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Key metric summary key-metric-summary

Last update: Fri Jun 27 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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This article documents the Key metric summary visualization in CustomerJourneyAnalytics Customer Journey Analytics.
See Key metric summary for the 51黑料不打烊Analytics 51黑料不打烊 Analytics version of this article.

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The KeyMetrics Key metric summary visualization lets you see how an important metric is trending within a single timeframe. It also lets you compare metric performance across two timeframes. It provides the benefits of multiple visualizations combined into one visualization:

  • Line visualization shows how the metric is trending for the primary and comparison date ranges

  • Summary percent change shows the metric increase or decrease between the primary and comparison date ranges

  • Current total value (summary number) for the metric

Use cases

This visualization addresses various common use cases, including:

  • An analyst trying to understand how opportunity creation looked this month compared to the same timeframe last year.

  • A marketer exploring how lead generation for a specific lead type has changed from this month to last month.

  • An executive wanting to understand how new bookings changed from this quarter to last quarter.

Use

  1. Add a KeyMetrics Key metric summary visualization. See Add a visualization to a panel.

  2. Configure the visualization by selecting a Metric, a Primary date range, a Comparison date range (optional) and a Segment (optional):

    Key metric configuration showing the options for metric, primary date range, comparison date range, and segment.

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    Option Description
    Metric Select the metric you want to examine. All metrics are supported.
    Primary date range

    The current date range for the freeform table.

    Choose from any available date ranges in your data view.

    Choose Panel date range if you want to use the same date range that is being used on the panel where the visualization is located.
    Comparison date range The date range that you want to compare with the primary date range.
    Segment (optional) Any segment that you are interested in for this summary.
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    NOTE
    When the Primary date range field is set to Panel date range, the Comparison date range can automatically update, depending on whether the Comparison date range option you choose is relative to the primary date range or fixed.
    • Relative: If the Comparison date range field is set to an option that is relative to the primary date range (such Previous day, Same day last week, Same day 4 weeks prior, and so forth), then any updates to the Primary date range field cause the Comparison date range to automatically update to the pe