Configuring Cards on the Dashboard

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Configuring Cards on the Dashboard

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To be eligible to have access to this feature, Orders must be enabled in your Zuora tenant. This feature is not automatically enabled. See Requesting Zuora Dashboard if you wish to have access to this feature.

The dashboard available via Reporting > Dashboard displays key subscription metrics as interactive cards. You can configure the following aspects of the cards:

  • The title and description of each card.

  • The data that is displayed on each card, by specifying a filter.

    For example, you could filter the Net MRR card so that it only shows the MRR for a particular set of products, then change the title of the card to "Net MRR for Core Products."

  • The chart type of the card, where appropriate. For instance, you can configure the Net MRR card to display a bar chart instead of a line chart.

If you configure a card, all Zuora users in your organization will see your custom version of the card.

Configure a Card

To configure a card:

  1. On the dashboard, click the title of the card.

    Zuora displays the card detail page.

  2. (Optional) To change the title or description of the card, click the title or description then edit the text directly.

    For example:

    Dashboard_Net_MRR_custom.png

  3. (Optional) If you want the card to display a bar chart instead of a line chart, click the Card_Bar_Chart_Type.png bar chart button at the top of the chart.

    This option is not available for all cards.

  4. (Optional) To configure the data that is displayed on the card, click Filter.

    Zuora displays a filter builder. You can use the filter builder to specify which fields Zuora should consider when calculating the subscription metric.

    To use the filter builder:

    • Click Choose attribute to create a criterion for calculating the subscription metric. Each criterion is based on a field from your Zuora tenant. After you have selected the field, you can define a condition on the field, such as "is" a particular value or "greater than" a particular value.
    • Click Add criterion to create an additional criterion. By default, Zuora will apply all the criteria when calculating the subscription metric. That is, by default, the filter is defined by a logical AND condition.
    • Click AND to have Zuora apply at least one of the criteria when calculating the subscription metric. If you do this, AND changes to OR to indicate that the filter is defined by a logical OR condition.
    • Click Card_Filter_Nest.png to nest a criterion within a logical condition.

    For example:

    Card_Filter_Example.png

    As you use the filter builder, Zuora updates the chart and data grid.

    If you want to filter the MRR Changes card by type of subscription change, select the "Booking Attributes (Orders): Change Type" field when creating a criterion.

  5. Click Save.

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