Target metrics

Updated 

Within Reporting, you can designate Target Metrics which will be displayed on a widget graph alongside the actual metrics. Target Metrics allow you to compare the actual performance of a metric against a pre-set goal. It also helps you set targets and performs reporting to check whether the performance goals have been achieved or not. Target Metrics are also used to define quantitative measurements for the quality of your posts and campaigns..

The visualization of setting target metrics in the Reporting Dashboard helps you make an informed change in the budget allocation of a campaign to achieve its objectives.

As always, care must be taken while defining the target metrics.

  • Limit the metrics to a set that can be realistically monitored.

  • If set too high, they may be completely unattainable.

  • Ensure that they can be repeatedly and consistently measured.

  • Provide balance across the different factors being measured.

  • Prioritize the metrics according to their significance to the posts and campaigns.

Note

If you select the Workspace name, Target Metrics will be visible to all users who are either Global admin or Global User. For users who are either Workspace Admin or Workspace User, you need to select both Workspace Name and User/User Groups.

To Add Target Metrics

  1. Click the New Tab icon. Under the Sprinklr Social tab, click Reporting within Analyze.

  2. On the Reporting Home, click the Options icon in the top-right corner and select Target Metrics.
    Selecting Target Metrics from Reporting Home
    If you are on a Reporting Dashboard, click the Options icon in the top-right corner and scroll down to Settings. Hover over Settings and select Target Metrics.
    Selecting Target Metrics from Reporting Dashboard

  3. In the Target Metrics window, click Create Target Metric in the top right corner.

  4. Enter the Target Metric details and click Create in the bottom right corner. For more information, see Add Target Metric — Field Descriptions.

Add Target Metric — Field Descriptions

Term
Description
Name

Enter a descriptive name.

Metric Color

Select a color from the color palette.

Type

Select the type of reporting that you want to target.

Metric

Select the standard or custom metric you want to set a target for.

Aggregation Unit/Aggregation

This determines how the value you chose will aggregate.

For example, you can choose Value 100 every '1 minute' or '3 Months'.
Category

Select if you want the target to be broken out for a category as opposed to an aggregate.

Target

Enter a Numeric Target Value.

To Share Target Metrics

  1. In the Target Metrics window, hover over the desired target metrics Options icon and select Governance.

  2. In the Share Target Metric pop-up window, select the Workspaces and User / User groups you want to give access to. You can also check the box alongside Share with everyone to share the metrics globally.

  3. Click Share in the bottom right corner.Sharing Target Metrics Globally or With Particular Workspace or User from the Reporting Dashboard

To Build an Applicable Widget with Target Metrics

Target Metrics have logic built into them so they are only available for an applicable widget. Ensure that the widget and Target Metric must match in the following ways:

  • Metric

  • Category — Category in the Target metric settings corresponds to the widget Dimension used in the widgets (e.g. Date, Account, etc.).

  • Value Calculation

Note

  • You can only use Target Metrics for X-Y axis graphs.

  • In order to be able to select a target metric in a widget, the filters applied to the widget and the target metric itself must match. For example, if the widget has a filter for specific accounts applied, but the target metric does not, even if the configuration is otherwise the same, you will not be able to select the target metric until the same account filter is applied to it as well.

To Create a Widget with Target Metrics

  1. Click the New Tab icon. Under the Sprinklr Social tab, click Reporting within Analyze.

  2. On the Reporting Dashboard Home, click on a custom dashboard where you want to add widgets.

  3. On the Custom Reporting Dashboard, click Add Widget in the top-right corner.

  4. On the Create Custom Widget window, enter the details as required and select the supported Visualization Type for your Target Metrics.
    Create Custom Widget

  5. Mention the parameters that are in compliance with the Target Metrics that you have created.
    (For example, if you have selected 
    DateAnswer Rate options while creating your Target Metrics, you need to select the same parameters while selecting widget type).

  6. Select Aggregation as Avg from the available options.

  7. Under the Target Metrics section, from the Target Metric drop-down menu, select the Target Metric that you want to apply.

Note

You can add more than one target to a widget but only one can be displayed at a time (the Default Target).

Adding target metrics

Click Save in the bottom right corner to finalize your Widget.

List of Widget Types Supported for Target Metrics

You can use the target metrics with the following visualization types within the widget:

  • Column

  • Bar

  • Stacked Column

  • Stacked Bar

  • Line

  • Spline

  • Area

  • Area Spline

  • Bubble

  • Combination