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Metric Widgets



Metric Widgets can be added to white label PDF Reports, Client Dashboards, and Marketing Dashboards to create a colorful high-level summary or comprehensive dashboard of the marketing metrics most important to each campaign.

Client Dashboards can have 1 page of single metric widgets per campaign, Marketing Dashboards and PDF reports can have multiple versions of single metric widget pages because they are constructed in a modular, multi-report manner.

For a detailed listing of the many metrics that can be displayed in these widgets, please refer to the Insight Graph documentation as both use the same metrics.

Single Metric Widget
 

Anatomy of a Metric Widget

             
 

After a widget has been created, you can click the gear icon (top right) to access the widget settings.  Click the bars icon in the top left to drag to drag and drop the widget to a different position in a multiple widget report. 

Single Metric Widget Features

The metric number in the center (e.g., 6.68 in the above example) is the data for the last date of the report.

The Trend Chart data is based on the Frequency Filter setting and Trend Chart Date Range selection.

The Previous Period
  • Metric number is the data for the same number of days as a current month for the previous month. (For example, the current date range is 30 days so the previous period will be the previous 30 days). The Data Source: Google Analytics and PPC have two Previous Period options: Date Range and Calendar Month. The Date Range metric is the data for the previous month with the same number of days as the current date range. The Calendar Month is the data for the full previous calendar month. *Note: In order to collect correct Previous Period Calendar Month data, the current date range must start from the first day of the month.
  • The % is the change between the metric data for the last date range of the report period and data for the same date range of the previous month.
The Previous Year
  • Metric number is the data for the same date last year
  • The % is the change between the metric data for the last date of the report period and the data for the same date last year.


How to Use the Metric Widgets Interface

             
 
Buttons and Settings

How to work with the Metric widget interface
In the screenshot above the following features are highlighted:
1. Add Metric button launches the metric settings screen in which you can select everything from data type to color and features to be displayed.
2. Add Cross Campaign Metric button is available only with Enterprise packages. In addition to the settings available in the "Add Metric" button, you may select a campaign other than the one you're building the widget page in. This is useful when creating multiple campaigns for the same client (e.g., website campaign plus YouTube channel campaign, Corporate campaign vs. individual franchise location campaigns, etc.)
3. Add Custom View Metric button allows data from multiple campaigns to be aggregated (learn more...)
4. Separator button allows you to insert a separator bar, with or without a title, in order to organize the display of widgets into logical groupings. 
5. Remove All Metrics button deletes all metric widgets from the page. Before using that, we caution you to consider if you may need to access those widgets again, and if so, create a Preset first (refer to 6 below).
6. Date Range can be adjusted for the data that you want to view on this screen. The date range that displays in Client Dashboards, Marketing Dashboards, and PDF reports will be determined by the settings in those tools.
7. Report Presets allow you to save multiple versions of the same report. This is a great feature for Single Metric Widgets, allowing you to create 1 version for rank, another for traffic, another for social media, etc. (learn more...)

Page of Metric Widgets

This is what a widget page can look like after a number of widgets have been created. In this screenshot, we've explained how the settings and features are labeled. 

Page of Single Metric Widgets


Widget Style Examples

 
Widget with Trend Chart, Compare to Previous Value & Change (default theme box width 250)

Single Metric Widget


Widget with Trend Chart, Compare to Previous Value & Change (black theme, box width 150)

Single Metric Widget


Widget (aqua theme, box width 200)

Single Metric Widget


Widget with Previous Period Value & Change (black theme, box width 300)

Single Metric Widget black theme


Widget with Trend Chart(black & white theme, box width 300)

Single Metric Widget


Gauge Widget

Gauge widget


A Group of Single Metric Trend Widgets

Widget Group

A Group of Gauge Widgets

panel of gauge widgets




Widgets in a White Label Marketing Dashboard 

This marketing dashboard was built with a variety of single metric widgets. As demonstrated, it is possible to have multiple widgets of varying colors and themes on a page.

Marketing Dashboard built with Single Metric Widgets


Build a Page of Metric Widgets

 

The Metric Name you enter displays across the top of the widget and you have the option to show or hide the Trends Chart, Previous Period Value, Previous Year Value, and Change between current and previous dates.   If you're placing multiple widgets on one Web Dashboard screen or in a PDF report, you can drag and drop each widget into the order you prefer.



Add a Metric

Click the Add Metric (or if you have an Enterprise package then you may also choose the Add Cross Campaign Metric button), or you can expand the Report Options section of the screen and add a Custom Report Title and individual Metrics.

add metric

  • Click the Add Metric button to create a Single Metric Widget for the campaign that is displayed in the upper right of the screen.
  • If your account has an Enterprise package, you can click the Add Cross Campaign Metric to add a metric associated with a different campaign, and then select the campaign.

    add cross campaign metric


Data Source


Select a Data Source and Metric (refer to the Data Source Options section in this documentation for a list of the available metrics). 

Single Metric Widget Details

Some metrics have additional options and filters, in this example, Average Rank has options to select:
  • Domain: the primary campaign domain or one of the additional websites (e.g., competitors) added to the Websites screen in campaign settings.
  • Search Engine: choose from any of the search engines tracking in the campaign.
  • Keyword Tags: select individual or all Tags and filter for keywords that Contain at least 1 selected Tag (OR) or Require that all selected Tags (AND) meet the Average Rank Rules you select below.
  • Frequency: choose from Day, Week, or Month
  • Results: filter Rank results by Top 10, Top 20, etc.
  • Average Rank Rules:  If you want the Average Rank calculated differently than the actual rank, then enter a Rank Threshold number.

