Metrics help you to better understand your customer behaviors and business performance. You can use metrics to define the Key Performance Indicators (KPIs) that best reflect the performance and health of your business. These metrics address audiences like individual customers' behavior or business-level performance to understand the aggregate-level revenue in the whole business.
SkyPoint Modern Data Stack Platform provides an intuitive experience that helps make it easy for you to build different types of metrics and view insights. It includes three different types of metrics. These are as follows:
Follow the below steps to create a profile attribute:
- Go to Activate > Metrics.
The Metrics page appears.
- On the Metrics page, click Add metrics or New Metrics.
- Select Profile Attribute.
- Enter a Name and Display name in the text area to identify your profile attribute.
- Click Save.
Add tables
In the Tables section, select the table from the dropdown list. You can decide whether additional tables are needed as a part of your profile attribute. Follow the below steps to add a table to your profile attribute:
- To add more tables, click Add table and select the table from the dropdown list that has a relationship with your starting table.
- If you want to remove a table, click the Delete icon (X).
Add variables
In the Variables section, you can create a numeric variable using fields from the selected tables. Follow the below steps to add variables:
- Click Add Variable.
- Enter a Variable Name in the text field.
- In the Expression Text area, choose a field to begin your calculations.
- Type an expression in the text area while choosing more fields to be included in your calculation. Currently, only arithmetic expressions (+, -, *, /, %, ^) are supported.
- Click Save to apply your changes.
- If necessary, click the horizontal ellipsis and do the following:
| To |
Do |
| Modify the variable |
Select Edit and update the variable. Click Save to apply your changes. |
| Remove the variable |
Select Delete. |
In the Variables section, mathematical operations can be performed on fields having DateTime as the datatype. Once you select the DateTime field for the first attribute, it will display the format selector drop-down list. It will show the list of DateTime formats that are related to the selected attribute. You can select the DateTime field format corresponding to the selected field.
Note
When you select the DateTime field, all other datatype fields will disappear.
Follow the below steps to add a DateTime format for attributes:
- In the Expression Text area, add the DateTime attributes.
- Choose a DateTime format from the drop-down list.
- Click Save to apply your changes.
Add metric definition
In the Metric definition section, you can add aggregation functions. Any aggregation that you create results in a new value within your metric table or attribute. Supported aggregation functions are as follows:
Average, Count, Count Distinct, First (takes the first record of a dimension value), Last (takes the last record added to a dimension value), Max, Min, and Sum.
- Select a Function from the dropdown list.
- Select a Table/variable from the dropdown list.
- Select a Field from the dropdown list.
- Type a name in the As and Display name text area.
- Select Save to apply your changes.
The Metrics page displays the added profile attribute.
- Click Run.
The Run history shows all the details such as operation duration, status, timestamp, etc.
Follow the below steps to create a profile metric:
- Go to Activate > Metrics.
The Metrics page appears.
- On the Metrics page, click Add metrics or New Metrics.
- Select Profile Metric.
- Enter a Name and Display name in the text area to identify your profile metric.
- Click Save.
Add tables
In the Tables section, select the table from the dropdown list. You can decide whether additional tables are needed as a part of your profile metric. Follow the below steps to add a table to your profile metric:
- To add more tables, click Add table and select the table from the dropdown list that has a relationship with your starting table.
- If you want to remove a table, click the Delete icon (X).
Add variables
In the Variables section, you can create a numeric variable using fields from the selected tables. Follow the below steps to add variables:
- Click Add Variable.
- Enter a Variable Name in the text field.
- In the Expression Text area, choose a field to begin your calculations.
- Type an expression in the text area while choosing more fields to be included in your calculation. Currently, only arithmetic expressions (+, -, *, /, %, ^) are supported.
- Click Save to apply your changes.
- If necessary, click the horizontal ellipsis and do the following:
| To |
Do |
| Modify the variable |
Select Edit and update the variable. Click Save to apply your changes. |
| Remove the variable |
Select Delete. |
In the Variables section, mathematical operations can be performed on fields having DateTime as the datatype. Once you select the DateTime field for the first attribute, it will display the format selector drop-down list. It will show the list of DateTime formats that are related to the selected attribute. You can select the DateTime field format corresponding to the selected field.
Note
When you select the DateTime field, all other datatype fields will disappear.
Follow the below steps to add a DateTime format for attributes:
- In the Expression Text area, add the DateTime attributes.
- Choose a DateTime format from the drop-down list.
- Click Save to apply your changes.
Add metric definition
In the Metric definition section, you can define how your chosen tables and calculated variables are aggregated in a new measure table or attribute.
- Click New Dimension.
