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Understanding the Explorer Tab

Learn how to build custom metrics, save dashboards, and analyze your AI search performance with the Explorer tab.

What is the Explorer Tab?

The Explorer tab is Scrunch's flexible analytics workspace. It lets you build custom metrics, visualize data across different time periods, and save your views as reusable dashboards. Use it to save custom views like period-over-period citation performance, sentiment vs top competitors, and other key metrics tailored to your specific needs.


Creating a Custom Metric

  1. Select Your Metric
    Choose the measurement you want to track (citations, impressions, agent sessions, or other available metrics).

  2. Choose an Aggregation
    Decide how to calculate your metric: count, sum, average, or other aggregation methods.

  3. Set Your Entity Level
    Pick what you're measuring at the brand, domain, page, or other entity level

  4. Apply Filters (Optional)
    Narrow your data using metric filters to focus on specific agents, topics, or other dimensions.

The Explorer auto-generates a descriptive title for your metric based on your selections. You can override this with a custom title using the URL title parameter.


Choosing Your Visualization

The Explorer supports multiple chart types:

  • Line charts for trends over time

  • Bar charts for comparing values

  • Tables for detailed breakdowns

  • Pivot tables for cross-dimensional analysis

Select the visualization that best suits your analysis needs. Some visualizations support additional options like trend sparklines in pivot cells or toggling specific breakdown values on and off.

Smoothing for Line Charts
Line charts include an optional smoothing toggle that applies an exponentially weighted moving average (EWMA) to reduce noise and make trends easier to see. When enabled, smoothing adjusts the displayed values to emphasize directional movement rather than day-to-day fluctuations. Use smoothing when you want to identify patterns in volatile data. Turn it off when you need exact values for reporting or detailed analysis, as smoothed values differ from the raw measurements.


Setting Time Ranges and Comparisons

Date Range
Choose from preset ranges (last 7 days, last 30 days, last quarter) or set a custom start and end date.

Granularity
Select how to group your data: daily, weekly, monthly, or quarterly intervals.

Comparison Periods
Compare your current window against previous periods:

  • Prior period: the same-length window immediately before

  • Prior year: the same dates one year earlier

  • Prior day/week/month/quarter: shifted back by the specified interval (may overlap with current period for multi-day ranges)


Adding Breakdowns and Filters

Breakdown Field
Split your metric by a dimension like agent, topic, domain, or geography to see performance across segments.

Breakdown Values
Limit which breakdown values appear in your chart. In table visualizations, you can hide specific breakdowns without removing them from the query.

Filters
Apply dimension filters to constrain your entire query to specific agents, date ranges, or other criteria. Filters apply before aggregation, while having-filters apply after.


Saving Your Work

Once you've built a metric view you want to keep, use the Save menu:

  1. Click the Save button in the Explorer toolbar

  2. Choose Save to Dashboard to add this metric to an existing dashboard or create a new one

  3. Select the target dashboard from the list or enter a name for a new dashboard

  4. The metric tile is added with your current view settings, title, filters, and date range

Saved metrics appear in your Dashboards list and the Discover tab, where you and your team can quickly access them.


Working with Saved Metrics

After saving, you can:

  • Copy a metric to duplicate it and modify the copy without changing the original

  • Delete a metric from a dashboard using the tile's overflow menu

  • Share a link to the Explorer view with your current settings preserved in the URL

Each metric tile stores its configuration (metric type, aggregation, entity level, filters, date range, and visualization settings) so your analysis remains consistent across dashboard views.


Common Use Cases

  • Track citation trends for specific AI agents over the past quarter

  • Compare page-level performance across different topics or geographies

  • Build executive dashboards with key metrics broken down by brand or domain

  • Analyze week-over-week changes in agent traffic using comparison periods

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