Creating Metrics and Goals

Metrics and Goals

Metrics enable the user to add counters, monetary value, and analytics to Customer Journeys. Metrics are either automatically created for listener graphs or manually defined and associated on individual nodes in the Journey Mapper and Graph. One important note is that while one can define and associate metrics in the Journey Mapper (where one conceptualizes the Customer Journey), the metrics are incremented in the Graph (where one executes the Customer Journey logic). Currently, Xponent supports the following types of metrics:

  • Basic - increments a counter whenever a node has been run

  • Compound - performs a calculation that returns a percentage or decimal based on your defined numerator and denominator 

  • Default - appear automatically on all listener graphs to display the count of listeners starts and listener completes

How to create Metrics

To define and associate a metric to a certain node, click on the node and select the 'associate Existing Metric" from the right hand column of the window. The right hand column shows the Step and Metrics editor, the Metrics panel and the Graphs panel as shown below. 





New Basic Metrics can be created by selecting a node and then clicking on the '+ Create New Metric' button, which will show the Create Metric dialog window. Each metric has a name, a type, an optional goal and description. Basic metrics can be of two types: Numeric or Monetary.  Monetary metrics allow the selection of the currency (currently supported values are the Dollar($), Pound(£) and the Euro(€)) and the increment value.



   

Once a metric is created it will be shown as a small tile in the Associated Metrics list. The tile has two active areas. In the top left is the favorite metric selection star and in the bottom right is the disassociate link. Up to four favorite metrics will be displayed on the project tile on the Xponent home page. All metrics are shown via the metrics button on the project tile from the home screen. 

If a metric is defined with a goal then a percentage of the goal achieved will be shown and the metric tile will be colored in red, orange or green depending on the metric completion level. The screen shot below shows the Show All Metrics window from a project that has many metrics - the four favorite metrics are shown first on this window. New metrics can also be added in this window, compound metrics especially can only be added in this window. 

Associate Metrics in a Graph or Journey

To associate a metric in a Graph or in a Journey Map, just select the node to which you want to attach the metric and right click to see the Associate Metric in the list. Simply click on the row  to attach the metric to the selected node in either a Graph or a Journey Map. Please note, when you associate the metric in the Journey Map, the same metric must be associated to a node in a graph to ensure that it is incremented. Otherwise, the metric will not increment accordingly. 

Once the metric is associated, you can click on the icon at the top right hand corner in your journey map to see how the metric is incrementing.

In this view, if a node is associated with a certain metric, they can be expanded and brought up to show a graph that depicts how the metric has changed over time, making a visual graph that can be shared with others. 



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