Metric Insights lets you dive deep into individual metrics and KPIs directly from your Report or Dashboard widgets. You can instantly visualize trends, benchmark comparisons, performance forecasts, and anomalies, along with AI-powered performance highlights and strategic tips. This helps your agency react quickly and keep client accounts running smoothly.

Most widgets on your Reports and Dashboards let you open Metric Insights for a closer look at a specific metric.

Hover over the widget you want to review, then click the magnifying glass icon in the widget's top right corner.

This opens the Metric Insights page for the metric you selected.

Once Metric Insights is open for a metric, you can turn on additional insight tools, ask AI for more detail, or switch to a different metric without leaving the page.

Step 1: In the upper right of the Metric Insights page, click Display.

Step 2: Toggle on Anomalies or Forecast as needed.

For even more insight, click the Ask AI button on the right side of the window. Choose from the available prompts, or write in your own question.

To quickly switch to a different metric, click the metric name in the upper left of the page, then select the new metric you want to review.

Forecasting predicts future performance trends for a metric based on historical data. Staff and Admin users can turn Forecasting on or off for line and area chart widgets while in view mode.

Hover over the line or area chart widget you want to forecast, then click the Insights icon in the widget's upper right corner. If the Insights icon doesn't appear in the upper right of the widget, Forecasting isn't supported for that widget type.

Forecasting appears on the right half of the line chart and predicts future performance based on your historical data. Hover over the right half of the chart to see a tooltip with basic, optimistic, and pessimistic forecasts.

The Forecast tile below the line chart shows different information depending on the type of metric selected:

For further information on the Forecasting tool, please check the main Forecasting article.

Anomaly Detection flags unusual spikes or dips in a metric's performance. You can toggle it on or off for any compatible widget in view mode.

Hover over the line or area chart widget you want to check, then click the Insights icon in the upper right corner. If the Insights icon doesn't appear in the widget's upper right, Anomaly Detection isn't supported for that widget type

You can also enable Anomaly Detection when first adding a widget. Drag and drop the chart widget onto a dashboard or report, then toggle on Show Anomalies under the Display tab.

The Anomalies tile below the Metric Insights chart shows the total number of detected anomalies for your selected date range.

Hover over a red or green anomaly dot to see a tooltip with more information about that anomaly.

Benchmarks let you compare a client's most important metrics against industry medians over the last 30 days.

On the Metric Insights page, the Benchmark tile shows the industry median, your value, and the percentage of companies you're outperforming or underperforming.

Step 1: Click the Benchmarks tab at the top of the Metric Insights page to view a Benchmark chart.

Step 2: Click the Metrics drop-down in the Filters menu on the right, then search for and click the metric you want to benchmark.

The Benchmarks graph on the left updates to show how the selected metric performs across all industries.

To show more specific data to your client, refine the data by industry. Click the Industry drop-down in the Filters menu on the right, then search for and click the relevant industry.

The median benchmark value displayed for monetary metrics is displayed in USD.

You can add a Benchmark area graph to a dashboard as a widget, or to a report as a section.

Step 1: From the Benchmark page, hover over the Benchmark graph.

Step 2: Click the ellipsis menu in the graph's upper right corner.

Step 3: In the drop-down menu, click Add to Dashboard.

Step 4: Select the dashboard for the relevant client that you want to add the widget to.

To add the Benchmark graph to a report instead, click the Share icon in the upper right corner, then click Add to Report. Create a new report, or add it to an existing one by clicking the report name.

After you choose a metric on the Metric Insights page, an AI Summary appears on the right sidebar, along with performance insights and tips on how that metric's performance could improve.

For example, an AI Summary for the metric "New Links" might explain that the metric had significant peaks and valleys over the last 30 days, including a potentially concerning valley on the last day.

Performance insights highlight useful data points about the selected metric, such as its current status, its lowest and highest values, and the average value for the selected period.

The Tips for Improvement section uses the summary and insights above it to generate tips that may help improve your performance.

Monitor key metrics effortlessly and stay ahead of changes with metric alerts for target numbers or percentage shifts. Click here to learn how to create and use Metric Alerts.

If the Insights icon doesn't appear in a widget's upper right corner, that widget type doesn't support Forecasting or Anomaly Detection.

Staff and Admin users can enable or disable Forecasting for line and area chart widgets while in view mode.

To turn off Anomaly Detection for a widget, hover over the widget, click the Insights icon in the upper right corner, then click the toggle again to disable it.

You can turn Forecasting on or off the same way, by hovering over a line or area chart widget in view mode, clicking the Insights icon, and using the Display toggles.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