> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Lock, edit and compare metrics as you filter

> Manage Mammoth metric cards: copy, edit, duplicate, lock or delete them, watch them change with explore filters, and lock one to compare a segment.
>
> Applies to: Where: View › Metrics › metric card

Metric cards in the **Metrics** panel recalculate when you filter with Explore Cards, unless you lock them. Hover a card for its actions: copy, edit, duplicate, lock and delete. How to create a metric is on [Metrics](https://mammoth.io/docs/learn/explore/metrics/).

## Copy, edit, duplicate, lock or delete a metric card

A card shows its title (with a lock icon when locked), the value, the Subtitle and the Description. A metric built from a plain-English description shows it in a row you can click to see the generated query. A metric with a condition shows it as a filter summary. If a metric can't be calculated, the card shows **Error**; hover it to see why.

Hover a card to see five action icons. They are disabled while the pipeline has an error.

| Icon | What it does |
| --- | --- |
| Copy to clipboard | Copies the title and current value at once, for example `Total sales: 5.2M` |
| Edit (pencil) | Opens the full editor: expression, Title, Subtitle, Description and formatting |
| Duplicate | Opens "Duplicate metric" with the original expression. The title gets a number, for example "Weight per unit sold 1". Edit or submit as is |
| Lock | Freezes the metric against explore filters. It keeps the filters active when you locked it. Click again to unlock |
| Delete (trash) | Removes the metric after you confirm |

Drag a card by its header to reorder the cards.

![Metrics panel with a Sales per unit card showing 123.19 and a hover toolbar with Copy, Edit, Duplicate, Lock and Delete icons](https://mammoth.io/docs/images/20261009_195010_MetricCardToolbar.webp)

## Watch metrics change as you filter

For example, before filtering: Total Revenue $5.2M, Average Deal $12,340, Order Count 421, Win Rate 67%. After double-clicking "West" on the Region card: $1.8M, $14,560, 124 and 72%. To follow a trend, filter month by month (Jan, Feb, Mar) and watch the values change.

![Animation comparing a View's metric values as a filter is applied to the Region card](https://mammoth.io/docs/images/20260421_163433_comparisonshowingmetrics.webp)

## Compare a segment with the total using lock

Lock a metric while no filters are on to keep its all-data value.

1. Lock "Total Revenue" at $5.2M.
2. Filter Region to West.
3. Create another Revenue metric and leave it unlocked. It shows $1.8M.
4. Compare: West is about 35% of total revenue.

The same works for any segment: a locked Total Sales of $3.2M beside an unlocked $1.1M filtered to East shows East is 34% of the business.

![Animation of a metric card being locked in the Metrics panel of a View with a Region card](https://mammoth.io/docs/images/20260421_164724_metric-lock1.webp)

![View filtered to Region East, with the Metrics panel showing a locked Sum of deal_value 3,202,500.00 and an unlocked metric](https://mammoth.io/docs/images/20260421_091837_Metric_with_lock_and_unlock_filter1.webp)

## Example metric sets

A good start for any dataset is 3–5 metrics: a total count, a key sum, a main average and one or two business ratios.

| Use | Metrics |
| --- | --- |
| Sales | `SUM("deal_value")`, `AVG("deal_value")`, `COUNT()` with `status` is `Won`, and a win rate in SQL mode |
| Manufacturing quality | `COUNT()`, `COUNT()` with `defect_severity` is not `None`, a defect rate in SQL mode, and `AVG("yield_percentage")` |
| Compliance | `COUNT()`, `COUNT()` with `amount` > 10000, `SUM("amount")` with `amount` > 10000, and a compliance rate in SQL mode |

## Metrics compared with Explore Cards and View Insights

| | Metrics panel | Explore Cards | View Insights |
| --- | --- | --- | --- |
| Purpose | Single-value KPIs | Data distributions | AI-written observations |
| Made by | You, with calculations | You, for any column | The AI |
| Display | Large numbers with labels | Charts and ranked lists | Sentences |
| Kept | Saved with the View | Saved with the View | Saved until the View's data changes |

Use Explore Cards to find patterns, then create metrics to track the numbers behind them.

## Troubleshooting metric cards

| Symptom | Cause | Fix |
| --- | --- | --- |
| Metric doesn't change when you filter | The metric is locked, or no filter is applied | Click the lock icon to unlock; check the filter badge beside **Explore**; refresh the View |
| Card icons are disabled | The pipeline has an error | Fix the failing step |

## Related

- [Metrics](https://mammoth.io/docs/learn/explore/metrics/): create a metric from a column header, a formula or AI.
- [Explore Cards](https://mammoth.io/docs/learn/explore/explore-cards/): the filters metrics follow.
- [View Insights](https://mammoth.io/docs/learn/explore/view-insights/): let AI summarize the View.
- [Tables, KPI cards, insights and text](https://mammoth.io/docs/learn/dashboards/tables-kpis-text/): show numbers on a dashboard.

---
Source: https://mammoth.io/docs/learn/explore/metric-cards.md · Updated: 2026-11-08