Go to the Metrics page - next click 'Add Metric' in the top right corner.
From the pop-up window 'Add Metric', you will need to select the following:
- Add a name - Title of Metric (include in the title, if it is a Percentage or Hours for example, so the team knows what the numbers mean when reviewing).
- Who owns the Metric.
- Decide if this metric is a Company metric or a Individual metric. Note: Company metrics have yellow stars and show on the One Page Plan and Daily Dashboard.
- Select the frequency that the actuals will be entered. For example, if actuals are to be entered Weekly, select Weekly, so it shows Weekly on your Daily Dashboard where you can update actuals.
- Decide Type of metric, will it be: Count, Measurement or a Flat metric.
- Target - does not need be added now. Note: The target can be added once you've saved the metric.
Once you have filled-in the information for your metric, click 'Add' in bottom right of the window.
When creating a metric, it will be one of the three types:
Count
Count metrics add up actual values from each interval starting from 0 to reach a quarterly target.
Measurement
Measurement Metric the target progresses from a start target value to the period target value. Measurement actuals do not add up totals between intervals. You will need to add the start target and target for the quarter to complete this metric set-up.
Flat
Flat Metric the target is constant value, where progression is not the desired outcome. Instead the Metric aims to stay at a constant target value throughout the period. This Metric type works well in tracking survey results, for example Net Promoter Scores (NPS) or metrics that are a percentage.
