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Spectora Advanced: Metrics
Spectora Advanced: Metrics

Our Advanced Metrics dashboard allows you to create custom graphs and charts to gather business intelligence for data-driven decisions.

Jess Flake avatar
Written by Jess Flake
Updated over a week ago

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

To enable this feature, first, you must be signed up for Advanced.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Settings"

  2. Click "Advanced Tools"

  3. Click "Enable Advanced Metrics"

  4. 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

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.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click "Dashboards" to open the dropdown menu

  2. Click "+ New Dashboard"

  3. Name your new dashboard

  4. Click "Save Dashboard"

  5. Click the + sign

  6. Click "+ New Dashboard"

  7. Click "Add Widget" to add them to your dashboard

  8. Click "Add Custom Metrics Widget" to create a new widget

  9. 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.

Screen Recording 2024-01-18 at 02.07.26 PM

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.

πŸ’‘ Quick tip: Click on the video above to expand it in another window.

  1. Click the + sign

  2. Click "Add Custom Metrics Widget"

  3. Choose a Data Source

  4. Click "Next"

  5. Select your Options and Filters

    1. Optional: To see data from past years in the same graph, select YES from the "Show comparison data from the past" option

  6. Click "Next"

  7. Input Details & Appearance for your widget

  8. Click "Save"

  9. 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

First, you'll choose the Data source for your custom widget. This impacts what fields you'll be able to construct your chart from.

Spectora Metrics Dashboard 2024-01-18 at 2.13.03 PM

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

Next, you'll choose your options and filters for your data source.

Spectora Metrics Dashboard 2024-01-18 at 2.36.28 PM

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

Choose your panel name, give it a description, and choose the size.

Spectora Metrics Dashboard 2024-01-18 at 2.42.16 PM

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!

      Spectora Metrics Dashboard 2024-01-18 at 2.50.44 PM


  • Export Data

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

      Spectora Metrics Dashboard 2024-01-18 at 2.44.37 PM


  • 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

      Spectora Metrics Dashboard 2024-01-18 at 2.46.25 PM


  • 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.

      Spectora Metrics Dashboard 2024-01-18 at 2.46.34 PM


  • Delete

    • You can remove a widget from your dashboard at any time with the delete option.

      Spectora Metrics Dashboard 2024-01-18 at 2.46.41 PM

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!

If you have any questions or feedback, write into our chat bubble or email!

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