Configuring Cards on the Overview Dashboard

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Configuring Cards on the Overview Dashboard

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This feature is only available if you have the Configurable Dashboard feature enabled. We are actively soliciting feedback from a small set of early adopters. If you wish to have access to the feature, submit a request at Zuora Global Support. To be eligible to have access to the feature, Order Metrics must be enabled in your Zuora tenant.

If you have the Configurable Dashboard feature enabled, you can configure the following Overview dashboard cards according to the needs of your organization:

  • Net MRR
  • MRR Changes

You can change the title and description of each card. You can also configure the Net MRR card to display a bar chart instead of a line chart.

You can configure 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."

Only Insights administrators can use the Overview dashboard. If you configure an Overview dashboard card, all Insights administrators will see your custom version of the card.

Configure a Card

To configure an Overview dashboard card:

  1. Click the title of a card on the Overview dashboard.

    Insights 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.

  3. (Optional) For the Net MRR card, 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.

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

    Insights displays a filter builder. You can use the filter builder to specify which fields Insights 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, Insights 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 Insights 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, Insights 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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