---
title: "How to Use the Metrics Tab in Appraisal Scope®"
slug: "clone-template-for-appraisal-scope-1-1-1-1-1-2"
tags: ["Appraisal Scope"]
updated: 2026-09-17T19:55:15Z
published: 2026-09-17T19:55:15Z
canonical: "docs.cotality.com/clone-template-for-appraisal-scope-1-1-1-1-1-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Use the Metrics Tab in Appraisal Scope®

## Overview

The Metrics tab in Appraisal Scope® allows staff users to create personalized dashboards that display key data through configurable widgets. In this article, you will learn how to access the Metrics page, create and manage dashboards, and add or modify widgets to track the information most relevant to your work.

---

#### Introduction to the Metrics tab

The **Metrics** tab is accessible from the main tab menu at the top of the landing page. The **Metrics** tab allows staff users to create dashboard views using widgets that show graphic representations of the information users select. Staff users will access the **Metrics** page by clicking the **Metrics** tab in the main tab menu.

#### Creating Metrics dashboard

The Metrics dashboard is a staff user-specific feature of Appraisal Scope. Each user can create as many dashboards as they’d like and modify them by adding widgets.

Staff users will find their Metrics dashboards available to choose from by clicking the **Available Dashboards** drop-down arrow at the top left of the **Metrics** page. Users can also delete a dashboard by clicking Delete **Dashboard**, or change the name of a dashboard by clicking **Modify Dashboard.**

#### Adding widgets

To add a widget to a Metrics Dashboard, a user will first click **New Widget**. In the **Add a new widget to the current dashboard dialog box,** the user will then click the **Available Widgets** drop-down arrow. The **Available Widgets** drop-down list that appears will show all of the widget options available. Following are descriptions and configuration instructions for the available Metrics dashboard widgets.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-HVOU3Q67.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-5B6B14DP.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-A89R6VNJ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-0IJE1SVS.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-NM4BHS5D.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-OW5LWWOG.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-P5XYTUKM.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A36Z&se=2026-11-01T14%3A31%3A36Z&sr=c&sp=r&sig=CBCbG4Gp4CNl%2BUH4CgOXzSShi3BC8o0%2BTQOlumOOJ6M%3D)

To edit or delete a widget, the staff user will need to make sure that they’ve selected the relevant Metrics Dashboard first. A staff user can remove any widget from a dashboard by clicking the red **X** icon in the top-right corner of the widget.

Widgets can also be modified at any time. To modify the widget, a staff user will click the **Controls** icon, located just to the left of the **X**, and change the relevant setting. When finished, the user will click the icon again.

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## Outcome

After completing this article, you will be able to create and manage Metrics dashboards in Appraisal Scope®. You will also know how to add, modify, and remove widgets so your dashboard reflects the data and visual insights you need.