Metrics

Metric allows you to create your own indicators based on mathematical formulas or calculations based on event you analyze in Synerise. In segments or funnels we analyzed the activities of the users, but here in metrics we actually are operating on events or client’s attributes, and analyze the number of times that specific event has occurred in the system.

Business benefits

  • The ability to quickly count any events in the system.
  • Personalize analyses to create your own KPI based on your own formulas and calculation methods.

Metrics dashboard

In order to set up a new metric, go to Analytics → Metrics.

Screenshot from the Synerise analytics module presenting the list of metrics

There you can see the list of all metrics divided into 4 columns where you can basic information:

  1. Metric name.
  2. Author.
  3. Created date.
  4. Updated date.
  5. Menu - here you can edit, duplicate or delate metric.

To create your first new metric click the blue button Add new metric in the upper right side of the screen. There you can decide which type of metric you want to create.

In Synerise you can create two types of metrics: Simple metric and Formula metric. - Simple metric - allows you to calculate how many times a specific event has occurred in a particular business profile. - Formula metric - created on the basis of mathematical operations on your events.


Create Simple Metric

Screenshot from the Synerise analytics module presenting simple metric

Before you start counting your simple metric, remember to choose a few important options:

  1. Add the name to your metric, additionally you can also add the description,
  2. Describe the type. You can choose event or attribute.
  3. Select the aggregator from the mathematical formulas: exist, sum, min, max, average and count. Your choice determines the way, your event will be count. You can count the total number of events, but also the minimal or maximal numbers of the event (e.g.page visits) or the average (e.g. average purchase value).
Warning: You can also choose the occurrence type. This is helpful when, for example, you are making an email summary from your campaign:

  • If you want to exclude all openings, you use the all option.
  • If you want to check only the unique opening, then you choose the first option (in this case only the first open counts for every person), or last (only the last open will count).

1. To create metrics you can choose attribute 2. You can also choose event for your metric*

To do this read article Client filter to get more information about creating events and clients properties (client attribute).


Create Formula metric

Thanks to Formula metric you can create your own indicators and formulas based on events existed in system. After choosing the Formula metric start describing first event. To do this click it once.

Screenshot from the Synerise analytics module presenting how to create a formula metric and describe the event

First of all you should set up a few important options:

  1. Name your metric and additionally add the description.
  2. Add an attribute - this can be a client attribute, an aggregate, or another expression. These provide the specific values to the formula.
Arrow Learn more
Screenshot presenting the view of adding expressions in the analytics module in Synerise

  1. To start, click on the component you want to edit.
  2. Give it a name.
  3. Select a previously defined attribute from the list.
  1. Event - Choose an event, which means any activity we can measure in the system. You can choose it from the list.
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Screenshot from the Synerise analytics module presenting custom filter with event

  1. To start, click on event.
  2. Give it a name.
  3. Select a event from the list.
  1. Number - you can use it if you want to further specify the numeric value of another component or the whole formula.
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Screenshot presenting the view of adding expressions in the analytics assets module in Synerise

  1. To start, click on the component you want to edit.
  2. Enter the preferred number in the field.
  1. Function takes the values from attributes and returns a value based on the input.
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Screenshot presenting the view of adding expressions in the analytics assets module in Synerise

  1. To start, click on the component you want to edit.
  2. Function takes the values from attributes. The following formulas are available:
    • Abs - Returns the absolute value of the function argument.
    • Ceil - Rounds the particular value upward.
    • Exp - Returns the value of the specified number raised to the power given in brackets.
    • Floor - Removes the decimal part of the particular value.
    • IfNull - Returns a Boolean value that indicates whether the expression contains any valid data (Null).
    • Ln - Returns the value of the natural log of the given number.
    • Max - Returns the largest value in a set of values.
    • Min - Returns the smallest value in a set of values.
    • Mod - Returns the value of the rest after dividing the number by a divisor. The result has the same sign as the divisor.
    • Round - Rounds a number to a certain number of digits.
    • If - Allows logical comparisons between the value and what you can expect.
    • Equals - Returns a value equal to the specified number.
    • Greater - Returns a value greater than the specified number.
    • Greater or equals - Returns a value equal to a number or greater than it.
    • Less - Returns a value less than the specified number.
    • Less or equals - Returns a value equal to a number or less.
    • Not equals - Returns a value that is not equal to the specified number.
    • Now - Allows you to insert a static date or time to your formula.

Mathematical symbols

Screenshot presenting the view of adding expressions in the analytics assets module in Synerise

  1. Determine what mathematical symbols should appear between the various components of the formula (remember to keep the logical order and sequence of actions).
  2. You can duplicate or delete any formula component at any time.
  3. To add another formula component, click the plus symbol.

Client Filter

You can use custom filter when you want to take into account in your analysis not only people who did chosen activity but also are in specific segment, have a tag or meet other conditions.

Screenshot from the Synerise analytics module presenting custom filter

  1. Click filter and choose it from categories on tabs:
  2. Choose all.
  3. Choose events.
  4. Choose clients properties.

Click Client filter article to get more information about creating events and clients properties in client filter.


Set up data

When you define your formula, you have to set up the time range. It means that only events occurred in this specific range of time will be taken into account in your analysis. To set up time range you can use two options.


Data picker

Screenshot from the Synerise analytics module presenting data range fo event

  1. You can add the range of time in which the chosen condition happened using the calendar. Just click the start and end dates.
  2. You can also use a custom time option - last or before:

    • Last - The time interval you want to analyze (for example, all steps were completed in the last 30 days).
    • Before - Goes back for a period of time (for example, we want to analyze all customers who completed the funnel before December 24th). The time interval by which you go back (for example, one month) will not be analyzed and will be excluded from the report. It means that you can take into account only customers who have met specific conditions before this time interval.
  3. You can use a few ready-to-use options visible below the calendar: today, yesterday, last 7 days, and more (this month, last month 3 months, 6 months, last year or all time).

  4. The last option is time - you can set up the details using the select time button.

Warning: This is a dynamic option, which means that it will take into account people who met all the conditions from the funnel within the last 7 days, 30 days, etc. The segment will change dynamically.

Preview analyze

Screenshot from the Synerise analytics module presenting a metric preview

When you finish the configuration of your metrics, click Preview analyze. At this point, the system checks the database you have included in the analysis.

  • Select the data range in which you want to organize your data (for example weeks, months or click the start and end dates).
  • Compare the results presented in the report to data obtained in another, defined period of time.
Warning: Due to the nature of the automatic refresh operation, every change made in the Interval or Compare to option must be approved with the Apply button.

Saving the metric

When your metric is ready you can save it. Click the blue Save & Exit button on the upper-right side of the screen to save your segmentation.


Example of use

Using metrics in scoring

Assign points to specific customer actions, because it can measure their loyalty. You can also measure points assigned at a given stage of a sales or marketing campaign. Adding all of the activities important for loyalty in metrics, let you build simple scoring system.

Screenshot from the Synerise analytics module presenting use case

  1. You have to start with creating example event - let’s say that it can be page visit.
  2. Change the name of your event to make sure that it will be visible in your formula.
  3. Then choose from the type “number”.Then assign a point value to a specific event, e.g. page visit.
  4. To create the whole formula of your scoring system use brackets, and add every event in them. Between the events add plus to add plus points to customers every time he will do this specific activity.
  5. Give minus points if some activities are not expected e.g. unsubscribe newsletter. To do this just choose minus sign between event and number.

Benefits

  • Scoring system let you extract the group of most loyal customers.
  • You can easily monitor the inactive customers and do everything to encourage them to come back.

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