Metric Views Overview

Metric Views enable you to analyze and compare data from a collection of metricsClosedCalculates a measure for the various intervals of time and various roll-up combinations. The formula to create a metric is: a measure plus the keys for “what” and “when.”, and are useful for exploring a collection of related KPIsClosedAn acronym for Key Performance Indicator - a measurable value that demonstrates how effectively a company is achieving key business objectives.. The following considerations apply to metric views:

  • You can pick your own selection of metrics from any available data sources.
  • Raw data is presented in a grid for contrast and comparison of values over a period of time.
  • You can create metric views for different levels, such as agent, group, or company.
  • Metric views include no calculated scores and no weighting of metrics.
  • You can export metric views to different formats.
  • You can broadcast and share scorecards with agents and groups through a published dashboard.

NICE Uptivity Performance Management includes some metric views out of the box, but you will probably want to create your own custom views.

To access the Metric Views page, go to Performance ManagementBI Explorer and click the Explorer icon in the left panel (indicated by the binoculars icon).

The Metric Views page presents you with a list of all views (unless a default view was previously set). On the Metric Views page, you can:

  • Create a custom metric view.
  •  Click Explore Metric View in the View's card to see Records for that view in several Grid Views. If you have View Designer permissions, you can also edit views.
    • When you are done, click Explore / Configure All Metric Views in the top-left corner to go back to the Metric Views page.
  • Use the search bar to find different views.
  • Select or clear the Show Scorecard views checkbox to change which Metric Views are displayed.

A metric view generated by a scorecard includes the scorecard metrics, the weighted score for each metric on the scorecard, and the overall weighted score metric. If a metric has multiple versions, the view contains all metrics from all scorecard versions. Scorecard views are read-only. For more information, see Balanced Scorecards.