Adding performance tile to an analysis

This tutorial shows you how to add a Performance Tile view to your analysis. Each performance tile prominently displays a single piece of high-level aggregate data.

An image of two performance tiles that are fully configured.

What you'll learn

In this tutorial, we'll show you how to:

  • Create a performance tile
  • Configure a performance tile's display

What you'll need

  • Access to Insight
  • Analyzer license

Step 1: Creating a performance tile

First, we’ll create a new performance tile that we can format and match to our data.

To create and format a performance tile:

  1. In Insight, click New > Analysis An image showing the New Analysis icon on the global header to create a new analysis. Select the Campaign Response subject area.
  2. In the Criteria panel under Metrics, double-click on New Leads, Total Leads, Total Responses, and Campaign Count.

    3. An image of the expanded Metrics in Subject Areas.

  3. Click the Results tab. Click the New View An image of the New View icon. icon and select Performance Tile.

    Review the performance tile. By default, the first measure in the analysis on the criteria tab is selected as the performance tile measure.

  4. Click Edit View An image of the Edit View icon. in the performance tile to go to the edit window.
  5. Make the following changes in the editor:

    6. An image of the Edit View window with a green performance tile.

    • Under Labels, change Description to The total new contacts.
    • In the Styles panel, select Large.
  6. Click Performance Tile Properties An image of the Performance Tiles Properties icon. in the toolbar and select a green for Background.
  7. Click Done. The Performance Tile view is displayed with your format changes.

Step 2: Creating a second performance tile for a different measure

Next, we’ll add a second performance tile and match it to different data.

To create a second performance tile:

  1. Click the Results tab. Click the New View An image of the New View icon. icon and select Performance Tile.
  2. Click the Edit View An image of the Edit View icon. icon in the performance tile to go to the edit window.
  3. Make the following changes in the editor:
    • Under Measure, select Total Responses from the drop-down list.
    • Under Labels, change Description to Total of all responses for all campaigns.
    • In the Styles panel, select Large.
    • Click Performance Tile Properties in the toolbar and select a blue for Background.

      • An image of the Edit View window with a blue performance tile.

  4. Click Done. The performance tile view is displayed with your format changes.

Step 3: Configuring performance tile display

Now, we’ll modify the way our performance tiles are displayed.

To configure a performance tile's display:

  1. Remove the Title and Table views from the analysis.
  2. Drag the performance tiles side by side.

An image of two performance tiles that are fully configured.

Now that you're done

Now that you have added performance tiles to your analysis, check out Adding the trellis view to your analysis.