Login
Configuring the Overview

Configuring the Overview

Aditya

Last updated: 6 May 2025

Configure the Overview

Use the Overview section to summarize the Chart information.

Click on Configure Overview to adjust aggregation, growth rates, and primary metric for each Report element on a Dashboard. Your primary Metric is the main bolded number to the top left that defines your Chart Overview. Supporting Metrics are any additional Metrics you add to a Chart. 

For all Chart Overviews, you can choose how the primary Metric is aggregated (monthly, quarterly, or annually), independent from how Metrics on the Chart are aggregated. You can also adjust the type of growth rate shown, or choose to exclude growth rate from your Chart overview.

If a growth rate is applied, you can select the number of time periods (based on your unit of aggregation) in the past for which your current Metric will be compared to, and whether you want to see the Compound Monthly Growth Rate (CMGR) or Period over Period Growth.

If your Chart has multiple Metrics you can select which Metric is primary, which is the number that appears in the Chart overview. 

‘Let SaaSGrid Choose’ is SaaSGrid’s recommendation for which Metric should be the main number in your preview card, but you can select any Metric to be your primary Metric.

Did you find this article helpful?