Child metrics allow teams to break down a larger target into individual contributions, ensuring accountability and clarity.
Multiple child metrics can roll up to a single parent metric, and you can cascade metrics up to three tiers.
With child metrics, you can:
- Sum or average actuals and targets from child metrics.
- Assign different owners to each child metric, ensuring clear accountability.
- Structure metrics so individual team members contribute to an overall goal—for example, each salesperson owning a portion of a total sales target.
Best Practices for Setting Up Child Metrics
1. New Metrics
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Start by creating the structure with a parent metric.
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Important: the parent metric must be blank (no data previously entered) for the roll-up to work correctly.
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Add child metrics beneath the parent, each with their own targets. The system will automatically roll up the results.
2. Existing Metrics
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Existing Metrics: If linking existing metrics, create a new parent metric and connect the relevant child metrics to it. Team members will continue updating their assigned metrics, and the data will automatically roll up into the parent. By following this approach, teams can efficiently track performance while maintaining alignment with overall company goals.
Examples of Roll-Up Types
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Count Metric (e.g., New Members):
Use Summation when you want the parent metric to show the total of all child metrics. -
Flat Metric (e.g., NPS):
Use Average when you want the parent metric to reflect the average value of the child metrics.