    Rank Value: enter the value you want Rank Ranger to use for keyword rank that is higher than the Rank Threshold you've chosen. Keyword rank value will then be calculated based on the number you set in the Rank Value field.

    Enter 0 if you want the keyword ignored completely when calculating average rank.

    Leave the Threshold at 100 and Rank Value at 0 to have the actual rank value used in calculating Average Rank, this is our default method.


Trend & Comparison Display Settings

 
Metric Name and Trends Chart Color

Enter a Name for your metric for the label that displays across the top of it.

Click the Color Selector to change the color of the Trends Chart.

Metric Name and Color

Color Selector

Click the color box to the left of the Metric Name to launch the Color Selector. Choose a color for the display of the selected metric on the trends chart. Options include:
  • select a standard color from the palette
  • slide the color bar and drag the dot until the color you want is displayed
  • enter a Hex color value
Then click the Select button

Color selector

Display Setting Options

Display Settings allow you to control the design of your Single Metric Widget:
  • Trend Chart: Show or Hide
  • Previous Period: Show or Hide
  • Compare Display: is available when Previous Period is set to Show. Select Previous Value, Change, or both Previous Value and Change.
  • Trend Chart Date Range: Choose from Default Report Date Range, Last 3 months, Last 6 months, or Last 12 months
  • Box Width: set this to the size you want the widget to display as on the screen, in a PDF report, or in Web Dashboard
  • Theme: Select the theme design you want for this widget.
Click the Save button when you have finished making all your selections.

single metric widget display settings

Gauge Widget Display Settings

             
 
Default Gauge Settings
In the widget display settings Widget Type, select Gauge and you'll see these default settings 

default gauge settings
Based on the widget metric and your knowledge of the average results and goals, enter numbers in these fields:
  • Minimum: this should remain at 0 unless you want the gauge scale to be different, this setting corresponds to the "Minimum" color
  • Mid-Low: choose a number between the minimum and maximum you enter, this setting corresponds to the "Middle" color
  • Mid-High: choose a number between the minimum and maximum you enter, this setting corresponds to the "Maximum" color
  • Maximum: this could be your target goal or higher.

Gauge Type: at the time of this writing, Dial is the only option - additional styles may be added in the future.

Box Width: the default box width of 240 will allow for:
  • up to 4 gauges per row in a typical marketing dashboard, if you want 5 then change this to 200, if you plan to only use 3 then you could make them wider or keep the default.
  • up to 3 gauges per row in a Portrait orientation PDF report
Refer to the Add Title or Page Break section of this documentation to learn about using Separators to format a page of widgets.

Data Source Icon: enable this feature if you want the icon of the data provider (e.g., Rank Ranger, Google Analytics, Facebook, Twitter, etc.) to display in the top-left area of the widget.

Gauge Color Settings
To change the color of a range area of the gauge, click the color block and select the new color from the palette or enter a Hex color number
 
gauge color settings

Sample Gauge Widget

Google Analtyics display settings example


Sample Widget Settings
To create the sample widget above, we used the following Gauge display settings:
  • Minimum: 0
  • Mid-Low: 50000
  • Mid-High: 75000
  • Maximum 100000
  • Gauge Colors were selected from the color palette
  • Gauge Type: Dial
  • Box Width: 240
  • Data Source Icon: enabled

display settings for sample widget

For negative metrics, such as Facebook Unlikes, YouTube Subscribers Lost and CallRail Missed Calls, etc., you can adjust the minimum to a positive color and maximum to a negative color.


Sample Display Settings for Reverse Scale Metrics
Metrics for which the minimum value is more desirable than the maximum (e.g., Rank, Bounce Rate, etc.), the default display settings look like this: 

reversed mininum and maximum value

Example of Reverse Scale Metrics
Average Rank, Rank for an individual keyword, Bounce Rate, and Search Console Position utilize the default settings described above.  

reversed mininum and maximum value



Build a Panel or Page full of Gauge Widgets

To build a panel of gauge widgets, simply add multiple gauges and configure their display settings. Refer to the Add Title or Page Break section of this documentation for further page formatting instructions. 

panel of gauge widgets


Add Title or Page Break

             
 
Separators

Separators span the width of the page and can be used to add a title to a section of Single Metric Widgets or to insert a page break for display PDF reports.

insert separator between rows



Add Metric Widgets to White Label Reports

 
Single Metric Widgets in PDF Reports & Web Dashboard

When you have finished working on the Single Metric Widget(s), you can easily add your creation to a White Label Scheduled PDF Report or Marketing Dashboard page by hovering over the gear icon and selecting the desired option, and then select the date settings you want to be used in the PDF or dashboard.


add widget to PDF reports and Web Dashboards

Metric Widget Settings for Client Dashboard

  • Open the Graphs & Widgets > Single Metric Widget screen and select the Campaign (upper right corner menu) you want the widget to display in.
  • Create one of more Single Metric Widgets and then expand Report Options, hover over the Save As an icon, and select Save as Default for Client Dashboard.
  • Open Campaign Settings > Client Dashboard and check the box for Single Metric Widget and click the Save button.

Single Metric Widget Client Dashboard settings



Google Sheets Data in Metric Widgets

More

Data Source Options

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