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Show Key Performance Metrics Of Your Choice on an Account Page
Sales managers and service managers at Neo Motors can track key metrics from the Driver Performance Summary data model object on an Account page in the Automotive app.
Scenario
The admin at Neo Motors wants the team to view the metrics related to various aspects of a driver’s performance directly on an Account record. The Driver Performance Summary data model object stores the vehicle’s telematics data that tracks the count of violations, number of braking events, and total fuel consumption. The admin specifies the effective date range in the data model object as monthly so that the team can capture the monthly data for these metrics. The data model object also captures the distance traveled by the driver each month. The sales and service managers also want to see this metric on the Account page depicted on a line chart so that they can trace the distance over all days of the month.
Here’s how these metrics help sales and service managers take data-driven decisions.
- Count of violations: Sales managers can craft better incentives and discount rates for subscriptions and products if a driver has a low violation count.
- Braking events: A vehicle’s sensor sends data to Data Cloud when there’s harsh braking by the driver. If the number is high, finance managers can modify the lease terms to penalize the driver.
- Fuel consumption: Service managers can create cases to further investigate the health of a vehicle if the fuel consumption pattern is erratic for a vehicle.
- Distance traveled: Service managers create milestones for a vehicle when they cross specific distance thresholds, such as 10,000 miles.
Understand the Properties of the Card
The admin can specify these properties in the Lightning App Builder for the metrics and line chart on the card.
| Property | Description |
|---|---|
| General Properties | |
| Visualization Source | The API name of the data model object that’s the source of the visualizations. |
| Time Filter Source Field | The API name of a field on the data model object that stores the time value to filter data. |
| Default Duration | The default duration of the time filter. Enter one of these values.
|
| Metric Properties | |
| Metric Display Name | The name that’s shown on the metric card. |
| Metric Source Field | The API name of a field on a data model object that’s the source for the metric. |
| Metric Unit of Measure | The API name of a field on a data model object that’s the unit of measure for the metric. |
| Metric Aggregation Type | Enter one of these values.
|
| Metric Section Name | Name of the section where the metric appears. |
| Line Chart Properties | |
| X-Axis Display Name | The name of the X-axis that’s shown on the line chart. |
| X-Axis Source Field | The API name of a field on a data model object that’s the source for the X-axis of the line chart. |
| X-Axis Unit of Measure | The API name of a field on a data model object that’s the unit of measure for the X-axis of the line chart. |
| Y-Axis Display Name | The name of the Y-axis that’s shown on the line chart. |
| Y-Axis Source Field | The API name of a field on a data model object that’s the source for the Y-axis of the line chart. |
| Y-Axis Unit of Measure | The API name of a field on a data model object that’s the unit of measure for the Y-axis of the line chart. |
| Add Line Chart to Section | Name of the section where the line chart appears. |
Review the Card Configuration
To help sales and service managers view the required metrics and the line chart, the admin must add the DataCloudVisualizationParentCard flexcard to the Vehicle record page, and specify the card properties.
The admin edits the Account record page to open the Lightning App Builder. They drag the Flexcard component to the page and select the DataCloudVisualizationParentCard flexcard. They specify these properties before they save and activate the changes.
| Field | Value |
|---|---|
| Visualization Source | ssot__DriverPerformanceSummary__dlm |
| Time Filter Source Field | Created_Date__c |
| Metric 1 Display Name | Violations |
| Metric 1 Source Field | ssot__ViolationCount__c |
| Metric 1 Unit of Measure | Leave it blank |
| Metric 1 Aggregation Type | Count |
| Metric 1 Section Name | Driver Performance |
| Metric 2 Display Name | Brake Events |
| Metric 2 Source Field | ssot__BrakeEventCount__c |
| Metric 2 Unit of Measure | Leave it blank |
| Metric 2 Aggregation Type | Count |
| Metric 2 Section Name | Driver Performance |
| Metric 3 Display Name | Fuel Consumption |
| Metric 3 Source Field | ssot__FuelConsumedNumber__c |
| Metric 3 Unit of Measure | ssot__FuelConsumedUomId__c |
| Metric 3 Aggregation Type | Max |
| Metric 3 Section Name | Vehicle Trends |
| X-Axis Display Name | Time |
| X-Axis Source Field | Time__c |
| X-Axis Unit of Measure | Time_UOM__c |
| Y-Axis Display Name | Distance |
| Y-Axis Source Field | ssot__DistanceTravelledNumber__c |
| Y-Axis Unit of Measure | ssot__DistanceTravelledUomId__c |
| Add Line Chart to Section | Vehicle Trends |
| Default Duration | 30 Days |
