Setting up Categories
Tyler Garcia
Last Update 8 months ago
Metric Categories help organize your KPIs into logical groups (e.g., Financial, Operations, Quality) and provide context for AI analysis.
Steps:
- Navigate to Store Settings > Metrics.
- Click the Add Category button in the "Metrics" tab.
- In the popup dialog, fill in the details:
- Category Name: Enter a name (e.g., "Financial Metrics").
- Description: Optional description.
- Insight Context (AI Hint): Select the type of data this category represents (e.g., "Financial (Revenue/Sales)", "Score (0-100, Higher is Better)"). This is crucial for AI insights to correctly interpret the data.
- Click Create to save.