Configuring Cards on the Dashboard

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Configuring Cards on the Dashboard

This feature is in Limited Availability. See Requesting Zuora Dashboard if you wish to have access to this feature. To be eligible to have access to this feature, Orders must be enabled in your Zuora tenant.

The dashboard available via Analytics > Dashboard displays key subscription metrics as interactive cards. This article explains how to configure the cards according to the needs of your organization.

Add a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can add additional cards on the dashboard.

To add a card, click the "Add a Card" button in the upper right corner of the dashboard.

Dashboard_Add_Card.png

New cards are added to the bottom of the dashboard and are visible to all users with access to the dashboard. The dashboard allows you to add up to 10 cards.

Clone a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can clone existing cards on the dashboard.

To clone a card, click ··· at the top-right of the card and choose Clone.

Dashboard_Card_Options_Apr19.png

Clones are added to the right (or the next row if too wide) of the card being cloned and are visible to all users with access to the dashboard. The dashboard allows you to add up to six cards.

Delete a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can delete cards on the dashboard.

To delete a card, click ··· at the top-right of the card and choose Delete. When you delete a card, the dashboard changes for all Zuora users in your organization. The dashboard requires at least one card at all times.

Move a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can move cards on the dashboard.

To move a card, drag the card to the desired location. When you move the card, the dashboard changes for all Zuora users in your organization.

Resize a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can resize cards on the dashboard.

To resize a card:

  1. Click ··· at the top-right of the card.

    Dashboard_Card_Options_Apr19.png

  2. Select the width of the card.

When you resize the card, the dashboard changes for all Zuora users in your organization.

Change Card Display Options

If you have a Reporting role that includes the Manage Dashboard permission, you can change how cards are displayed on the dashboard.

This action is not available for ARR Changes or MRR Changes.

To change how a card is displayed:

  1. Click ··· at the top-right of the card.

    Dashboard_Card_Options_Apr19.png

  2. Select a display option:

    Dasboard_Card_Option_Headline_Chart.png Show headline numbers and a chart
    Dasboard_Card_Option_Chart_Only.png Show a chart only
    Dasboard_Card_Option_Headline_Only.png Show headline numbers only

When you change the card display options, the dashboard changes for all Zuora users in your organization.

Change the Metric Shown on a Card

If you have a Reporting role that includes the Manage Dashboard permission, you can choose which metric is shown on each card. For example, to display ARR Changes instead of MRR Changes, use the Metric menu on the MRR Changes card:

Dashboard_Metric_Switcher_Apr19.png

When you change the metric shown on a card, Zuora resets the card. This means that you will lose any customizations, including saved filters.

Filter the Data Shown on a Card

You can filter the data shown on each card. For example, you could filter the Net MRR card so that it only shows the MRR for a particular set of products.

To change the data shown on a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. Click Add filters.

    Dashboard_Add_Filters.png

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 equal to" a particular value or "is 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_Apr19.png

As you use the filter builder, the chart and data grid change. However, Zuora does not update the dashboard. Next time you view the card, you will see the original data.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

Group the Data Shown on a Card

You can group the data shown on each card. For example, you could group Net MRR by product name:

Dashboard_Group_Example.png

To group the data shown on a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. Select a Group by field.

    You can select at most one field.

Zuora groups the chart and data grid according to the selected field. However, Zuora does not update the dashboard. Next time you view the card, you will see the original data.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

Change the Aggregation Period and Date Range of a Card

You can change the aggregation period and date range of the data shown on each card. For example, you could change the Net MRR card to show quarterly data for the past 8 quarters.

The first quarter of each year starts on January 1. The dashboard does not support fiscal quarters.

To change the aggregation period and date range of a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. At the top of the chart, select an aggregation period:

    Dashboard_Aggregation_Periods.png

    Some aggregation periods are not available for every card.

  3. At the top of the chart, specify how many periods to show in the chart:

    Dashboard_Num_Periods.png

    You can specify a maximum of 60 periods.

The aggregation period and date range change. However, Zuora does not update the dashboard. Next time you view the card, you will see the original chart aggregation period and date range.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

Change the Chart Type of a Card

You can change the chart type of the following cards:

  • Active Subscribers
  • Net ARR
  • Net MRR
  • Average ARR per Subscriber (only available with Zuora Insights)
  • Average MRR per Subscriber (only available with Zuora Insights)
  • Subscriber Churn Rate (only available with Zuora Insights)

To change the chart type of a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. At the top of the chart, select Line or Column:

    Dashboard_Line_Chart_Apr19.png

The chart type changes. However, Zuora does not update the dashboard. Next time you view the card, you will see the original chart type.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

Change the Title of a Card

You can change the title of each card.

To change the title of a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. Click the title, then edit the text directly.

    For example:

    Dasboard_Edit_Title.png

  3. Click outside the title.

The card title changes. However, Zuora does not update the dashboard. Next time you view the card, you will see the original title.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

Change the Description of a Card

You can change the description of each card.

To change the description of a card:

  1. On the dashboard, click the card.

    The card detail page opens.

  2. Click the description, then edit the text directly.

    For example:

    Dasboard_Edit_Description.png

  3. Click outside the description.

The card description changes. However, Zuora does not update the dashboard. Next time you view the card, you will see the original description.

If you have a Reporting role that includes the Manage Dashboard permission, you can update the dashboard by clicking Save. This updates the dashboard for all Zuora users in your organization.

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