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Accounts Metrics Views and Filters

ver. 1.0

 

On the side menu select “Metric”.

On the "Metric Page" beside “Account Metric” there is a a drop down icon, containing:

  • All Accounts
  • My Accounts
  • Contributing Accounts
  • Archived Accounts
  • Add Filter

Choose the view you want from the drop down. Or create a filter.

Accounts_Metrics_Views_and_Filters_01.png

 

Current Section

Click on "Current".

Accounts_Metrics_Views_and_Filters_02.png

 

Has the following features:

  • displays the active accounts that you are viewing based on the filter selection
  • shows the values for each metric
  • account sort - by value or color
  • metric view - choose from all metrics or customize by clicking "add view"

Accounts_Metrics_Views_and_Filters_09.png

Historic Section

Click on "Historic".

Accounts_Metrics_Views_and_Filters_04.png

 

Has the following features:

  • displays the past accounts that you are viewing based on the filter selection
  • shows the values for each metric
  • account sort - by value or color
  • metric view - choose from all metrics or customize by clicking "add view"
  • compare view - select from available timeline

 Accounts_Metrics_Views_and_Filters_03.png

Accounts_Metrics_Views_and_Filters_05.png

Edit Metrics Values

Both the Current and Historic sections are editable. Click on the name of the company or any of its metric.

This will take you to the account metrics of the specific account. 

Accounts_Metrics_Views_and_Filters_07.png

Expand or collapse the selection by clicking (-)/(+)  or the icons.

Choose compare views by selecting the timeline from the drop down.

Accounts_Metrics_Views_and_Filters_08.png 

 

 

 

If you want to view all of the account metric click the triangle icon on the right side it will have a drop down of your account list 

When you click one of the company you will see the full details of the account status

 

 

You can click the expand/collapse icon to change the view of the screen on the right side you will see a triangle icon it has a drop down of days for can look back as far as 1yr.

 

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