Add metric time series cards

This is for:

System Administrator Business Analyst

Coveo Analytics dashboards offer many ways to review the data collected by Coveo Analytics. You can add metric time series cards to dashboards to evaluate metrics over a certain period.

Example

You can create a time series that presents the number of cases that were deflected over the past few days.

Admin-GraphCard | Coveo

Add metric time series cards to dashboards

  1. In an existing dashboard, click Edit in the upper-right corner to access Edit mode.

    Note

    In a new dashboard, the report is in Edit mode by default.

  2. In a section, click Add card to section to access the Add a card dialog.

    Tip

    You can also click copy16px to duplicate an existing card with, and then only modify what needs to be different.

  3. In the Add a card dialog:

    1. Select Metric time series.

    2. In the first input, enter a meaningful Card title, for example, Cases Deflected Over the Past Six Days.

      Note

      When you leave the input empty and save the dashboard, the card title will be Metric Time series.

    3. Under Metrics, click the dropdown menu, and then select at least one metric to be shown in the metric box, for example Custom Event Count. To do so, perform one of the following tasks:

      • Click the links (Search, Click, and Custom) to browse metrics by event type, and then select the ones of your choice (see Metrics).

        Note

        Custom data can only be leveraged when using the UA Protocol. If your Coveo implementation uses the Event Protocol, custom dimensions and metrics shouldn’t be added to a report since they won’t function as expected.

      • Click All, and then use the Filter box to find and select the metrics of your choice.

        Note

        You can add up to five metrics per graph.

    4. (Optional) In the Advanced settings section:

      • Click filter-add-2, and then create one or more dimension filters, for example, Event Value is caseCreate.

      • When you want to see trend data relative to the previous period equivalent to the currently selected one, select the Display trend data option.

        The trend value appears next to the metric value as a percentage with an up or a down arrow respectively indicating an increasing or a decreasing trend.

        Cases deflected metric showing number of cases and trend | Coveo

        The option is turned off by default, because calculating the trends increases the dashboard complexity and slows down the dashboard generation. Enable this option when you find the trend information useful.

      • When you want to see metric values on top of every time series points, select the Display metric data option.

        Line graph showing metric data over time | Coveo

      • Under Data display, select the time series to be shown using Line or Bar charts.

      • Under Create a relation using, select Last search or Visit (see Create a relation using custom events).

    5. Click Add card.

      Note

      Relevance metrics (Average Click Rank, Search Event Clickthrough, and Relevance Index) values (if any) have a color that represents if the value is good (green), neutral (black), or poor (red) depending on predefined thresholds.

      The predefined thresholds for each metric are the following:

      • Average Click Rank: 1-3 = good (green), 3-6 = neutral (black), and > 6 = poor (red)

      • Search Event Clickthrough: > 60% = good (green), 40-60% = neutral (black), and < 40% = poor (red)

      • Relevance Index: > 0.7 = good (green), 0.5-0.7 = neutral (black), and < 0.5 = poor (red)

        For example:

        Metric value colors in metric card | Coveo

  4. If you selected the Custom Event Count metric, back on the dashboard, click the metric name and edit it to better match the related custom event, for example, Cases Deflected.

  5. Back on the dashboard, click Save in the upper-right corner.

Create a relation using custom events

Most report cards have a Create a relation using setting in their Advanced settings section. You must select a value for it when you report on a custom event together with a search or click event (for example, by adding a filter or selecting a related dimension or metric), or on a dimension or metric common to all event categories (for example, Unique User IP and Browser).

  • Select Last search to link each custom event to the query immediately preceding it (if any). This is useful in situations where the last query performed by the user is the reason for the custom event.

    For example, in Salesforce, when agents attached a result to a case (caseAttach), the last query they made gave them the results they used to do the custom event.

  • Select Visit to link each custom event to all queries performed during the user visit in which the event happened. This is useful in situations where none of the queries performed by the user during the visit resolved their matter.

    For example, when one of your clients creates a case (caseCreate), they, more often than not, tried to get the information they needed by querying on the subject of their matter before doing the custom event. You can then use these queries to create knowledge base articles and therefore fill the content gap.

Required privileges

The following table indicates the required privileges to view and edit dashboards from the Reports (platform-ca | platform-eu | platform-au) page and associated panels (see Manage privileges and Privilege reference).

Access to dashboards or part of their content may be further restricted as a function of the member (see Manage access to reports and Manage permission filters).

Action Service Domain Required access level

View dashboards

Analytics

Analytics data

View

Dimensions

View

Reports

View

Organization

Organization

View

Edit dashboards

Analytics

Administrate

Allowed

Analytics data

View

Dimensions

View

Reports

Edit

Organization

Organization

View