How Do I Add 1-Year and 3-Year Metric Targets to My One Page Plan?

Adding your 1-year and 3-year targets to your One Page Plan helps ensure your goals are clearly displayed and easily accessible.

Update Your Metric Targets:

1. Navigate to the Rolling Metrics Page:
   Access the Rolling Metrics page to set your targets.

2. Select the Year:
   At the top of the page, click the Year drop-down. Switch between years and enter the targets for future years.

3. For more information on setting up Rolling Metrics, check out this article:
   1. How Do I Setup Rolling Metrics?

Add Metric Components to Your One Page Plan:

1. Locate the Desired Spot:
   Hover over the component above where you want to add your 1-year or 3-year targets.

2. Open the Options Menu:
   Click the three dots in the upper-right corner of the component to access a drop-down menu.

3. Select Add Component:
   Scroll down the menu and click 'Add Component.'

4. Choose a Metric Component:
   From the list of available components, select options such as 'Metrics (Year 1)' or 'Metrics (Year 3).' These will display your targets on the One Page Plan.

By following these steps, you can ensure your 1-year and 3-year targets are accurately reflected on your One Page Plan. For further assistance, don't hesitate to contact support.