About Orca AI Personal Metrics

Shipium's analytics dashboards are designed to answer common questions about your operations, but every business has unique needs. Personal Metrics gives you a space to save custom views — whether you've modified an existing dashboard metric or created something new with the Orca AI Agent — so you can quickly access and share the data that matters most to your team.

Create custom metrics

You can create custom metrics in two ways. Start from an existing dashboard metric when you want to pin a view as-is or make modifications to something close to what you need. Use the Orca AI Agent when you want to generate a new visualization from a prompt.

Start from a dashboard metric

The quickest way to build Personal Metrics is to start from an existing dashboard metric. You can pin a metric as-is to consolidate views from multiple dashboards in one place, or modify a metric first and then save your customized version.

Copy an existing metric directly to personal metrics

This is the easiest option for adding a metric to your dashboard. To save an existing metric without changes, hover over the metric to reveal the ... menu, then click Pin.

Clicking Pin brings up the option to pin it to your Personal Metrics.

1. Click Pin from the ... menu.
2. Click on Personal Metrics - [Your Name] to select your Personal Metrics dashboard.
3. Click the Pin button in the bottom right.
4. Now the metric will be added to your Personal Metrics.

Change an existing metric and add it to Personal Metrics

Sometimes an existing metric is close to what you need, but with a different breakdown or data slice. In that case, click the ... menu on the metric and select Explore to customize it.

For example, you could start by clicking on the ... on the "Total Volume by Carrier" metric.

Within Explore mode, you can change how information is being broken down. Instead of a breakdown by carrier, you could look at the breakdown by Destination State.

1. Click on Replace in the top-right of the screen, to replace Carrier Name with Destination State in the metric.
2. Select "Carrier Name" in the list under Select a column to replace, since that is the breakdown that you are changing.
3. In the And replace with your own column, you can either choose from the list that comes up when you click or start typing "Destination State" to find it. (Searching starts to filter the list to appropriate candidates.)
4. Select "Destination State" and you will see the metric update with the new breakdown (shown below).

If you want to save the metric to your Personal Metrics, that can be easily accomplished in a few steps:

1. Click on Pin.
2. Select Personal Metrics - [Your Name] as in other examples.
3. Click the Pin button in the bottom right.
4. Now the new custom metric that you have created will appear in your Personal Metrics.

Start with the Shipium Orca AI Agent

Similar to the example above for starting with an existing dashboard metric, this section includes an example starting with the Shipium Orca AI Agent via Orca Chat.

You'll begin with a prompt. In this example, the prompt will produce a similar graph as the one in the previous example.

Create a ring chart of shipment volume broken down by destination state for the past 6 weeks

In the bottom left of the graphic created, you'll see a Pin icon.

Selecting the Pin button brings up the screen that allows you to save this metric to your Personal Metrics.

Manage your Personal Metrics layout

The following examples assume that you have already used one of the above methods to add two metrics to your Personal Metrics board as you see in the following base setup. Two metrics have been added: "Shipment Total Cost Trend" and "Total Shipment Count by Destination State".

The ... menu provides the normal dashboard controls, such as Download PDF or Present as discussed in Shipium Orca AI Analytics Dashboards. The Edit button allows you to change your Personal Metrics layout and filters and add notes or headers to help contextualize your data.

Personal Metrics controls

When you click the Edit button in the Personal Metrics page, you'll see the following options at the top of your screen.

An overview of each element is described in the following table. Additional details for Add tab*, Add note, and Add filter are provided below.

Personal Metrics controls

Add a tab to your Personal Metrics

Tabs allow you to create additional dashboards within your dashboard space. Each tab can contain its own set of metrics and be viewed without seeing the contents of any other tab. As you create more metrics and add them to your Personal Metrics dashboard, you may decide that this additional level of organization would be helpful. Details for adding and managing tab contents follow.

Add a tab

This is the easiest part. When you click Add tab, a new tab will automatically be added and the first one will contain everything that is in your current dashboard. When in viewing mode, clicking on a tab will show the set of metrics contained within.

Edit tabs

When you are in Edit mode, you'll be able to click a 🔽 down chevron next to the tab name that gives you two options: Rename and Delete.

1. Rename. You can give the tab a new more useful name that reflects what you're organizing within it.
2. Delete. The delete option works differently based on its current contents. If there is nothing currently in the tab, it will be immediately deleted. If there are one or more metrics within the tab, then you'll receive a notification that any metrics contained within the tab will be deleted when the tab is. If this is not your intention, you should use the instructions just below to move the metrics you want to keep to another tab.

Move metrics between tabs

Once there is more than one tab, while you are in Edit mode in your Personal Metrics section, there will be a new option in the ... menu that allows you to change the tab that a given metric is in. Clicking Move to tab brings up a list of the current tabs; selecting one will move that metric. By default, moved metrics will appear at the bottom of the tab to which they are added.

Add a note to your Personal Metrics

When you click on 📄 Add note, you will see the following interface appear for populating your new note. By default, notes are created with a heading section and a body section, but these can be changed. Using the + Insert dropdown will also give you options for adding images, tables, or dividers.

You can also change the color of the note and resize using the bottom-right corner.

Like metrics and other elements on the Personal Metrics dashboard, the notes can be resized and moved as needed.

Add a filter to your Personal Metrics

Adding a Filter to your Personal Metrics enables you to change the settings for the metrics being displayed. While you can add as many filters as you want to the Personal Metrics board, each with its own default, we recommend at least adding Effective Ship Date or other relevant date fields so you can look at a particular date-bounded subset of your data.

The following example adds Effective Ship Date to your Personal Metrics dashboard:

1. Click on Add Filter, which brings up the available filters for that metric.

   

2. Start typing "effective ship date" in the search box.

3. When you see "Effective Ship Date" appear, select it.

4. Selecting the Effective Ship Date filter brings up a screen with several date-related options. You'll have two main options when setting a default value: Rolling, meaning the last N weeks or days or months, or Fixed, allowing you to set an explicit time range. For most users, a Rolling period for the last 2-6 weeks is probably the most useful, as shown in the following image.

   

5. Once you click Apply in the dialog window and then Save in the top right main screen for your Personal Metrics, you will have a control for easily setting the date range for the metrics on your Personal Metrics page.

6. You can repeat these steps and add additional filters like Fulfillment Name, Carrier Name, or other things that you think you'll want to filter by frequently.

👍

Always add a time filter to your Personal Metrics board.

Edit individual metrics on your Personal Metrics board

While in Edit mode, each metric displays controls for adjusting its position, size, and layout. You can also delete metrics you no longer need.

The following table describes each control element.

Individual metric controls

❗️

Warning: Clicking Delete on a given metric will cause it to be immediately deleted.

Download and publish your personal metrics

The same options for downloading and publishing metrics that appear in the information about Shipium Orca AI Analytics Dashboards apply here. This link will open a new tab to the section of that page that discusses downloading, publishing, and presenting.