be adding more datasources in the future as well!)

Chart Type

The chart type is how the chart looks and displays data. If you want to see data over time like "Number of Inspections per Month", "area" and "line" charts are great. If you're looking for proportional data, like "Top Referral Sources", "pie", "bar" or "polar area" charts work well. You will likely want to experiment with these - you can always edit a panel later so play around!

Here are a few examples:

Area Chart

Line Chart

Pie Chart

Polar Area Chart

Bar Chart

Horizontal Bar Chart

As you can see, various charts can show the same data and the differences are largely aesthetic. There are several other types, so play around and find the ones that you like best!

Summary

By allowing you customizable insight into your data, we hope to give you in-depth business intelligence that allows you to make better decisions as a business owner. 

Let us know if there are graphs you need help putting together or require additional data for. We've built an extensible system that will be able to grow and expand as necessary!

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