How to use metric cards
Show a live metric, like monthly signups or conversion rate, on a journey map, and set how it displays on each card.
A metric card surfaces a metric on a journey map: a number or a chart that updates from its data source, like monthly user account creation or a conversion rate next to the step it relates to. The metric is the data; the card is how that data appears, and the same metric can sit on as many maps as you like.
To add one, hover an empty cell and click + Add card, then choose Metric. It sits under ADVANCED CARDS in the picker. A metric card shows existing metric data rather than typed content, so adding one opens the Add metric picker straight away.
Metric cards are an advanced card type. On the Free and Repository plans you can add up to 3 advanced cards per map. Advanced cards are unlimited from the Framework plan.
How to add a metric to the card
When you add a metric card, the Add metric picker opens. From here you either reuse a metric that already exists or create a new one.
Reuse an existing metric - The picker lists the metrics in your workspace, each with its source and type. Type in Search or create metric to narrow the list, or use the All, Current map, and Created by you filters. Click a metric to select it, or pick several to add them in one go, then click Add. When you select more than one, the button shows the count, like Add 2. Because one metric can appear on many maps, reusing it keeps every card in sync with the same data.
Create a new one - Type a name in Search or create metric and click Create. This opens the metric builder, where you pick the data source and metric type and map its fields.
Creating a metric, choosing its source (Manual, a CSV upload, or an integration like Google Analytics or Qualtrics), its type (Number, Series, or Comparison), and its fields, is its own task. See How to create and configure a metric for the full walkthrough.
How to change how the metric displays on this card
Each card holds its own display of the metric, so the same metric can show as a number on one map and a chart on another. Open that display from the card to change the chart type, headings, and other display options.
Select the card and click Edit metric
Click the card once to select it, then click Edit metric on the floating toolbar. Edit metric is the leftmost button; the rest of the toolbar is shared with every card type.
Adjust the display and save
The metric builder opens with the data on the left and a live preview of the card on the right. Set the chart type and any headings here, then save. For what each option does and how the data source feeds the card, see How to create and configure a metric.
A metric card saves through the metric builder, not as you type on the card. Editing a metric updates every card that displays it, across all your maps.
What the card details panel shows
Open the card details panel to see where the metric comes from and when it last updated. Select the card and click Show card details on the toolbar, or double-click the card.
The panel headed Metric names the metric and shows three read-only fields: Source (where the data comes from, such as Manual or an integration), Last updated (when the data last refreshed), and Metric type (Number, Series, or Comparison). An Edit metric button opens the same builder as the toolbar. Below those sit the universal Personas, Card tags, and Comments sections shared by every card type.
When the metric refreshes
A metric connected to an integration refreshes on load when its last update is more than roughly an hour old, so opening a map after a while pulls current data. There's no separate refresh button to press. The Last updated time in the card details panel tells you how fresh the data is.
What metric cards share with other cards
The metric, the Edit metric button, and the Source / Last updated / Metric type fields are what's specific to a metric card. Everything else on it is shared with every other card type:
Accent colour, background style, and card header (the fill control and the buttons after it on the toolbar)
Card details panel for personas, tags, and comments
Duplicate, expand, shrink, and delete from the three-dot menu
Multi-select with Shift+click
See How to add and edit cards for the canonical walkthrough of these mechanics. To put a metric card in its own lane, see How to add and manage lanes.
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