Measures overview

Measures help you to better understand customer behaviors and business performance. They look at relevant values from unified profiles. For example, a business wants to see the total spend per customer to understand an individual customer’s purchase history or measure total sales of the company to understand the aggregate-level revenue in the whole business.

Create measures to plan business activities by querying customer data and extract insights. For example, create a measure of total spend per customer and total return per customer to help identify a group of customers with high spend yet high return. Then, create a segment based on these measures to drive next best actions.

Create a measure

Choose how to create a measure based on your target audience.

Individual consumers (B-to-C)

• From scratch with measure builder: Build your own.
• From commonly used measures: Use predefined templates.

Business accounts (B-to-B)

From scratch with measure builder: Build your own.

Manage existing measures

Go to the Measures page to view the measures you created, their status, measure type, and the last time the data was refreshed. You can sort the list of measures by any column or use the search box to find the measure you want to manage.

Select next to a measure to view available actions. Select the measure name to preview the output and download a CSV file.

• Edit the measure to change its properties.
• Refresh the measure to include the latest data.
• Rename the measure.
• Activate or Deactivate the measure. Inactive measures won't get refreshed during a scheduled refresh and have the Status listed as Skipped, indicating that a refresh wasn't even attempted.
• Tag to manage tags for the measure.
• Delete the measure.
• Columns to customize the columns that display.
• Filter to filter on tags.
• Search name to search by measure name.

Refresh measures

Measures can be refreshed on an automatic schedule or refreshed manually on demand. To manually refresh one or more measures, select them and choose Refresh. To schedule an automatic refresh, go to Admin > System > Schedule.

Tip

There are statuses for tasks and processes. Most processes depend on other upstream processes, such as data sources and data profiling refreshes.

Select the status to open the Progress details pane and view the progress of the tasks. To cancel the job, select Cancel job at the bottom of the pane.

Under each task, you can select See details for more progress information, such as processing time, the last processing date, and any applicable errors and warnings associated with the task or process. Select the View system status at the bottom of the panel to see other processes in the system.