Tailoring Metrics from Performance Insights Cards


The Metrics Performance Insight Card displays information about your top-down allocation above the Activity Grid. This allows you to view how much budget you have remaining as Marketing Activities are planned and adjusted for the year. Settings Metrics changes what type of data appears in the Metrics card and allows you to customize it according to your business processes.

  1. On the Home tab, click the Master/Custom Settings hyperlink in the Edit Settings column
  2. Navigate to the Page Layout tab under the Template Setup section on the left

To Add: Click the green up arrow from the panel on the right to add Metrics

To Remove:  Click the red down arrow to delete Metrics 

Note: Metrics on the Page Layout tab are displayed above the Add into view list.
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