Quick explainer video:
What is a Metric?
A quantitative measurement of your data. Metrics in Analytics can be sums, ratios, etc.
Metrics are individual elements of a dimension that can be measured as a sum or a ratio.
For example, the dimension Total Population can be associated with a metric like Population, which would have a sum value of all the residents of the specific city.
Metrics comprise the logic of your incentive campaigns - on Compass. It’s a GUI-based rule builder palette with standard and advanced mathematical and logical functions that enable you to break down, design and customize your most complex structures and campaigns.
Linear Metric - A metric that takes a single input value, transforms it based on a linear function and stores it.
Aggregate Metric - The process of taking multiple input values and then using them to produce a single output via the rules defined by the aggregation type. For example, taking an average of multiple values.
Compass has AVERAGE, SUM, and COUNT functions as aggregate functions.
Why do we need METRICs?
Every report in Analytics is made up of dimensions and metrics. Metric is the building block for any Plan that we configure on Compass.
Let us consider a simple example to understand the relevance of metrics and how and where they need to be used:
Incentive Structure |
|
Slab | Flat Incentive |
Ach % < 50% | $1,000 |
Ach % < 75% | $2,000 |
Ach % < 100% | $3,000 |
Ach % >= 100% | $5,000 |
Dimensions (Name of Metric) are attributes of your data. For example, the dimension City indicates the city, such as "Paris" or "New York," from which a session originates.
Metrics are quantitative measurements. The metric Sessions is the total number of sessions, and the metric Pages/Session is the average number of pages viewed per session.
The tables in most Analytics reports organize dimension values into rows and metrics into columns.
For example, this table shows one dimension (City) and two metrics (Sessions and Pages/Sessions).
DIMENSION | METRIC | METRIC |
City | Sessions | Pages/Session |
San Francisco | 5,000 | 3.74 |
Berlin | 4,000 | 4.55 |
Let's understand the workflow of METRICs
Metrics are parameters based on which participants are evaluated and are rewarded incentives.
To access this feature, click on the ‘Metric’ in the admin main menu on the left side of the home page.
New metrics can be created using the option "Create a Metric" present on the top right corner of the screen.
Details such as the metric's name, connection (to any Plan), and condition must be entered.
Select a connection (any Plan/Table/Metric) to add conditions.
Under conditions, the admin has to enter field, function, metric, and static data to create a condition for the particular metric.
Like under Field, we can select the output of connection (Milestone-Reward/Score) or Headers of a Table, which comes from the connection we select.
We can also include functions to define the criteria. Under functions, we have:
Logical functions
Mathematical functions
Operators
Further, an aggregate function performs a calculation on multiple values and returns a single value. Compass provides many aggregate functions, including average, count, sum, min, max, etc. An aggregate function ignores NULL values when it performs the calculation, except for the count function.
The GROUP BY function in Compass groups rows with the same values. Optionally, it is used in conjunction with aggregate functions to produce summary reports from the data. WHERE is used to extract only those records that fulfill a specified condition.
The AND operator records whether all the conditions separated by AND are TRUE. The OR operator displays a record of whether any of the conditions separated by OR are TRUE.
Under the metric dropdown, we can see and use all the other relevant metrics that have already been created using the same connection.
If a numerical value must be included in the calculation, we can use STATIC, where the required numerical value is added and submitted.
Once completed, click "Save" to complete the metric creation.
Later, if we need to change the metric, that is also possible.
When we click the three dots, we get the Edit, Clone, Disable, and Delete options. A metric already used in any Plan must not be Edited, Disabled, or Deleted, as it can affect its outcome.