- Select Table from the dropdown list.
You can add aggregation functions. Any aggregation that you create results in a new value within your metric table or attribute. Supported aggregation functions are as follows:
Average, Count, Count Distinct, First (takes the first record of a dimension value), Last (takes the last record added to a dimension value), Max, Min, Sum.
- Select a Function from the dropdown list.
- Select a Table/variable from the dropdown list.
- Select a Field from the dropdown list.
- Type a name in the As and Display name text area.
- Select Save to apply your changes.
The Metrics page displays the added profile metric.
- Click Run.
The Run history shows all the details such as operation duration, status, timestamp, etc.
Follow the below steps to create a business metric:
- Go to Activate > Metrics.
The Metrics page appears.
- On the Metrics page, click Add metrics or New Metrics.
- Select Business Metric.
- Enter a Name and Display name in the text area to identify your business metric.
- Click Save.
Add tables
In the Tables section, select the table from the dropdown list. You can decide whether additional tables are needed as a part of your business metric. Follow the below steps to add a table to your business metric:
- To add more tables, click Add table and select the table from the dropdown list that has a relationship with your starting table.
- If you want to remove a table, click the Delete icon (X).
Add variables
In the Variables section, you can create a numeric variable using fields from the selected tables. Follow the below steps to add variables:
- Click Add Variable.
- Enter a Variable Name in the text field.
- In the Expression Text area, choose a field to begin your calculations.
- Type an expression in the text area while choosing more fields to be included in your calculation. Currently, only arithmetic expressions (+, -, *, /, %, ^) are supported.
- Click Save to apply your changes.
- If necessary, click the horizontal ellipsis and do the following:
| To |
Do |
| Modify the variable |
Select Edit and update the variable. Click Save to apply your changes. |
| Remove the variable |
Select Delete. |
In the Variables section, mathematical operations can be performed on fields having DateTime as the datatype. Once you select the DateTime field for the first attribute, it will display the format selector drop-down list. It will show the list of DateTime formats that are related to the selected attribute. You can select the DateTime field format corresponding to the selected field.
Note
When you select the DateTime field, all other datatype fields will disappear.
Follow the below steps to add a DateTime format for attributes:
- In the Expression Text area, add the DateTime attributes.
- Choose a DateTime format from the drop-down list.
- Click Save to apply your changes.
Add metric definition
In the Metric definition section, you can define how your chosen tables and calculated variables are aggregated in a new measure table or attribute.
- Click New Dimension.
- Select Table from the dropdown list.
You can add aggregation functions. Any aggregation that you create results in a new value within your metric table or attribute. Supported aggregation functions are as follows:
Average, Count, Count Distinct, First (takes the first record of a dimension value), Last (takes the last record added to a dimension value), Max, Min, Sum, and NPS.
- Select a Function from the dropdown list.
- Select a Table/variable from the dropdown list.
- Select a Field from the dropdown list.
- Type a name in the As and Display name text area.
- Select Save to apply your changes.
The Metrics page displays the added business metric.
- Click Run.
The Run history shows all the details such as operation duration, status, timestamp, etc.
You can calculate the NPS to learn about the number of customers who would likely recommend your product or service. Follow the below steps to calculate NPS in business metrics:
- In the Metric definition section, select Nps in the Function drop-down list.
- Select a table or variable from the Table/variable drop-down list.
- Select an option from the Field drop-down list.
- Type a name in the As and Display name text area.
- Click Save.
❕ Note: To calculate NPS, survey customers and see how likely they recommend your business on a scale of 0-10. Organize responses into different categories as follows:
- Promoters: Respond with a score of 9 or 10.
- Passives: Respond with a score of 7 or 8.
- Detractors: Respond with a score between 0 and 6.
Net Promoter Score = Promoters (%) – Detractors (%)
with nps_calcs as (
select
count(1) filter (where score >= 9)::float as promoter_ct, -- people who love you
count(1) filter (where score <= 6)::float as detractor_ct, -- people who hate you
count(1)::float as all_responses_ct -- all the people (love, hate and neutral. Don't exclude the neutral!)
from nps_responses
)
select
((promoter_ct/all_responses_ct) - (detractor_ct/all_responses_ct)) * 100.00 as NPS
from nps_calcs
;
For example, if you have 50% Promoters (i.e., half of your respondents gave you a score of 9 or 10), 30% Passives, and 20% Detractors. Your NPS score will be 50 – 20 = 30. The NPS score goes from -100 (if you have only detractors) to +100 (if you have all promoters). Knowing your NPS offers a variety of valuable business benefits, such as creating a strategy that targets Promoters, Passives, and Detractors.