The first thing you’ll want to do when setting up your new SunriseKPI account is to add all of your key metrics.
A Metric is a single data point from a single provider.
Once you add some Metric(s), your SunriseKPI account will begin automatically pulling those values on a daily basis, at 12:00am EST. We call these “Metric Snapshots”.
Over time, you will be able to view any of your metrics and see all of the daily snapshots recorded since you started your SunriseKPI account.
Your daily Metric Snapshots data is then displayed in your Reports, which can report and compare your Metric Snapshots data in different timeframes than daily. Learn more about building customized Reports here.
Go to your Metrics page, then click any of the providers (Stripe, Google Analytics, Twitter, etc.) to add a metric from that provider.
Each provider works a bit differently in how it gets its data into SunriseKPI. Some will direct you to their site to authenticate, others will require you to input your API key that you obtain from the account, etc.
Oftentimes, you’ll want to pull in multiple data points from a single provider.
For example, from Stripe, you might want to get your Revenue, your Customers Count, and your Cancelled Subscriptions.
Simply create separate Metrics, all using Stripe (or whatever provider you want), but configure each one to pull a different metric.
Your Metric Snapshots display in 3 places:
On your Dashboard
Here you will always see the latest snapshot for each of the Metrics you’ve added to SunriseKPI. The Metrics Snapshots shown on your Dashboard will be compared to the previous snapshots for each Metric.
For example, if you’re viewing your Dashboard today, then you will see today’s numbers compared to yesterday’s numbers.
In your Reports
You can create customized Reports which pull in the Metrics of your choosing. A Report can have one of several different timeframes (daily, monthly, quarterly, yearly) and this is what will determine what each Metric Snapshot will be compared to.
For example, if your Report is monthly, then you will be viewing today’s numbers compared to the numbers at the end of the previous month.
Your Reports all have a “Time Machine” feature, which can go back in time to see these Metric Snapshots from a day in history.
When editing a Metric
When you’re editing the settings for a Metric, you will see the latest Metric Snapshot for that Metric. This provides a preview of what how this Metric gets displayed while you’re configuring those settings.
Read more about how the change value is calculated and displayed.