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:Metric Insights

Last Updated:Mar 10, 2026

Metric Insights is a core capability of the intelligent module feature. Using automated attribution algorithms, this feature supports multi-dimensional, multi-step root cause analysis of metric changes within a single dataset. It generates visual key driver analysis reports, helping you quickly identify the core drivers of business fluctuations. This topic details how to configure and use Metric Insights.

Important

This module is a value-added module and requires an additional purchase.

Core Capabilities

  • Supports multi-step attribution analysis.

  • Provides various attribution methods, such as dimension attribution and metric attribution.

Scenarios

  1. Business Fluctuation Analysis

    For example, "Sales decreased by 30% yesterday. What caused it?"

  2. Cross-Cycle Comparison Attribution

    For example, analyze the drivers of a metric's change between the "current cycle" and the "comparison cycle."

Prerequisites

  • Dataset usage permissions.

  • Permissions to create and edit Metric Insights.

Configuration Entry Point

Follow these steps to access the Attribution Insights > Metric Insights interface.

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On the Metric Insights interface, create and manage Metric Insights.

Create Metric Insights

You can create multiple Metric Insights to analyze common metrics. Apply the same Metric Insights to different business insights.

  1. Click Create Metric Insights. Select a Dataset and Metric, then click OK.image

  2. In Attribution Metrics, configure the metric's Aggregation Method, Metric Unit, Insight Dimension, Filter Method, and Filter Condition.

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    • Set the Aggregation Method to Sum, Average Value, Count, or Distinct Count.

    • Customize the Metric Unit, such as "10,000".

    • Select an Insight Dimension.

      • If the insight dimension is a date field, the filter method supports Single Date Comparison and Date Range Comparison. Set the baseline group and comparison group.

        • If the Filter Method is Single Date Comparison, set the baseline group and comparison group for a single date.

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        • If the Filter Method is Date Range Comparison, set the baseline group and comparison group for a date range.

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      • If the insight dimension is a text field, set the baseline group and comparison group. Rename the baseline group and comparison group as needed.

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    • Set the metric's Filter Condition.

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  3. After configuring attribution metrics, configure attribution analysis settings, including dimension attribution (Single-Dimension Analysis, Dimension Intersection) and metric attribution (Metric Correlation Attribution, Metric Factor Attribution).

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    • Single-Dimension Analysis

      You can view how a single dimension, such as region, affects the results. You can select multiple items at a time.

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    • Dimension Intersection

      Examine the impact of 2 to 3 dimension combinations (such as "region + channel") simultaneously. A maximum of 3 combinations are allowed.

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    • Metric Correlation Attribution

      Determine the correlation weight of metrics without basic operations (such as customer satisfaction and GMV correlation).

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    • Metric Factor Attribution

      Calculate the impact of multiple metrics with basic operations (such as user count × average order value).

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Manage Metric Insights

On the Metric Insights configuration page, perform the following operations:

Save

Click the Save button. Customize the Name of the Metric Insights and check the save Location, then click OK.

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Test

Click Test to generate a key driver analysis report.

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You can stop the test during generation.

image After the test is completed, you can view the output results. image

Publish

Click the Publish button to publish the Metric Insights.

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Republish

After updating a published Metric Insights, click Republish to bring the updated content online.

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Save As

  1. Click the image icon in the upper-right corner and select Save As. image

  2. Customize the Name for the new Metric Insights and check the save Location, then click OK. image

Collaborative Authorization

  1. Click the image icon in the upper-right corner and select Collaborative Authorization. image

  2. On the Collaborative Authorization interface, grant relevant users view or edit permissions.

    Note
    • In private mode, only the resource owner and space administrator have edit permissions. To enable edit permissions for specific members, switch to the specified member status first.

    • Grant Edit permissions only to users in this space who have permissions to create and edit Metric Insights.

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Unpublish

Click the image icon in the upper-right corner and select Unpublish. After unpublishing, users cannot view the Metric Insights.

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Switch Themes

Set to Light Mode, Dark Mode, or Follow Organization Configuration.

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For the system style set by Follow Organization Configuration, see System Theme Customization.

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Note

Only in Organization Management can you set the system style under System Theme Customization. The theme mode set in Metric Insights takes precedence over the organization-level setting.

Operations on the Metric Insights List Page

Follow these steps to access the Attribution Insights > Metric Insights list page.

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On the Metric Insights list page, perform the following operations:

Edit

Click the name of the target Metric Insights or the image icon in the Operation column to enter the Metric Insights editing page.

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View in New Window

Click the image icon in the Operation column to enter the view in new window page.

Note

Only Metric Insights with a "Published" status support viewing in a new window.

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Collaborative Authorization

  1. Click the image icon and perform Collaborative Authorization. image

  2. On the Collaborative Authorization interface, grant relevant users view or edit permissions.

    Note
    • In private mode, only the resource owner and space administrator have edit permissions. To enable edit permissions for specific members, switch to the specified member status first.

    • Grant Edit permissions only to users in this space who have permissions to create and edit Metric Insights.

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Properties

  1. Click the image icon in the Operation column and select Properties. image

  2. On the properties configuration interface, modify the Metric Insights' Name, transfer the Owner, and add a Description.

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  3. Click OK to complete the properties configuration.

Move To

  1. Click the image icon in the Operation column and select Move To. image

  2. Move the Resource to another folder.

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  3. Click OK to complete the move.

Unpublish

Click the image icon in the Operation column and select Unpublish. After unpublishing, users cannot view the Metric Insights.

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Delete

  1. Click the image icon in the Operation column and select Delete.

    Note

    Only Metric Insights with an Unpublished status support deletion.

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  2. In the confirmation dialog box that appears, click OK.

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What to do next

After configuring Metric Insights, configure Business Insights.