As part of Spectora Advanced, Advanced Metrics is a powerful and complex engine for creating custom graphs, charts, and spreadsheets from your data. These insights can help you gather business intelligence and make data-driven decisions.
More of a visual learner? Watch this video overview!
How to Enable Spectora Advanced Metrics
How to Enable Spectora Advanced Metrics
To enable this feature, first, you must be signed up for Advanced.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Settings"
Click "Advanced Tools"
Click "Enable Advanced Metrics"
Click "Metrics" to navigate to your metrics dashboard
You'll be redirected to the default Metrics dashboard. With Spectora Advanced, you can create a custom dashboard with your preferred data widgets.
Keep reading to see how!
How to Create a Custom Metrics Dashboard
How to Create a Custom Metrics Dashboard
A custom dashboard is what you make it. You can name it anything you want and include widgets that fit your business needs. In this section, you'll see how to create a new custom dashboard to view your Spectora Advanced Metrics.
💡 Quick tip: Click on the video above to expand it in another window.
Click "Dashboards" to open the dropdown menu
Click "+ New Dashboard"
Name your new dashboard
Click "Save Dashboard"
Click the + sign
Click "+ New Dashboard"
Click "Add Widget" to add them to your dashboard
Click "Add Custom Metrics Widget" to create a new widget
Click "Close" once you've added your chosen widgets
You can resize each widget by clicking and dragging on the bottom right corner. You can also rearrange your widgets to whatever order you'd like by clicking and dragging the widgets.
How to Create a Custom Metrics Widget
How to Create a Custom Metrics Widget
If the provided widgets don't fit your fancy, you can create a custom Metrics widget. The custom widget allows you to choose what data is used, how that data is then filtered, and how it appears on your Metrics dashboard. In this section, we'll go over how to create a custom widget and what each tab means.
💡 Quick tip: Click on the video above to expand it in another window.
Click the + sign
Click "Add Custom Metrics Widget"
Choose a Data Source
Click "Next"
Select your Options and Filters
Optional: To see data from past years in the same graph, select YES from the "Show comparison data from the past" option
Click "Next"
Input Details & Appearance for your widget
Click "Save"
Your new widget will now show on your dashboard
Let's dive into each tab of the widget a bit more! Click the section to expand it:
Choosing a Data Source
Choosing a Data Source
First, you'll choose the Data source for your custom widget. This impacts what fields you'll be able to construct your chart from.
Each Data Source will pull specific data as the base for your widget.
Inspection Data
All inspections in our system, including canceled, deleted, unconfirmed, paid, and unpaid inspections. (You can further filter using 'Filters')
Payment Data
Payments you've collected from your clients
Agent Data
Client's agent data (paid inspections only)
Service Data
Services connected to paid inspections
Add-On Data
Add-ons connected to paid inspections
Inspector Data
Data by assigned inspector(s) on all inspections in our system, including canceled, deleted, unconfirmed, paid, and unpaid inspections (You can further filter using 'Filters')
Charges Data
Invoice line items (paid inspections only)
Select Options & Filters
Select Options & Filters
Next, you'll choose your options and filters for your data source.
The options and filters will help you narrow down exactly what type of data you want displayed.
Calculate
You can calculate things like total or average revenue, total inspections, or average square feet.
Groups
The group option sorts your calculated field (ie. total inspections) by things like company, referral source, inspection city, or state.
Filters
The filters allow you to specify a particular time frame like the last 30 days or this calendar year to date.
You can further filter your time frame by intervals. Select from day, week, month, or year.
You can also add additional filters with the "Add Filter" button to show even more specific info like only paid inspections.
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.
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!
Input Details & Appearance
Input Details & Appearance
Choose your panel name, give it a description, and choose the size.
Custom Widget Features
Custom Widget Features
Metrics widgets can be filtered even further by specific time intervals, edited, exported, refreshed, or even deleted. This section will show you how to find and use each of these features.
Time Interval
This dropdown allows you to select how the data is organized, such as "This Week" or "Month to Date".
Edit
You can edit the data source, filters, or appearance of a widget without having to start from scratch!
Export Data
Every graph allows you to export the dataset to a spreadsheet for viewing and manipulation in Excel/Sheets
Refresh
If the widget looks like it might be showing old data, you can hit the refresh button to reload it and pull in any new data
Duplicate
You can duplicate the widget to make an exact copy of it. This is great to use if you want two widgets using the same data source and filters, but showing different time frames.
Delete
You can remove a widget from your dashboard at any time with the delete option.
Create Multiple Custom Dashboards
Create Multiple Custom Dashboards
The real power of Advanced Metrics is customizability. By creating custom dashboards and panels, you can view whatever data is important for your business and your market.
You can have as many dashboards as you'd like and customize each one for a specific business need.
By providing customizable insights into your data, we aim to offer comprehensive business intelligence that empowers you as a business owner to make informed decisions.
Whether you need assistance in creating specific graphs or require additional data, our extensible system is designed to grow and adapt to your needs. Feel free to let us know how we can support you!
Frequently Asked Questions
How can I see the average inspection fee for the current year vs previous years?
First, add the "Average Inspection Price" widget to your dashboard with these steps.
Then click the 3 dots in the top right corner of the widget to edit it.
Select a time frame such as 'this calendar year'
Under 'Show comparison data from the past' select YES
The widget will now show the average price for the current year and previous years.
How can I differentiate between the inspection fee itself/a stand-alone service and inspections with ancillary services in the metrics widgets?
While you can filter by specific services in the metrics widgets, there is no option to filter by ancillary services or add-ons.
We do have pre-built widgets for add-on revenue, service revenue, add-on breakdown, and service breakdown which can help.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
